Home

Tim has a Bachelor of Business Administration from the University of New Brunswick. He spent his early career in Public Accounting where he worked on Assurance, Tax and Advisory files while he obtained his Chartered Accountant (CA) designation (now CPA). Tim spent the next stage of his career working in the private sector which included Automotive, residential real estate and land development. He now has over 15 years of experience working at CIBC Wood Gundy as a Senior Wealth Advisor and Assistant Branch Manager. Tim’s background in accounting and real estate development gives him valuable insight into income tax and cash flow planning. He specializes in tax efficient investing and helping clients transition to retirement with peace of mind with expertise in helping small business owners & professionals. Tim and his wife Lesley have two sons. Baxter, the oldest, joined the team in the fall of 2022 (see below). Tim and Lesley give back to the community through a variety of charities and volunteer work.

Baxter grew up in Fredericton and studied at Acadia University where he earned a Bachelor of Administration with a major in Accounting. He worked at PricewaterhouseCoopers for five years in various offices and roles. Starting work in Calgary, AB working on public client audit files before moving closer to home in Saint John, NB where he worked on large private company audit files. Baxter spent his last two years working in consulting where he worked on both buy and sell side transactions, business valuations, corporate restructuring, and corporate finance. He started with CIBC Wood Gundy as an Investment Advisor in the fall of 2022, in his free time Baxter enjoys playing golf and hockey.