Mike graduated from Royal Military College in 1985 with an Honors degree in Economics and Commerce. Following his service as a Maritime Patrol Aviator, he began his career as an Investment Advisor in 1995. An enthusiastic student of the financial markets, Michael develops well-balanced portfolios that will out-perform their benchmark.

Mike lives in Ottawa with his wife, Connie, with whom he will soon celebrate their 35^th wedding anniversary. They enjoy hiking and snow-shoeing together in Gatineau Park, and spending time with friends and family.

Mike’s core beliefs are the following:

• Equality of opportunity
• Acceptance of personal responsibility for one’s actions
• Respect for property rights
• The superiority of free market capitalism over any other economic system 

Mitchell is responsible for assisting with the management and maintenance of client portfolios. In 2019, he received his Honors Bachelor’s Degree in commerce with a specialization in finance. Following his graduation, Mitchell began his career in the wealth management industry, gaining experience at various firms before joining CIBC Wood Gundy in early 2023.

He continues to build upon his existing industry knowledge by pursuing the Chartered Financial Analyst (CFA) Designation, along with other professional designations. Mitchell also enjoys spending time with family and friends, golfing and relaxing at the cottage.

As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.

Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.

Mark is a Financial Planning Specialist with CIBC Private Wealth Management working with the Advisory teams at the Ottawa Main, Kanata & Kingston Wood Gundy branches. Mark joined CIBC in 2020, and has over 16 years’ experience in financial advice and planning. He believes in a holistic and comprehensive approach to financial planning. Mark has extensive experience working with high net worth clients, both personal and corporate, to help them achieve their financial goals.

As a CIBC Senior Trust and Estate Consultant, Karen believes 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. She offers services as a professional executor, power of attorney for property or trustee. She 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. Karen has the expertise to execute or assist others to execute that role effectively and efficiently.