With over 30 years of experience in the financial services industry, Stan applies his extensive knowledge and training to develop sound investment strategies for successful entrepreneurs and executives. He currently manages more than $500 million of clients assets.

Stan is a graduate of Bishop's University with a degree in Business Administration – majoring in finance. He joined CIBC Wood Gundy in 1983 as an Investment Advisor. Stan is currently licensed in Quebec, Ontario, New Brunswick, Nova Scotia, Alberta, and British Columbia.

Experience has taught Stan that there is no substitute for a disciplined investment process, which focuses on long-term strategic asset allocation. By clearly understanding all of his clients' needs, he will look to reduce the risks in their current investment plans by utilizing proper asset allocation and the strength of professional money managers, which, in turn, help create diversified and personalized financial solutions.

For Stan and his team, the commitment to providing superior client service and open communication is of paramount importance. Clients can be assured their portfolios are constantly monitored and reviewed on a regular basis.

Valentino brings over 15 years of financial service experience to the team.

He joined CIBC Wood Gundy in 2006 as an administrative associate and is currently licensed in Quebec, Ontario, New Brunswick, Nova Scotia, Alberta and British Columbia.

His completion of the Canadian Securities and the Derivatives Fundamentals & Options Licensing Courses allows him to place "Unsolicited" order requests for stocks, options, mutual funds and fixed income securities. Valentino prides himself on building strong client relationships by providing service that is tailored to investor's needs.

Angela brings over two decades of professional client service to the table and handles administrative and operational issues for the team.

She has completed the Canadian Securities Course (CSC), therefore is able to place "Unsolicited" order requests for shares, mutual funds and fixed income securities. She is responsible for making the client experience memorable and providing peace of mind with your administrative inquiries. Angela provides prompt, courteous service to all our clients and keeps them informed of any actions taken in their accounts.

Sabrina has been working in the financial industry for seven years. Her extensive experience in administration and customer service is an important asset for our team.

She answers administrative questions from our clients and handles tasks such as account opening, cheque deposits and withdrawals, and takes care of updating client files.