As a Portfolio Manager and Investment Advisor with over 35 years of experience in the financial services industry, Bryan specializes in financial planning for affluent individuals, institutions and charitable foundations. He ensures his clients' investment plan is geared towards their risk tolerance level, investment goals and cash flow requirements. Bryan currently manages over $1 billion in assets and is a proven leader in the delivery of exemplary client service.

Bryan has extensive experience in many of the significant cycles in the financial markets - recessions, market bubbles and meltdowns. This experience allows him to take a skillful and professional approach to decision making in the financial markets.

Bryan was appointed Branch Manager, CIBC Wood Gundy in 1988 and then Director, CIBC Wood Gundy in 1996. He is a graduate of the Richard Ivey School of Business at Western University, is a Chartered Investment Manager, and has attained level II of the Insurance and Planning Licence. 

Bryan and his wife, Andrea, are committed to making a difference in the community: Bryan sits on the Foundation Board for Hinks-Dellcrest, an organization that researches and treats children's mental health.