With an emphasis on confidentiality, trust and privacy of your information, Matthew has been providing wealth management advice to individuals, families, and foundations since 1998. He lives in London, with his wife Beth. As a father to four children, he brings personal experience to his discussions about life stage goals and objectives. Matthew chairs the King’s University College Foundation, and serves as a director on The King’s University College Board.

A graduate of Western and a career spanning more than 30 years with CIBC, Brad’s experience provides a holistic approach to the financial plans and allocation models used with many of our high-net-worth clients. Brad volunteers his time and expertise to the Investment Committee for the Children’s Health Foundation.

For almost 20 years with CIBC, Colleen has been building relationships and developing personalized wealth solutions for households and individuals. Her commitment to continuing education has provided the knowledge to develop comprehensive plans for all life stages and beyond. If she’s not at the office, you will find Colleen enjoying her next travel adventure.

Ted joined the financial services industry in 2013 and in addition to a degree from McMaster University, he holds the Personal Financial Planner (PFP®) and the Chartered Investment Manager (CIM®) designations. Having worked within the banking sector and establishing his own advisory practice, he decided to join our team in November 2025 as an Associate Investment Advisor to continue working with individuals and households. Away from the office, Ted stays active participating in recreational hockey and softball leagues as well as getting a round of golf in as often as possible.

Beginning in 1996 with CIBC Financial Planning Group, Kurt has acquired 30 years of experience in high net worth wealth management including 24 years as a Financial Planning Consultant primarily for agricultural farm clients in Norfolk and Oxford counties. These years of experience with farm clients has allowed Kurt to develop and maintain personalized wealth solutions for farm corporations and individuals. He is living rurally in Courtland, Ontario with his wife and two children.

Lisa leads our Administrative Support team with more than 20 years of experience in wealth management. She brings extensive knowledge and a strong commitment to client service to her role as Administrative Associate. She supports clients and the team with day-to-day account administration and trade execution, and is valued for her experience, attention to detail, and ability to keep things running smoothly. Outside of work, Lisa enjoys spending time with family and friends, travelling, attending live events, and exploring the outdoors.

Keerthana joined our team in May 2022. She is a graduate of Fanshawe College and completed a program in International Business Management. She holds a BA in Commerce and Business Administration from SRM University, India. Keerthana is responsible for all documentation in this highly regulated industry, ensuring accuracy and smooth transitions as changes are made to strategies and accounts.

Nick joined our team in June 2026. He holds a Bachelor of Commerce degree from the University of Guelph with his studies focused on Economics and Finance. He comes from the Telecom industry with a background in leadership and client service. His role is to provide support to the Advisory team and address queries from clients. Outside of the office, he can usually be found tackling a home renovation or spending time with his wife and two children at the family cottage.

Tirian has worked within CIBC for more than 35 years where she held various roles in retail banking and most recently as a Financial Advisor. She joined our team in June 2026 to provide administrative support to Kurt Morton in the Simcoe and Delhi area.