Stephen is dedicated to working closely with his clients to develop personalized and diversified investment strategies to help them reach their goals. Stephen is committed to the lifelong pursuit of investment knowledge in order to maintain a level of professional excellence in the ever-evolving financial industry. As part of this commitment, Stephen earned the Chartered Financial Analyst (CFA) designation in 2005. This is the highest set of credentials in the investment management industry, and is recognized around the world. It attests to Stephen's success in a rigorous and comprehensive study program in the field of investment management and research analysis. For you, the client, the benefit to working with Stephen is knowing that you are working with a true financial expert. That's why Stephen is always continuing his pursuit of higher learning. He believes that the more expertise he can bring to the table, the more financial opportunities he can help you secure. Stephen works each year to enhance his knowledge and expertise to improve the level and quality of service he provides his clients. When not working, he enjoys cycling, hiking, and canoeing.

Michael Allen is committed to meeting the personalized needs and well being of each of his clients and their families. With his own extensive knowledge of the financial markets, and his access to CIBC Wood Gundy's rich pool of specialized talents, Mike combines an intelligent investment style with comprehensive wealth management services. "Steve and I spent more than a year interviewing different firms before deciding that Wood Gundy was far and away the best place for our clients" Mike graduated with a Masters of Business Administration (Finance) from York University in 1983, and built his research skills as the US Equity Analyst for a national investment firm. He also holds the Chartered Investment Manager (CIM) designation, and is a registered Portfolio Manager. "Through all their challenges and opportunities in life, I want my clients to think of me as their guide, and their friend."

Originally from Edmonton he started his career with CIBC as a mortgage advisor before moving to Toronto to join our team in 2022. Thomas is currently pursuing his insurance licensing and Financial planning certification to better serve our clients. Outside of the office Thomas is an active squash player, accomplished fly fisherman, and loves baking sourdough. He is a welcome addition to the team and looks forward to growing and assisting you. 

With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.

Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.

Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.

Chris specializes in providing financial planning services to high net worth clients. He is committed to providing holistic financial planning and customized strategies to assist them with their goals around wealth accumulation, preservation and distribution. Chris holds his CFP and PFP designations, bringing over 25 years of experience in the financial services industry and maintains his dedication towards ongoing professional development. Chris has been a financial planner for 16 years and throughout he has provided clients with value; creating plans which serve as the framework for their financial aspirations.