Tom has over 30 years of experience in investment management, financial planning and estate planning. His educational background includes a Master of Arts from the University of Western Ontario, and a Master of Business Administration from Queen's University. He also holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. As a qualified Portfolio Manager, Tom designs and implements investment strategies and asset allocation models, as well as oversees investment selections suitable for individual financial plans.

Having recently entered the "empty nest" phase of his life, Tom keeps busy by staying actively involved in various charitable activities, and is interested in preserving the city's heritage architecture. Northern Ontario back country is a favorite destination of his.

Andrew focuses on working with clients to help them create long-term, personalized financial plans in addition to overseeing the portfolio design and implementation along with his partners Tom and Tom.

In addition to completing three University degrees, including an MBA, Andrew has also earned the right to call himself a Chartered Financial Analyst and a Certified Financial Planner.

The CFA Charter is generally regarded as the top financial designation in the world.

He has spent most of the past 20 years working in the Financial Industry. His career with CIBC started in 2006 and he has been serving high net-worth investors ever since.

When he's not working, Andrew enjoys playing golf, working out, and spending time with his family. He lives just north of London with his wife, 3 kids, 2 dogs and a cat.

Alex brings dedication and forward-thinking to his relationships with clients. He believes that success is enhanced with proven processes. He enjoys working to help implement and execute processes that can help clients to achieve their wealth goals.

Alex holds a degree in philosophy from Western University. He has earned the Chartered Investment Managed (CIM®) and Personal Financial Planner (PFP®) designations from the Canadian Securities Institute.

When he’s not working, Alex is an avid golfer. As a student-athlete in university, Alex was a member of the golf team at Western University and while studying abroad at the University of St Andrews. A born and raised Londoner, Alex believes in being actively engaged in the community. He is a member of Rotary International and the Rotary Club of London South.

Jamie grew up in rural Elgin county enjoying farm life until moving to London for college, where he earned Diplomas in Accounting and Business Administration from Fanshawe College. A long time London resident, he is married with two sons.

With over 40 years in the financial industry, Jamie started as a teller while still in school and has successfully worked his way up through the ranks to his current position. Along the way, Jamie continued his education and obtained his title of Certified Financial Planner (CFP®).

Jamie has volunteered in the past with United Way, Junior Achievement and Scouts Canada. In recent years Gardening has become a passion, along with the regular workout schedule at the gym!

A London native, Alyssa is a graduate of the business finance program at Fanshawe College and has been working in the financial industry for 8 years. Her experience and background has given her a steady hand with trading, systems and analytics.

She enjoys first and foremost spending time with her 2 children and husband as well as her favourite past time, baking. The travel bug is present too as Alyssa has a few bucket list destinations waiting for her.

The youngest of 4 children, Ann was raised on a large farm in Harrow, Ontario. She graduated from Fanshawe College with a diploma in business and decided to make London her home.

Ann spent 16 years in commercial property management and began working in the financial industry in 2008.

Having joined our team in November 2018 she provides administrative assistance and is committed to the highest level of client service.

She collects Betty Boop, listens to Jimmy Buffett and enjoys a nice red wine.

Since joining the team in 2019, Zvonko has been excelling at client service and building client relationships within our practice. He has ample experience in the industry and with his educational background, an Honours Economics program at the University of Western Ontario, Zvonko is proving to be a valuable asset to our team. A great resource for clients, Zvonko is also fluent in both English and Croatian. This has helped him understand and connect with people from various backgrounds.

When he’s not working, Zvonko likes to travel, ski and spend time with his family.

Vivien joined our team in 2019 after graduating from the Professional Financial Services Program at Fanshawe College. Along with her previous experience working as a Law Clerk, she brings a wealth of knowledge about office management and administrative systems to the team.  

Vivien is a quick study, having obtained her registration with CIRO, and recently earning the Certified Financial Planner (CFP) designation.

On the team, she has become a valuable member providing client service and administrative assistance.

In her free time, Vivien likes to bake and craft.

Estate Planning Specialist
John began his career in the financial services industry in 1982 and joined CIBC Wood Gundy in 1996.  

John works closely with CIBC Private Wealth Management partners and their clients to help create tax efficient wealth and estate planning strategies. Our team is built on trust and integrity and has been built to serve the needs of our clientele for the decades that follow.

By helping our clients make informed decisions we effectively assist clients with passing wealth to the next generation without compromising their present standard of living. 

As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.

Nick believes that a key part of his role is to provide his clients and their family with convenience, flexibility and peace of mind through the services and financial solutions he provides. Based on his client's goals, Nick engages partners from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Nick has worked in the financial services industry since 2010.