Dave Bassett, CIM, FCSI
With degrees in economics and business, multiple investment designations and over 25 years experience, I can provide you with the knowledge and experience required for your long term financial success. Working together, we'll develop a financial plan that supports your values and goals and allows you to grow and preserve your wealth.
While not at work, Dave & his wife enjoy travelling the globe. Having visited over 40 countries including China, Russia & India.
Ben Houston, CIM, PFP, FCSI
I have been licensed to provide investment advice for over 15 years and joined CIBC Wood Gundy in 2018. I help create, monitor and recommend customized investment portfolios using stocks, bonds, exchange traded funds and other financial instruments. Together with Dave Bassett we offer highly personalized and proactive attention, along with timely, professional and reactive services.
Outside of work, Ben and his family enjoy spending time in Guadalajara, Mexico. Ben, his wife and daughter are all proficient in Spanish.
Jackie Mclellan
Jackie has worked with CIBC Wood Gundy & predecessor firms since 1981. As a Financial Associate, Jackie is fully licensed and has completed progressive Canadian Securities Institute courses. She is also Insurance Licensed. With over 35 years in the investment business, Jackie offers investors her wealth of industry experience every day. She is deeply committed to building long term relationships with our clients based on trust and mutual respect. She specializes in problem solving and is involved in all aspects of the client services experience.
During her free time, Jackie enjoys long walks, gardening and relaxing on the dock. Born and raised in Nova Scotia and New Brunswick, Jackie moved to Ontario in 2002 but will always be a "Maritimer" at heart.
Susan Turpin
Susan has been with CIBC Wood Gundy for over 25 years. She is passionate about providing superior client service in a timely and efficient manner. Her organizational skills and attention to detail make her an invaluable asset to the team. Any administrative request or question is not too small or too large for her immediate attention.
In her free time she enjoys experimenting in the kitchen, quilting and being outdoors with family and friends.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Andrew Duncan, PFP, CIM
Financial Planning Specialist
As a Financial Planning Specialist and member of CIBC Wealth Planning Group, Andrew works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.
With over 20 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, charitable-giving, business succession planning and tax optimization strategies.
Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and the Personal Financial Planner PFP® designations.
Andrew Warden
Senior Private Banking Advisor
Your vision of wealth is achievable over time. My years of experience within the financial industry have shown me the power of proper planning and persistence. Sadly, I've personally witnessed how wealth can be lost through poor decision-making and inadequate planning. Understanding you and where you're at in your life today helps me better understand you and your family's vision for the future. I begin by listening to you. Ensuring that I understand your unique situation and needs.
Supported by our CIBC experts, my team and I provide proactive advice that is personally tailored to your family's unique needs. Working with other members of your financial advisory team, I ensure open communication and timely cooperation to help you achieve your wealth goals.
Andrew Duncan, PFP, CIM
As a Financial Planning Specialist and member of CIBC Wealth Planning Group, Andrew works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.
With over 20 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, charitable-giving, business succession planning and tax optimization strategies.
Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and the Personal Financial Planner PFP® designations.
Andrew Warden
Your vision of wealth is achievable over time. My years of experience within the financial industry have shown me the power of proper planning and persistence. Sadly, I've personally witnessed how wealth can be lost through poor decision-making and inadequate planning. Understanding you and where you're at in your life today helps me better understand you and your family's vision for the future. I begin by listening to you. Ensuring that I understand your unique situation and needs.
Supported by our CIBC experts, my team and I provide proactive advice that is personally tailored to your family's unique needs. Working with other members of your financial advisory team, I ensure open communication and timely cooperation to help you achieve your wealth goals.