Brett is an industry leader in wealth management and has worked as an Investment Advisor since 1987 with CIBC Wood Gundy (and predecessor firms). He ranks in the firm's top Investment Advisors. He is an honours graduate (Economics) from Queens University, a Fellow of the Canadian Securities Institute (FCSI), and holds the Chartered Investment Manager (CIM) designation. With more than 35 years of experience in the investment business, he has a proven track record of integrity in dealing with clients, a commitment to service quality and a focus on client goals. He works diligently to make the best possible recommendations for his clients.

Marc has been with CIBC since 2014 and has completed the Canadian Securities course (CSC) as well as the Wealth Management Essentials course (WME). He is an Investment Advisor and provides high-quality advice and wealth management solutions with his focus being on high-net-worth families, entrepreneurs, and corporations. Marc takes on a comprehensive wealth planning approach with clients and provides advice on investment management, estate strategies, and retirement planning.

Marc is fluent in English, French and Arabic. He earned his bachelor’s degree in business administration with a major in finance from Florida Atlantic University. He also was inaugurated into the FAU Hall Of Fame for his tennis accomplishments where he was captain of the FAU Men’s tennis team, and graduated with All-Academic honors.

Outside of his professional duties, Marc is involved with the Syrian refugee community where he is also a board member. He is a long-time member of the elite tennis community of Eastern Ontario where he coaches and mentors Ottawa’s top tennis players. In his free time, Marc enjoys playing tennis, spending time with his family, and traveling.

Brenda provides personalized client services to our select group of high net worth clients and their families. She is highly involved in the day-to-day management of client assets and provides assistance to clients with tax reporting, cash flow requirements, statement reviews & queries and required paperwork. Brenda holds a BA from Carleton University and has been working with Brett for the last 20 years and CIBC Wood Gundy and predecessor firms since 1992.

Andrea provides personalized client services to our select group of high net worth clients and their families. She is highly involved in the day-to-day management of client assets and provide assistance to clients with tax reporting, cash flow requirements, statement reviews & queries and required paperwork. Andrea has over 20 years of experience in the financial industry at CIBC Wood Gundy and predecessor firms, including the last 10 years working on the Fripp Financial team.

Tanya has been an integral part of the Fripp Advisory Group since 2022. She studied Finance at La Cité Collégiale, and has been working in the financial industry since 2010. She is also fully bilingual, allowing her to provide exceptional service to a diverse client base.

Tanya offers personalized client services to high-net-worth clients and their families. Her responsibilities include the day-to-day management of client assets, assisting with tax reporting, cash flow requirements, statement reviews, queries, and necessary paperwork. Additionally, she prepares detailed reports for clients' review meetings, ensuring they have a comprehensive understanding of their financial status.

Outside of her professional life, Tanya is an avid reader and a huge animal lover – especially dogs! She also enjoys spending time in nature.

As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.

Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.

Mark is a Financial Planning Specialist with CIBC Private Wealth Management working with the Advisory teams at the Ottawa Main, Kanata & Kingston Wood Gundy branches. Mark joined CIBC in 2020, and has over 16 years’ experience in financial advice and planning. He believes in a holistic and comprehensive approach to financial planning. Mark has extensive experience working with high net worth clients, both personal and corporate, to help them achieve their financial goals.