Jordan graduated with honours from Iowa Wesleyan University in 2009 with a Bachelor of Arts Degree in Business Administration and Sport Management. He was a 4-year member of the men's golf team and was named to the all-academic and all-conference teams. Upon graduation Jordan was named Lifetime Honorary Captain for his dedication, sportsmanship and character that exemplifies the spirit of being an Iowa Wesleyan University Student-Athlete (Go Tigers!).

After spending a year working in the professional golf industry with the LPGA and PGA Tours he joined CIBC through their President's Choice Financial division as a Personal Banking Representative. He began working with CIBC Wood Gundy Financial Services Inc. as an Estate Planning Assistant and became Life Insurance Licensed in 2010. Jordan became an Associate Estate Planning Specialist in 2011 and joined John Robinson as a partner and Estate Planning Specialist in 2015. Jordan earned his Certified Financial Planner designation in 2014, his Chartered Life Underwriter designation in 2016 and his Trust and Estate Practitioner designation in 2020.

In his spare time Jordan is an avid golfer, he enjoys competing in amateur tournaments and is a member of the London Hunt and Country Club. Jordan and his wife Kelly live in the Old North neighbourhood of London, ON; they enjoy spending time exploring the city with their boxer Otis.

David graduated with honours from McMaster University with a Bachelor of Business Administration degree. He was recipient of the peer-nominated McMaster Intramural Athlete of the Year Award in 2009 for excelling in creating a positive, respectful and inclusive sporting environment. In the same year, he was also a member of the Ontario University Athletic (OUA) silver medal-winning varsity squash team.

After graduation, David spent a year working and traveling in Australia. Upon his return, he began his career while working towards the Certified Public Accountant (CPA) and Chartered Accountant (CA) designations; becoming a fully accredited CPA, CA in 2014. David has also completed the Life Licence Qualification Program (LLQP). He joined our team in May 2016 as an Associate Estate Planning Specialist.

David is an avid traveler, having mostly recently spent four months in Southeast Asia and Eastern Europe, including a month volunteering at rural schools in Cambodia. He is a diehard tennis fan and has been a spectator at all four of the sports major tournaments. In his spare time, he continues to train and compete in local, provincial and national squash events.

Steph graduated with honours from the School of Digital and Performance Art at Fanshawe College; specializing in Technical Production Design.  She then went on to work as a Live Event & Program Coordinator for various theatre & live event companies within the London community.  With over 10 years for working in Arts Management, Steph's administrative skills set brought her to CIBC Wood Gundy in August of 2019 and she has since completed her Life Licence Qualification Program (LLQP) in the province of Ontario.  In her spare time, she continues to be an active member of London's Theatre Community and takes in live events whenever she can.

Adam graduated from the Bachelor of Commerce honours program at the University of Guelph in 2020, specializing in Marketing Management.  In addition to industry experience, Adam obtained his life licence qualification (LLQP) insurance licence through the Financial Services Regulatory Authority of Ontario (FSRA).  Adam resides in London and has enjoyed playing a variety of competitive sports such as hockey, football and rugby.  In his spare time he enjoys playing golf, supporting his brothers' sporting events and spending time with his family at the cottage.