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Brenda Finch
Investment Advisor

I first joined the investment industry 22 years ago, in April of 1995. Over the past two decades, I have had experience within banking, boutique firms and full service brokerage firms, like CIBC Wood Gundy where I am pleased to call home. My vast knowledge in other areas of wealth management provides me with the tools necessary to offer clients comprehensive wealth management services.

I enjoy creating and maintaining lifelong relationships, as well as celebrating the milestones of life with my clients. As an Investment Advisor, communication and listening skills are two of the most integral tools I use. My process includes a holistic approach to wealth management, including retirement and income planning, estate planning, tax minimization and portfolios built for each client's risk tolerance.

I believe financial success is rooted in understanding, trust and compassion and I have built my business on listening to my client's monetary goals along with their life goals. I set you on the path to meet your goals, while considering your family and personal values. I consider these non-financial aspects of a wealth management plan just as important as the numbers.