As an Investment Advisor to individuals, families and business owners, Richard has had the pleasure of helping his clients reach their financial goals for over 25 years.

His success as a trusted advisor can be attributed to his careful attention and understanding of his clients' needs, together with an extensive educational background.

A graduate of the University of Guelph with a Bachelor of Science degree, he also holds the Financial Management Advisor (FMA) and the Canadian Investment Manager (CIM) designations. Richard is a Fellow of the Canadian Securities Institute (FCSI) and was previously the Barrie Branch Manager.

As a Senior Wealth Advisor, Richard believes it is important to understand his clients' values, dreams and goals, and to provide them with the financial stewardship to help realize them.

The financial solutions he provides are personally tailored to each individual and are always firmly grounded in prudent financial advice.

Clients enjoy peace of mind knowing their investments are being professionally managed to optimize capital preservation and portfolio growth.

Originally from Owen Sound, Max is a graduate of the University of Toronto and has over a decade of experience in the industry. Max is a credentialed Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) who brings his experience in banking and lending to provide more wholistic advice to his wealth clients. Max is known for his client-focused approach and his commitment to understanding individual financial goals.

Alison joined Wood Gundy Barrie, in August of 1990 and prior to joining us she worked for 7 years in the banking industry. In 2020, Alison celebrate 30 years with the firm! For those first 30 years she was the Senior Branch Administrator, managing the daily operations of the branch, the support staff, and assisting the branch manager with supervision where needed and since 2020 she has been a Client Associate for Richard and his team. She has a vast amount of knowledge in many areas of the investment world and is registered with CIRO as an IR and Supervisor (IR). Over her many years with the firm, she has helped out with other advisors within the branch by providing training and assistance when needed. She brings a wealth of experience and exceptional customer service to our team.

David works from the Wood Gundy Owen Sound Office.

Having started with CIBC Wood Gundy in 1991, David has extensive industry, technical and administrative knowledge David is known for his superior service and excellent client relations. His educational background and professional experience makes him a valuable asset to the team.

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.

Geoff resides in Oakville with his wife Jenn and daughter Emma.

Away from the office, you can find Geoff at the cottage with his family or playing recreational sports at the local hockey rink, baseball diamond or golf course.