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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Willson Investment Group

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Address 1 Hume Street Suite 103 Collingwood ON, L9Y 0X3
Telephone Number (647) 588-4344
Email Email us
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Telephone Number Tel

The Willson Investment Group

Fraser Willson, CIM, CFP®

Wealth Advisor
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Amy Kirouac

Administrative Assistant
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Stephen Willson, BA

Senior Wealth Advisor
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Tara Phillips

Client Associate
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Fraser Wilson

Fraser Willson, CIM, CFP®

Wealth Advisor
(647) 588-4344
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fraser.willson@cibc.com
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I use financial strategies to help investors thrive!

Taking the time to understand what's important to you, having an established process, and partnering for life to make sure you stay on track towards your goals is what you can expect when working with me.

 

While my office is in Collingwood I offer fully virtual client services allowing me to service clients anywhere.

Portfolio construction, wealth strategies, goal setting, economic behavioural coaching, insurance strategies... and much more.

As a CFP® professional, I am trained to simplify complex financial matters to help clients make good decisions.

As a Chartered Investment Manager (CIM®) I am trained on how to manage wealth from an investment standpoint and how to understand market conditions as they evolve.

 

I live with my wife Lisa, and dog, Cassi. I spend my leisure time in the outdoors - biking and camping.

 
Stephen Wilson

Stephen Willson, BA

Senior Wealth Advisor
(289) 314-9325
(519) 371-4279
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stephen.willson@cibc.ca
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As a Senior Wealth Advisor, Stephen directs The Willson Investment Group in providing excellent customer service. Stephen's 30+ years of experience in the financial services industry enables him to help achieve clients' investment objectives in an organized and disciplined manner. The Willson Investment Group utilizes a team-based approach to asset management which gives clients extremely personalized service. Stephen is a graduate of the University of Western Ontario. In his free time Steve enjoys skiing, biking, golf & hiking with his wife & 5 children.

 

Tara Phillips

Client Associate
(905) 721-4156
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tara.phillips@cibc.ca
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Tara joined The Willson Investment Group team in 2004, having previously worked at CIBC. Tara has 20+ years of experience in the financial industry and in dealing with affluent clients. Tara has an impeccable eye for detail, ensuring all client documentation is processed quickly and accurately. Tara also assists in handling any inquiries or requests you have in regards to administrative concerns or transactions in your accounts, and she is also able to execute orders.

 

Amy Kirouac

Administrative Assistant
(519) 371-5833
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Amy.Kirouac@cibc.com
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Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking 

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 

Our partners

We partner with CIBC experts to help address all of your wealth needs.

 
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Andrew Duncan

Andrew Duncan, CFP, 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 Duncan

Andrew Duncan, CFP, PFP, CIM

Financial Planning Specialist
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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.

 

Contact us

Address

The Willson Investment Group Address
1 Hume Street
Suite 103
Collingwood, ON L9Y 0X3
Telephone number: (647) 588-4344
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


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