Shawn specializes in strategic investment management for business owners, executives & professionals. He applies a holistic approach to wealth management that focuses on conservative investment management strategies, risk mitigation, and the use of tax-advantaged solutions with clients. Each client receives a tailor-made solution that will help achieve their financial goals.

Shawn holds the designations of Canadian Investment Manager (CIM) and Certified Financial Planner (CFP) and the Fellow of the Canadian Securities Institute (FCSI). Shawn has over 24 years of experience in various roles with the bank. He has been with CIBC for 17 years, of which 9 years are in his current role as an Investment Advisor with Wood Gundy.

Adrian has been with CIBC Wood Gundy for over seven years, working closely with Shawn to deliver exceptional service and personalized financial solutions for their client base. He offers personalized guidance to help their clients achieve their financial goals.

In November 2024, Adrian earned his Chartered Financial Analyst (CFA) designation, further establishing his understanding of the markets and his dedication to maintaining the highest professional standards in his field. He is committed to ongoing learning, to ensure he can provide the best service to his clients.

Outside of work, Adrian recently welcomed a baby girl and loves spending time with his family. On weekends, he enjoys exploring the outdoors, cheering on the Flames, or playing hockey himself.

Oliver is a CIBC Wood Gundy Associate with several years of experience in the investment industry. He will collaborate closely with Shawn and Adrian to provide exceptional service to clients. Oliver is capable of taking requests on buy/sell orders, assisting with administrative due diligence, and responding to account inquiries from clients. He holds an Economics degree from Queen’s University and intends to pursue further certifications in the financial sector.

Born and raised in Toronto, Oliver recently moved to Calgary in pursuit of lifestyle and personal development goals. Oliver is an adventurous traveler, most recently earning the opportunity to spend a year working in wealth management in Perth, Western Australia. Outside of work, he values time with friends and family as well as staying active skiing, golfing and playing squash.