With over 15 years of experience advising municipalities and institutional investors at CIBC, James Hobson delivers clear, disciplined investment guidance in complex markets. A Portfolio Manager and CFA Charterholder, James has deep expertise in fixed income, equity strategy, portfolio construction, and policy-driven asset allocation. At CIBC Wood Gundy, James leads an advisory practice focused exclusively on customized institutional portfolios. He supports clients with defined mandates — ensuring alignment with investment policy, transparency in execution, and long-term consistency in performance. James holds a Bachelor of Commerce in Finance from the University of Calgary and is a member of both the CFA Institute and the Calgary CFA Society. He is also derivatives licensed for advanced trading strategies. Beyond his professional commitments, James actively supports community initiatives, including long-standing involvement with I Can for Kids, a nonprofit dedicated to alleviating childhood food insecurity. Institutional clients value James for his responsiveness, clarity, and steady hand. His focus: protecting public capital, delivering results, and building trust that lasts.

Charet is a University of Calgary graduate with a Bachelor of Commerce degree. With 15 years of experience, Charet is a registered CIRO Portfolio Manager and oversees both transactional and discretionary portfolios for clients. He is a CFA® Charterholder and maintains memberships with the CFA Institute and Calgary CFA Society. Charet also holds the Chartered Investment Manager (CIM®) designation, along with a Certificate in Derivative Market Strategies. Prior to joining CIBC Wood Gundy, Charet worked in the Oil and Gas sector, developing a wealth of experience in energy markets. Charet also managed and led a start-up business venture to be listed on the public exchange. Charet is an avid supporter of the Calgary Children's Hospital.

Nick graduated from Queen’s University with a Bachelor of Commerce (Honours) and also has an MBA from the Schulich School of Business at York University. With over 5 years of Capital Markets sales and trading experience, Nick focuses on designing custom investment strategies for clients in the public and not-for-profit sector as well as for high net worth families. Nick, his wife and their four young children are Burlington residents. He devotes time to causes focusing on the well-being of children and families within the Halton Region community.

Jake is a graduate of York University with a Bachelor of Science in applied mathematics. Jake previously worked directly in Capital Markets sales and trading, customizing a wide variety of bespoke investment products. He has a sophisticated understanding of fixed income markets, equity derivatives, and debt issuance. As a former national team member at Gymnastics Canada, Jake brings drive, dedication, and energy to every task he completes. He has successfully completed Level I of the CFA designation.