In addition to earning a Bachelor of Science from the University of Alberta, Davis holds the Certified Investment Management and Certified International Wealth Manager designations - amongst the highest attainable in the financial service profession.  He has more than twenty years of experience providing services in the areas of portfolio design and management, financial planning, estate planning, insurance, and business succession planning.  Davis offers a comprehensive service platform to help his clients - business owners, professionals, and retirees - manage their personal and business finances.

Deniece has been providing administrative and professional support services in the financial services industry since 1981. Her personable, yet professional approach complements her vast experience in the field, and makes her an invaluable member of the team and our firm.

John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.