Gordon Ley has over 35 years of invaluable experience in the industry, having begun his investment career in 1986. He holds numerous credentials including the Chartered Investment Manager (CIM®) designation.

Gord is passionate about helping clients reach their financial goals and achieve a genuine sense of freedom and security that reaches beyond money. He enjoys a strong personal bond with his clients and is honoured to often be invited to weddings, anniversaries, and other important life events.

Gord’s involvement in the community is extremely important to him and his family. He has co-chaired several fundraising initiatives with his wife Patti, including the United Way, the Cobourg Community Centre, and the Northumberland Hospice Care Centre. He co-founded the Cobourg Hospital Foundation before it become the Northumberland Hills Hospital Foundation and co-founded and coached the Northumberland Breakers Volleyball Club. Most recently Gord helped organize a 700+ community volunteer “Orange Army” to help over 90,000 vaccinations in Northumberland Mass Vaccination Clinics.

Gord and Patti have been married for 40 years and have two sons and two daughters.

Lynn Agueci has over 30 years of experience in the investment industry. For more than 25 years, Lynn has been an invaluable resource for our team. As Gord's right-hand person, she is often the first point of contact for our clients.

Lynn's above-and-beyond the call of duty attitude is unmatched. She ensures the overall management of the office, organizes and manages client meetings, prepares internal and external communications, and finds answers to our clients' inquiries.

She is a mother of two, and a grandmother to twin boys. Lynn married to Joe for 44 years and in their spare time they like to travel. Lynn is continually seeking new ways to achieve more while maintaining an extraordinary quality of life.

Jaclyn Agueci joined the firm in 2021 after a successful career as both a legal assistant and project manager at Rogers Communications Inc. A graduate of Carleton University, she received her Bachelor of Arts with a minor in law and recently achieved her Registered Representative as a CIRO registrant. Jaclyn supports the various needs of our team, including marketing, communications and client service.

Jaclyn returned to work and to Northumberland County after becoming a mother to twin boys. Prior to joining our team, she worked for Community Care Northumberland, focused on the Ed’s House Northumberland Hospice Care Centre Campaign, where her role included donor relations, finance, fundraising and communications.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

As a Senior Private Banking Advisor, I provide my clients with convenience, flexibility and peace of mind through the services and the financial solutions I offer.

I start by understanding the financial goals of my clients, whether in terms of cash and credit management or investments and planning to develop services customized to their unique needs.

My clients benefit from the access I have to highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help my clients achieve their financial goals.

As a Senior Trust & Estate Consultant I believe that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed.

We offer services as a professional executor, power of attorney for property or trustee. We 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. We have the expertise to execute or assist others in executing that role effectively and efficiently.

Andrew Duncan is a Director, Financial Planning Specialist and Team Lead with the CIBC Wealth Planning Group. He works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.

With over 25 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, chartable-giving, business succession planning and tax optimization strategies.

Geoff believes that a tailored approach is essential when implementing insurance solutions that are designed to preserve, enhance, transfer and protect the wealth of clients, whether personal or corporately owned.

Geoff has earned many professional designations throughout his career, including the CFP, CLU, CHS and CEA designations. Geoff also earned his Bachelor of Sports Management (BSM) Degree from Brock University.