My name is Josh Melchers. I joined CIBC Wood Gundy in 2020 and have over a decade of experience in Finance and Accounting. Prior to joining Wood Gundy, I was a Senior Financial Advisor in our CIBC Retail Banking group and prior to that I worked as a Chartered Professional Accountant with KPMG.

In 2013, I graduated from the HBA program at the Ivey Business School, which is also where I met my beautiful wife. From there I started my career at KPMG in Toronto where I earned my Chartered Professional Accountant designation. Since then, I have also earned my CFA Level 1 and completed my CFP Certification Examination.

My wife and I welcomed our amazing daughter into our family in 2021, who joined us with our two rescue dogs and two rescue cats. When I am not spending time with my family, I also enjoy running (having completed over 5 half marathons and 2 ultra-relays), playing hockey, squash, and golf.

I have a passion for working with clients to develop sound investment strategies and comprehensive financial plans to help meet their goals. I look forward to getting to know you and sharing more about the great services that we offer!

With over 13 years of financial planning experience, Brian is passionate about financial planning and works with clients to deliver financial plans and advanced planning strategies to help them achieve their goals. He is well versed in providing advice, support and direction on complex issues such as retirement planning, tax planning, cash management, estate planning, business succession & transition planning.

Jordan Crampton s’est joint à CIBC Wood Gundy en 2010 ― peu de temps après avoir obtenu un baccalauréat ès arts ― en tant qu’adjoint au sein de l’équipe Planification successorale. Cette occasion lui a permis d’en apprendre autant que possible sur les services financiers et le secteur de l’assurance, et grâce à ces connaissances, il est en mesure d’aider les clients et les conseillers dans le cadre de ses fonctions actuelles. M. Crampton a à cœur de mettre à profit son interprétation et ses compétences techniques à chaque relation professionnelle et de veiller à ce que notre équipe offre la solution appropriée à chaque client.

As a Private Banking Advisor, Bryan believes a key part of his role is to provide clients and their families with convenience, flexibility and peace of mind through the services he provides and the financial solutions offered. Together with his Associate; they manage clients’ day-to-day banking, cash and credit management, and investing needs, while working closely with their extended team of advisors. Clients are offered highly personalized, proactive attention, along with timely, professional and reactive services.

As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.