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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Rowan-Legg Wealth Management

  • Home
  • About Us
    • Our Team
  • Investing With Us
    • Philosophy & Process
    • Investment planning
    • Our solutions
  • Portfolio Management
    • Core Strategies
    • Market viewpoints
  • Community
  • Contact us

Our Team

Address 150 Elgin Street Suite 2100 Ottawa ON, K2P 1L4
Telephone Number (613) 783-4679
Email Email us
Email Email
Telephone Number Tel

About Wood Gundy

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
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Ross Rowan-Legg

Ross Rowan-Legg, CFA

Senior Wealth Advisor

Senior Portfolio Manager

Tel:

(613) 783-4679

Email:

Ross.Rowan.Legg@cibc.ca

For nearly three decades, Ross has been helping affluent families, business owners and professionals build and preserve their wealth by creating custom wealth management and wealth planning strategies.

 

Ross holds the Chartered Financial Analyst (CFA) designation. He earned a Bachelor of Commerce degree from Queen’s University in Kingston.

 

In his free time, Ross enjoys road cycling, mountain biking, alpine skiing and golf. Ross has served as a board member on several charities including the Ottawa Hospital Foundation. He is married with one child.

headshot

Spencer Forsythe

Investment Advisor

Email:

spencer.forsythe@cibc.com

Spencer has over 12 years of experience serving affluent investors. In partnership with CIBC experts, he helps families address their investment, retirement, estate, banking, and borrowing needs.

 

He attended the University of Ottawa and started working in finance after graduating. Spencer focuses on providing client-centric investment and wealth management advice.

 

In his free time, Spencer enjoys outdoor activities including golf, softball and trails in the Ottawa-Gatineau region. He can be found trying a new restaurant most weekends with his wife.

Ryan

Ryan Kuffner

Client Associate

Tel:

(613) 783-7810

Email:

Ryan.Kuffner@cibc.com

Ryan focuses on client relationships, investment management and wealth planning solutions, working diligently with CIBC partners to address all facets of client needs.

 

Ryan has a degree in Economics with a Minor in Finance from Princeton University and joined the wealth management industry after four years of being a professional hockey player in North America and Europe.

 

In his free time, Ryan enjoys spending time with his family and friends, playing hockey and golf, and downtime at his family’s cottage in Quebec.

Devyn

Devyn Oliver

Administrative Assistant

Tel:

(613) 783-6866

Email:

devyn.oliver@cibc.com

Devyn’s primary responsibility is to provide front line and administrative support. She prides herself in delivering effective and timely client support while streamlining operations within the team.

 

Devyn earned a degree in Human Rights and Social Justice at Carleton University and started her career as a teller in retail banking before moving to a Branch Administrative role at CIBC Wood Gundy.

 

When she is away from the office, Devyn enjoys playing sports such as hockey, tennis, and snowboarding. Devyn also loves to travel and spend time with her dog Lilah.

Spencer Forsythe

Investment Advisor
Opens in your telephone provided application.
spencer.forsythe​@cibc.com
Opens in your email provided application. Opens in a new tab.

Spencer has over 12 years of experience serving affluent investors. In partnership with CIBC experts, he helps families address their investment, retirement, estate, banking, and borrowing needs.

 

He attended the University of Ottawa and started working in finance after graduating. Spencer focuses on providing client-centric investment and wealth management advice.

 

In his free time, Spencer enjoys outdoor activities including golf, softball and trails in the Ottawa-Gatineau region. He can be found trying a new restaurant most weekends with his wife.

Ryan

Ryan Kuffner

Client Associate
(613) 783-7810
Opens in your telephone provided application.
Ryan.Kuffner​@cibc.com
Opens in your email provided application. Opens in a new tab.

Ryan focuses on client relationships, investment management and wealth planning solutions, working diligently with CIBC partners to address all facets of client needs.

 

Ryan has a degree in Economics with a Minor in Finance from Princeton University and joined the wealth management industry after four years of being a professional hockey player in North America and Europe.

 

In his free time, Ryan enjoys spending time with his family and friends, playing hockey and golf, and downtime at his family’s cottage in Quebec.

Devyn

Devyn Oliver

Administrative Assistant
(613) 783-6866
Opens in your telephone provided application.
devyn.oliver​@cibc.com
Opens in your email provided application. Opens in a new tab.

Devyn’s primary responsibility is to provide front line and administrative support. She prides herself in delivering effective and timely client support while streamlining operations within the team.

 

Devyn earned a degree in Human Rights and Social Justice at Carleton University and started her career as a teller in retail banking before moving to a Branch Administrative role at CIBC Wood Gundy.

 

When she is away from the office, Devyn enjoys playing sports such as hockey, tennis, and snowboarding. Devyn also loves to travel and spend time with her dog Lilah.

Ross Rowan-Legg

Ross Rowan-Legg, CFA

Senior Wealth Advisor
Senior Portfolio Manager
(613) 783-4679
Opens in your telephone provided application.
Ross.Rowan.Legg​@cibc.ca
Opens in your email provided application. Opens in a new tab.

For nearly three decades, Ross has been helping affluent families, business owners and professionals build and preserve their wealth by creating custom wealth management and wealth planning strategies.

 

Ross holds the Chartered Financial Analyst (CFA) designation. He earned a Bachelor of Commerce degree from Queen’s University in Kingston.

 

In his free time, Ross enjoys road cycling, mountain biking, alpine skiing and golf. Ross has served as a board member on several charities including the Ottawa Hospital Foundation. He is married with one child.

Spencer Forsythe

Investment Advisor
Opens in your telephone provided application.
spencer.forsythe​@cibc.com
Opens in your email provided application. Opens in a new tab.

Spencer has over 12 years of experience serving affluent investors. In partnership with CIBC experts, he helps families address their investment, retirement, estate, banking, and borrowing needs.

 

He attended the University of Ottawa and started working in finance after graduating. Spencer focuses on providing client-centric investment and wealth management advice.

 

In his free time, Spencer enjoys outdoor activities including golf, softball and trails in the Ottawa-Gatineau region. He can be found trying a new restaurant most weekends with his wife.

Ryan

Ryan Kuffner

Client Associate
(613) 783-7810
Opens in your telephone provided application.
Ryan.Kuffner​@cibc.com
Opens in your email provided application. Opens in a new tab.

Ryan focuses on client relationships, investment management and wealth planning solutions, working diligently with CIBC partners to address all facets of client needs.

 

Ryan has a degree in Economics with a Minor in Finance from Princeton University and joined the wealth management industry after four years of being a professional hockey player in North America and Europe.

 

In his free time, Ryan enjoys spending time with his family and friends, playing hockey and golf, and downtime at his family’s cottage in Quebec.

Devyn

Devyn Oliver

Administrative Assistant
(613) 783-6866
Opens in your telephone provided application.
devyn.oliver​@cibc.com
Opens in your email provided application. Opens in a new tab.

Devyn’s primary responsibility is to provide front line and administrative support. She prides herself in delivering effective and timely client support while streamlining operations within the team.

 

Devyn earned a degree in Human Rights and Social Justice at Carleton University and started her career as a teller in retail banking before moving to a Branch Administrative role at CIBC Wood Gundy.

 

When she is away from the office, Devyn enjoys playing sports such as hockey, tennis, and snowboarding. Devyn also loves to travel and spend time with her dog Lilah.

Ross Rowan-Legg

Ross Rowan-Legg, CFA

Senior Wealth Advisor
Senior Portfolio Manager
(613) 783-4679
Opens in your telephone provided application.
Ross.Rowan.Legg​@cibc.ca
Opens in your email provided application. Opens in a new tab.

For nearly three decades, Ross has been helping affluent families, business owners and professionals build and preserve their wealth by creating custom wealth management and wealth planning strategies.

 

Ross holds the Chartered Financial Analyst (CFA) designation. He earned a Bachelor of Commerce degree from Queen’s University in Kingston.

 

In his free time, Ross enjoys road cycling, mountain biking, alpine skiing and golf. Ross has served as a board member on several charities including the Ottawa Hospital Foundation. He is married with one child.

Spencer Forsythe

Investment Advisor
Opens in your telephone provided application.
spencer.forsythe​@cibc.com
Opens in your email provided application. Opens in a new tab.

Spencer has over 12 years of experience serving affluent investors. In partnership with CIBC experts, he helps families address their investment, retirement, estate, banking, and borrowing needs.

 

He attended the University of Ottawa and started working in finance after graduating. Spencer focuses on providing client-centric investment and wealth management advice.

 

In his free time, Spencer enjoys outdoor activities including golf, softball and trails in the Ottawa-Gatineau region. He can be found trying a new restaurant most weekends with his wife.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Mark Defalco

Mark Defalco, CFP, F.Pl.

Financial Planning Specialist

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.

Nigel Newland

Nigel Newland, B.Comm., CFP

Estate Planning Specialist

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 Defalco

Mark Defalco, CFP, F.Pl.

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Nigel Newland

Nigel Newland, B.Comm., CFP

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.