Ross advises affluent investors, corporations and institutions on:

• Asset allocation
• Portfolio risk management
• Discretionary portfolio management
• Estate and retirement planning

This includes the management of equities, fixed income, mutual funds, alternative strategies and insurance related products. Ross manages discretionary portfolios exclusively for his clients. These strategies include dividend-focused Canadian and U.S. equity portfolios, fixed income strategies, and tactical allocation strategies designed to provide more stable growth over time with lower downside.

Ross holds a Bachelor of Commerce from Queen's University and a Chartered Financial Analyst (CFA) designation from the CFA Institute. He has been working in the investment management industry since 1996. He has extensive knowledge in the areas of stock selection, asset allocation, portfolio management and analytics. Ross is a member of both the CFA Institute and the Ottawa Society of Financial Analysts and sits on the finance and investment committee for two major Ottawa-based institutions and on the board of Ski for Kids, a fundraising event for the CHEO Foundation.

Susan is a Client Associate with CIBC Wood Gundy and has successfully completed the Canadian Securities Course, Conduct and Practices Handbook, and Wealth Management Essentials.

She provides exceptional client service, treating clients with care and consideration while primarily handling administrative tasks. In her spare time, Susan enjoys spending time with her friends and family, travelling, and watching true crime documentaries.

Ryan joined our team after a career in professional hockey. Ryan graduated from Princeton University with a Bachelor of Arts in Economics with a Minor in Finance. While earning his degree, Ryan played NCAA hockey for the Princeton Tigers, was named the assistant captain of the team in 2018 and is their all-time leading scorer. Ryan played in the NHL for a short period with the Detroit Red Wings and finished his career in Germany. Ryan is fully bilingual in English and French.

Ryan has completed his Canadian Securities Course and Conduct and Practices Handbook. He looks forward to interacting and helping clients in every aspect of the business.

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 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.