With over 2 decades of experience in wealth management and financial planning, David's practice has been built on professional integrity, exceptional service and a conservative style of investing. David believes there is no better investment than the time spent getting to know his clients, developing trust, mutual respect, and open communication. David and his team are committed to understanding the current circumstances and needs of their clients and developing a plan to help them reach their financial goals.

Mark works to help motivated individuals and families overcome investment complexity with clear, straightforward financial advice. Balancing upside potential with downside risk mitigation through the application of actionable and practical investment strategies, is the foundation of what we do best.

With over a decade in financial services, Mark has been with Wood Gundy since 2014 and earned an Economics degree from Simon Fraser University. He holds the Chartered Investment Manager (CIM) as well as the Qualified Associate Financial Planner (QAFP) designations, all part of his pursuit to fully support his clients.

Mark lives in Vancouver with his wife Jessica, two sons, Noah and Zach, and their dog “Batman”. When not helping clients, he can be found taxiing his boys to the local swimming pools, baseball diamonds and skating rinks. Fair weather golf and bike trail rides with the family are also sparingly squeezed in between. Mark has learned a lot about adaptability and patience through all of this, something his golf swing can still use a lot of.

Diane has been with CIBC Wood Gundy and its predecessors for over 35 years. She began her career in Operations and transitioned to an Administrative Associate 15 years later. Diane is licensed as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO). She supports the team with day-to-day client account administration. With her many years in the industry, Diane is able to provide clients with a very high level of administrative expertise.

Shauna holds a Diploma in Accounting from North Island College and previously worked in accounting and hospitality. After joining CIBC Wood Gundy in 2011, Shauna acquired her IIROC license as an Investment Representative and has continued to enrich her industry knowledge by working towards the Certified Financial Planner (CFP®) designation. Her responsibilities as an Administrative Associate consist of managing client documentation as well as administrating daily requests and transactions. Shauna strongly values the importance of client service and strives to ensure that our client's needs are met with accuracy and care.