Beginning with our predecessor firm, Jordan has over 20 years of experience in the investment industry. Jordan focuses on the financial and investment needs of affluent individuals, corporations, trusts and foundations. Jordan graduated from York University with a degree in political science and is also a graduate of the Financial Management Advisor program (FMA). The FMA is a mastery level knowledge of wealth management strategies that enables him to counsel individuals and corporations on complex wealth management issues beyond the scope of basic financial planning. Jordan is also a Fellow of the Canadian Securities Institute (FCSI)

Partnership is the hallmark of a successful client and advisor relationship. For over a century, CIBC Wood Gundy has been developing trusted partnerships with clients - building long-term relationships that extend beyond individual transactions, span market cycles and bridge generations of investors. With offices around the world, you have one of the largest full service investment firms in the country standing behind your investments. Over the past 10 years, Jordan Zale has built a highly qualified and respected advisory team.

Shafeena has been with CIBC Wood Gundy for over 15 years. Prior to joining CIBC Wood Gundy, Shafeena worked at another major Canadian Bank. Shafeena is the primary contact person should you have any questions about your financial planning process. She will ensure that an appropriate member of our team responds to your query. She is committed to ensuring that all client enquiries and trading are taken care with a great deal of attention in a very prompt fashion. Shafeena has successfully completed her Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and is fully licensed to trade stocks, bonds and mutual funds. Shafeena’s background along with her personable and friendly nature, enables her to go above and beyond in ensuring the comfort and satisfaction of our clients.

Anne-Marie joined the financial planning Industry in 1997 after taking her CGA. She uses her knowledge of Corporate and personal tax to advice business owners, high net worth individuals and families on personalized, comprehensive Tax and Estate Planning strategies using life insurance.

Every business owner, family and individual is unique – if you ask enough questions you will find out what is truly important, how to help them achieve their goals now, and in the future.

Anne-Marie is dedicated to working closely with your advisor and wealth team to help transfer and protect wealth, reduce taxes and increase estate values while providing peace of mind.