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With over 35 years of experience in the financial services industry, Brad provides tailored investment strategies and trusted advice to families and institutional clients across Canada.

Originally from Edmonton, Brad completed his undergraduate studies at Concordia College and the University of Alberta. His career began with CIBC Wood Gundy in 1988 at the Edmonton branch. Relocating to Vancouver in 1995 , he continues to serve CIBC clients with the same commitment to excellence that has defined his practice for over three decades.

Throughout his career, Brad has developed a reputation for delivering thoughtful, personalized investment solutions to help clients achieve their financial goals amid evolving market conditions. His disciplined approach and understanding of both equity and fixed income investments have made him a trusted advisor to generations of clients.

Fabian has over 15 years of experience working with families, professionals and corporations in Canada. He delivers tailored wealth management solutions, specializing in investment growth, asset protection, retirement and succession planning.

Fabian holds a Bachelor of Commerce in Banking and Finance from Griffith University, a Diploma in Business Administration from Algonquin College, and the Chartered Investment Manager (CIM®) designation.

Diane has been with CIBC Wood Gundy and its predecessors for over 40 years. She began her career in Operations and transitioned to an Administrative Associate 15 years later. She supports the team with day-to-day client account administration. With her many years in the industry, Diane is able to provide clients with a very high level of administrative expertise.