Neil has been with CIBC Wood Gundy for the past 20 years advising both clients and our firm as a member of the management team. Neil and his team work with affluent families with complex needs to help them organize and gain perspective on their wealth. This is  achieved through a client-centric approach, rooted in getting to know their clients very well in order to act in their best interests.

Neil currently serves on the Board of Directors at the Peace Arch Hospital Foundation, which is one of the largest hospital foundations in the province.

In his spare time, Neil enjoys training and travelling with his wife, Lisa, to compete in triathlons. Having success in a sport that involves three different disciplines, has taught Neil many lessons which he has applied to the business. Neil and his wife both enjoy skiing with their three kids. Friends are also important to Neil and Lisa and they enjoy entertaining them at their home. Neil has a passion for gourmet cooking, but Lisa is quick to remind him that he is a little messy in the kitchen.

The role Jeremy plays as an advisor centers around helping our clients make smart decisions when it comes to growing their wealth. To achieve this, he is responsible for creating wealth solutions that address the unique needs of each client. Every action is motivated by doing what he truly believes is in your best interest.

Jeremy has been with CIBC and CIBC Private Wealth since 2006, and over this time he has worn many hats. Today, one of the things that motivates him the most is supporting our clients in the pursuit of their passions. He believes the best solutions are the ones that occur at the intersection of wealth and passion, and he enjoys getting to know our clients well enough to understand where these lines are.

Jeremy’s passions include helping others, staying active, and being in nature. Jeremy is also a big believer in educating our youth through sports. As a result, outside of his professional life, Jeremy spends much of his free time coaching youth hockey and adventuring with his family, with many of his adventures centering around hockey, biking, skiing, surfing, and fishing.

Jeff offers private investment planning and wealth management services to affluent individuals, families and businesses. Clients are engaged with personalized wealth strategies, retirement plans, hold co. investment solutions that are geared to achieve their most important objectives. Endearing himself to his clients, Jeff works diligently to provide excellent ongoing service and advice to ensure his clients are comfortable through all stages of their financial journey.

Jeff’s industry experience began in the mid-1990s, a continuing passion that existed in high school, and this time period has brought Jeff face- to- face with some of the toughest market cycles in history.

Today, with over two decades of experience, Jeff has helped people navigate through many market cycles – good and bad. He has earned his Personal Financial Planner (PFP) and Chartered Investment Manager (CIM) designations allowing him to help people strategize for what is most important to them and their families.

Jeff has been involved for many years in community sports helping to coach his daughter’s soccer teams and his son’s hockey teams. In his spare time he enjoys skiing, hockey, hiking and kayaking to stay active, as well as fortifying his culinary skills through artisan bread and pizza baking.