Sam is a graduate in economics from the University of Toronto, and also has his Professional Financial Planning diploma and Chartered Investment Manager designation. He has over 20 years of financial service industry experience and joined CIBC Wood Gundy in 2000. You can trust Sam to make knowledgeable decisions on what matters most to his clients. Sam evaluates investment research, develops personalized portfolios, investment strategies and financial solutions for our clients. He focuses on investment research to support our clients' needs for broadly diversified products and then integrates these ideas in the construction and rebalancing of client portfolios. Sam's careful attention to detail enables the team to provide a high level of service in an effective, organized manner.

Karen has a Bachelor of Arts degree from York University and has over 20 years of financial services experience. She is licensed as a Registered Representative and has been with CIBC Wood Gundy since 2002. In addition, Karen has completed the Professional Financial Planning Course and the Derivatives Fundamentals Course. As a Financial Associate, Karen enjoys the contact she has with clients and the opportunity to assist them. She is professional, thorough and detail-oriented. She recognizes the importance of working well and closely with the Advisor to ensure that clients are given the best service and advice possible.