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Who We Are

Trusted Expertise, Lasting Relationships 

For over 38 years, The Shoemaker Team has earned a reputation for integrity, professionalism, and genuine client care. Backed by CIBC Wood Gundy’s legacy since 1905, our team combines stability, financial strength, and market leadership with a personal approach. 

We put your interests first, taking time to understand what matters most to you and acting as your personal "CFO". Our disciplined, long-term investment strategy and commitment to continuous improvement ensure you receive advice tailored to your goals, risk tolerance, and financial circumstances. 

Transparency, education, and trust are at the core of our service—we make sure you understand every recommendation and the value of working with us. Get to know the people who will support your financial journey by meeting our team.

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* as of January 2026

Our Value Proposition 

We are dedicated to delivering meaningful results and peace of mind through every stage of your financial journey. Our clients benefit from a proactive, disciplined approach and the full support of an experienced, client-focused team. 

How we add value: 

• Strategic Wealth Building: We design and manage portfolios that are tailored to your goals, risk tolerance, and life stage, aiming for consistent, long-term growth. 

• Tax Optimization: Our planning strategies help you keep more of what you earn by minimizing taxes on investments, income, and your estate. 

• Proactive Management: We monitor your portfolio year-round, rebalancing as needed and adapting to market changes and life events—so you don’t have to. 

• Behavioral Coaching: We help you avoid costly investment mistakes and emotional decisions, protecting your wealth in all market conditions. 

• Comprehensive Planning: You benefit from integrated financial, retirement, tax, and estate planning, ensuring all aspects of your financial life work together. 

• Transparent Advice: We provide clear, unbiased recommendations, always explaining costs, benefits, and alternatives so you can make informed decisions. 

• Access to Expertise: Our team’s ongoing education and CIBC’s resources give you access to advanced strategies and insights that aren’t available to most investors. 

• Peace of Mind: With our disciplined process and client-first approach, you can focus on what matters most, confident that your financial future is secure. 

Curious about how we put our expertise to work for you? Discover our approach to building and preserving your wealth. 

Explore More 

Discover the full scope of how we can help you by exploring our products & services.

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