Matthew Thuss, CIM
Senior Investment Advisor
Portfolio Manager
Since 1998, Matthew has been providing wealth management
advice to individuals, families, and foundations. He lives in
London, with his wife Beth and four young children. He is
actively involved with Big Brothers Big Sisters and King’s
University College where he chairs the King’s University
College Foundation, and serves as a director on The King’s
University College Board.
Brad Smith, CFP®, CIM
Associate Wealth Advisor
Portfolio Manager
A graduate of Western and a career spanning more than
30 years with CIBC, Brad’s Portfolio Manager designation
brings an element of structure to the financial plans and
allocation models used with many of our high-net-worth
clients. Brad volunteers his time and expertise to the
Investment Committee for the Children’s Health Foundation
Colleen Blundell, CFP®
Associate Wealth Advisor
Realizing much success in her transition from administration
to building client relationships, Colleen’s 16 years with CIBC
Wood Gundy and her CFP designation allow her to work
closely with many clients and develop personalized wealth
solutions for households and individuals.
Teri Barnes
Financial Associate
A graduate of Fanshawe College, Teri joined our team in 2018 and has 25 years of experience with CIBC Wood Gundy. She is a Registered Representative of CIRO having completed the Canadian Securities Course, Conduct and Practices Handbook Course, Professional Financial Planning Course, Wealth Management Essentials, Financial Planning Supplement and Advanced Investment Strategies through the Canadian Securities Institute. In her free time Teri enjoys herb gardening and exploring local hiking trails.
Lisa Lavacca
Administrative Associate
For more than 20 years, Lisa has been exceeding clients’
expectations. As a licensed Investment Representative, she is
responsible for daily account administration, trade execution,
marketing, and team leadership. Lisa enjoys spending time
with her family, live events and travelling to new places.
Keerthana Loganathan
Administrative Assistant
A graduate of Fanshawe, Keerthana completed a program
in International Business Management and she holds a
BA in Commerce and Business Administration from SRM
University, India. She grew up in India and migrated to
Canada in 2018. Keerthana is responsible for account
documentation.
Matthew Thuss, CIM
Since 1998, Matthew has been providing wealth management
advice to individuals, families, and foundations. He lives in
London, with his wife Beth and four young children. He is
actively involved with Big Brothers Big Sisters and King’s
University College where he chairs the King’s University
College Foundation, and serves as a director on The King’s
University College Board.
Brad Smith, CFP®, CIM
A graduate of Western and a career spanning more than
30 years with CIBC, Brad’s Portfolio Manager designation
brings an element of structure to the financial plans and
allocation models used with many of our high-net-worth
clients. Brad volunteers his time and expertise to the
Investment Committee for the Children’s Health Foundation
Colleen Blundell, CFP®
Realizing much success in her transition from administration
to building client relationships, Colleen’s 16 years with CIBC
Wood Gundy and her CFP designation allow her to work
closely with many clients and develop personalized wealth
solutions for households and individuals.
Teri Barnes
A graduate of Fanshawe College, Teri joined our team in 2018 and has 25 years of experience with CIBC Wood Gundy. She is a Registered Representative of CIRO having completed the Canadian Securities Course, Conduct and Practices Handbook Course, Professional Financial Planning Course, Wealth Management Essentials, Financial Planning Supplement and Advanced Investment Strategies through the Canadian Securities Institute. In her free time Teri enjoys herb gardening and exploring local hiking trails.
Lisa Lavacca
For more than 20 years, Lisa has been exceeding clients’
expectations. As a licensed Investment Representative, she is
responsible for daily account administration, trade execution,
marketing, and team leadership. Lisa enjoys spending time
with her family, live events and travelling to new places.
Keerthana Loganathan
A graduate of Fanshawe, Keerthana completed a program
in International Business Management and she holds a
BA in Commerce and Business Administration from SRM
University, India. She grew up in India and migrated to
Canada in 2018. Keerthana is responsible for account
documentation.