Joe Ryan is a seasoned Investment Advisor with over 25 years of dedicated service at CIBC Wood Gundy. As a second-generation Investment Advisor, Joe's roots in the industry run deep, reflecting his enduring commitment to guiding clients through the ever-evolving financial landscape. Over the years, Joe has cultivated a diverse client base comprised of families and entrepreneurs, many of whom he has advised since the inception of his career. His ability to foster lasting relationships is evident as he now assists not only his original clients but also their children and extended family members in navigating their financial journeys. 

Throughout his tenure, Joe has weathered significant market upheavals, including the tumultuous periods of the dot-com bubble in 1999, the Great Recession of 2008-2009, and the unprecedented challenges posed by the COVID-19 crash in March 2020. These experiences have endowed Joe with a seasoned perspective and a steady hand, honed through years of practical wisdom and astute decision-making in the face of uncertainty. His resilience and steadfastness in guiding portfolios through turbulent times underscore his unwavering commitment to the financial well-being of his clients. Joe strongly believes that his experiences during those BEAR markets is one of the greatest attributes that he can offer his clients.

With a comprehensive understanding of the intricacies of financial markets, Joe is registered and licensed to navigate investments and life insurance products. His investment philosophy remains grounded in the principles of having a solid Financial Plan to act as a road map coupled with blue chip investments that have proven track records. Eschewing the allure of fleeting trends or speculative instruments, Joe advocates for plain vanilla portfolios tailored to endure the test of time. Clients seeking steadfast guidance and a commitment to foundational investment strategies will find in Joe a trusted ally and steward of their financial aspirations.

Joe’s credentials as a Fellow of the Canadian Securities Institute (FCSI) and holder of the Canadian Investment Manager designation (CIM) attest to his ongoing pursuit of excellence and dedication to upholding the highest standards of integrity and expertise in his field. In Joe Ryan, clients discover not only a seasoned advisor but also a steadfast advocate committed to their financial success and well-being.

Residing in Etobicoke with his wife Lara and their children Jack and Henry, Joe finds rejuvenation in the simple pleasures of life. When not immersed in the intricacies of the financial markets, Joe can often be found indulging in his passion for skiing, golfing, or engaging in home improvement projects. He is also deeply invested in fostering community bonds and nurturing the next generation of talent. Actively involved with the Royal York and Martingrove Baseball leagues, Joe channels his passion for coaching into mentoring aspiring athletes, including his own son's baseball teams.

Clients that would find the most value in Joe’s guidance typically have family or business investable assets of $750,000 or more.

Liz, together with her colleague Senior Investment Advisor, Joe Ryan, draws upon extensive professional experience and education to provide comprehensive financial advise to a diverse client base.

For almost 40 years Liz's clients have come to trust, respect and appreciate her wisdom, honesty and no nonsense approach. Her main objective is to guide each investor in creating an investment program that is especially geared to his or her age, risk tolerance, responsibilities and objectives, as well as his or her discretionary income and tax position.

Liz also provides wealth enhancement techniques through estate planning and is qualified to provide life insurance to clients. Liz is a Fellow of the Canadian Securities Institute (FCSI) and holds the Canadian Investment Management (CIM®) and the Associate Portfolio Manager designations, enabling her to provide discretionary portfolio management.

Liz feels that financial success can be achieved through trust, mutual respect and open communication.

Liz believes in giving back to the community. She presently serves on the Board of Directors for the Canadian National Institute for the Blind (CNIB). In the past, Liz served as a Board member for the Rouge Valley Health System Foundation and distinguished herself as Chair of the Foundation.