Our Team
As a team, we provide vital client contact through annual portfolio review meetings, monthly general interest newsletters, monthly client statements and year-end tax reporting. Our value-added services include access to tax experts, insurance offering, proprietary trading and rebalancing and ongoing asset allocation. What differentiates us is that we possess over 20 years of combined experience and extensive market knowledge.
Timothy Orr
Senior Wealth Advisor
As an Investment Advisor at CIBC Wood Gundy, I have access to a wealth of resources to make your financial plan work for you. Working one to one, I can help develop a solution that's appropriate for your needs and risk profile.
Timothy Orr
As an Investment Advisor at CIBC Wood Gundy, I have access to a wealth of resources to make your financial plan work for you. Working one to one, I can help develop a solution that's appropriate for your needs and risk profile.
Krystal Wylie