With over 20 years of experience at CIBC Wood Gundy, Calvin continues to assist clients and their families with financial planning and wealth management. His outstanding analytical skills and charismatic personality guarantee that clients are provided with an enjoyable investment experience.
Calvin values giving back to the community. He is actively involved in programs such as Big Brother and has chaired tournaments like Facing off Fore Charity supporting the London Regional Cancer Program. Calvin leads an active lifestyle, playing tennis, golf, and squash in his spare time. He has a passion for travelling and enjoys spending time with his family and friends.

Shelley has been working in the financial industry over 40 years. Shelley manages day-to-day operations for our team and all aspects of administration. Her experience encompasses numerous areas of the industry, providing her with a well-rounded perspective when it comes to meeting clients' needs. Shelley has the credentials and experience to assist clients with their investments and provide advice and information when necessary. She is committed to the highest level of client service. Her careful attention to detail is her guarantee for quality service, every time. Shelley enjoys extended nature walks, photography and spending quality time with her family and grandsons.

Cooper is a recent honours graduate of Fanshawe College’s Business Finance program. During his studies, he proudly represented the college at the national financial planning competition for post-secondary students, earning an impressive third-place finish. His hands-on experience as a teller and personal banker has equipped him with a solid foundation in client service, financial management, and relationship building.

Beyond the office, Cooper is passionate about staying active and embracing the outdoors. His involvement in sports has instilled in him a strong sense of discipline, teamwork, and strategic thinking—qualities that seamlessly translate into his professional life. A music enthusiast, Cooper values creativity and diverse perspectives, which he brings to every challenge he tackles.

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.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.