Growing up in Cavan Monaghan, Scott is a native of the Peterborough area. He earned an Honours B.A. from McMaster University and has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH) and received Insurance (FSCO) and Chartered Investment Manager designations.

As a CIBC Wood Gundy Investment Advisor and Portfolio Manager, Scott is committed to assisting clients to build solid and sustainable wealth management solutions. His investment philosophy is built on value investing, tempered and combined with income producing equity and fixed income products, designed to withstand market fluctuation and help ensure preservation of wealth. Scott enjoys in-depth research and technical analysis and excels at providing thorough and detailed portfolio reviews.

Capitalizing on the strengths of CIBC, Scott partners with financial, estate and business planning professionals and fully optimizes online tools and resources and best-in-class investment solutions.

As a Financial Planning Specialist and member of CIBC Wealth Planning Group, Andrew works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.

With over 20 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, charitable-giving, business succession planning and tax optimization strategies.

Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and the Personal Financial Planner PFP® designations.

As a CIBC Senior Trust and Estate Consultant, Karen believes that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed. She offers services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles.

Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Karen has the expertise to execute or assist others to execute that role effectively and efficiently.