James is a graduate of the University of Calgary with a Bachelor of Commerce degree in Finance. With over 10 years of experience at CIBC, James focuses on identifying major market themes, analyzing equity and fixed income securities, and monitoring client portfolios to ensure investment policy compliance. James is a CFA Charterholder and maintains memberships with the CFA Institute and Calgary CFA Society. James is a registered IIROC Portfolio Manager and oversees both transactional and discretionary portfolios for clients. Having completed the Derivatives Fundamentals & Options Licensing course, James is fully licensed for trading. Among the numerous charities he assists, James is long-time supporter and donor for Kids Cancer Care Foundation of Alberta.
Charet is a University of Calgary graduate with a Bachelor of Commerce degree. With over 10 years of experience, Charet is a registered IIROC 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.
Ricky is a graduate of the University of Calgary with a Bachelor of Science degree in Actuarial Science. He is a CFA Charterholder and maintains memberships with the CFA Institute and Calgary CFA Society. Prior to joining CIBC Wood Gundy, Ricky worked in the oil and gas industry and holds the Energy Risk Professional (ERP®) designation.
Marika holds a Bachelor of Commerce degree in Finance and has been with CIBC Wood Gundy since 2008. Her credentials include over 20 years of experience in the financial services industry. She has completed the Canadian Securities Course, Conduct, and Practices Handbook. Marika is responsible for institutional reporting, fund transfers, new accounts, Mutual Fund, AMA, Equity, FX, and Fixed Income trading. She delivers an excellent service experience for our clients, providing quick responses to inquiries.
Deanna brings over 30 years of experience in the banking industry to her role. Prior to joining Wood Gundy, Deanna worked as a Private Banking Associate at CIBC Private Wealth Management in Calgary. She has completed the Canadian Securities Course as well as the Conduct and Practices Handbook. Deanna enjoys providing excellent customer service to her clients.
David graduated summa cum laude from Ambrose University in 2014, with a Bachelor of Arts degree in the Behavioural Sciences. Drawing on a strong foundation in research and writing, David assists with the development of client communication.