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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Wilson Financial Group

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About Us

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Our Team

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OUR TEAM

James Fahy

Associate Investment Advisor

Tel:

(604) 608-5229
Opens in your telephone provided application.

Email:

James.Fahy​@cibc.com
Opens in your email provided application. Opens in a new tab.

James acts as a floater, supporting each member of the team in whichever space needs assistance. He is available during market hours to ensure trades are executed, administrative tasks are fulfilled and that clients are informed of ongoing processes such as adjustments to portfolios, account transfers or received documentation. 

 

James has been working at CIBC Wood Gundy since 2016 starting as a Branch Assistant and now as an Associate Investment Advisor. He has his Certificate in Advanced Investment Advice through the Canadian Securities Institute.

 

James lives in Vancouver where he will camp and hike during the summer months then ski during the winter. 

Picture of Connor Brown

Connor Brown, CFA

Associate Investment Advisor

Tel:

(604) 641-4356
Opens in your telephone provided application.

Email:

connor.brown2​@cibc.com
Opens in your email provided application. Opens in a new tab.

Connor is an Associate Investment Advisor working under Todd Wilson. He is available to give market colour, ensure trades are executed, and to provide clients with high touch service. 

 

Connor started at Wood Gundy in 2017 and is a CFA charterholder. He is also a member of the CFA Vancouver Society. 

 

In his free time Connor can often be found in the local mountains or at the dog park playing with his Labradoodle, George.

Susan Law

Administrative Assistant

Tel:

(604) 641-4399
Opens in your telephone provided application.

Email:

susan.law​@cibc.com
Opens in your email provided application. Opens in a new tab.

Susan manages and oversees all the administrative duties relating to client accounts. You will work directly with her when opening accounts, keeping documents current and ensuring your transfers are done correctly.

 

Susan Law has been working in the financial services industry since 1995.  Her experience include many areas of stock transfer services, tax reporting, and trade settlements.  She joined CIBC Wood Gundy at Park Place in 2017.  Susan handles the administrative duties for the team and is responsible for the administration of account documentation and compliance.

 

Prior to entering the investment industry, Susan graduated from B.C.I.T. with a diploma in Management Systems. Susan lives in Vancouver with her husband and 2 daughters.  She enjoys running and hiking in her spare time.

Todd Wilson

Todd Wilson, CIM, CFA

Portfolio Manager
Investment Advisor

Tel:

(604) 641-4366
Opens in your telephone provided application.

Email:

todd.wilson​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Todd Wilson is a licensed Portfolio Manager and Investment Advisor who oversees all areas of investment selection and management. You will work directly with Todd to create a personalized Investment Policy true to your goals and objectives. Todd's philosophy centers around building trust and quality relationships with his clients so that their goals are managed with confidence.

 

Todd started working at Wood Gundy in 2005 and has his Chartered Investment Manager designation, is a Chartered Financial Analyst and member of the CFA Society of Vancouver.

 

Outside of the office, Todd serves as the current President of both, a non-profit serving the developmentally disabled and the Park Place Foundation. Todd lives in Vancouver with his wife, Jen, and their two children, Esti and Vaughn.

 

James Fahy

Associate Investment Advisor

Tel:

(604) 608-5229
Opens in your telephone provided application.

Email:

James.Fahy​@cibc.com
Opens in your email provided application. Opens in a new tab.

James acts as a floater, supporting each member of the team in whichever space needs assistance. He is available during market hours to ensure trades are executed, administrative tasks are fulfilled and that clients are informed of ongoing processes such as adjustments to portfolios, account transfers or received documentation. 

 

James has been working at CIBC Wood Gundy since 2016 starting as a Branch Assistant and now as an Associate Investment Advisor. He has his Certificate in Advanced Investment Advice through the Canadian Securities Institute.

 

James lives in Vancouver where he will camp and hike during the summer months then ski during the winter. 

Picture of Connor Brown

Connor Brown, CFA

Associate Investment Advisor

Tel:

(604) 641-4356
Opens in your telephone provided application.

Email:

connor.brown2​@cibc.com
Opens in your email provided application. Opens in a new tab.

Connor is an Associate Investment Advisor working under Todd Wilson. He is available to give market colour, ensure trades are executed, and to provide clients with high touch service. 

 

Connor started at Wood Gundy in 2017 and is a CFA charterholder. He is also a member of the CFA Vancouver Society. 

 

In his free time Connor can often be found in the local mountains or at the dog park playing with his Labradoodle, George.

Susan Law

Administrative Assistant

Tel:

(604) 641-4399
Opens in your telephone provided application.

Email:

susan.law​@cibc.com
Opens in your email provided application. Opens in a new tab.

Susan manages and oversees all the administrative duties relating to client accounts. You will work directly with her when opening accounts, keeping documents current and ensuring your transfers are done correctly.

 

Susan Law has been working in the financial services industry since 1995.  Her experience include many areas of stock transfer services, tax reporting, and trade settlements.  She joined CIBC Wood Gundy at Park Place in 2017.  Susan handles the administrative duties for the team and is responsible for the administration of account documentation and compliance.

 

Prior to entering the investment industry, Susan graduated from B.C.I.T. with a diploma in Management Systems. Susan lives in Vancouver with her husband and 2 daughters.  She enjoys running and hiking in her spare time.

Todd Wilson

Todd Wilson, CIM, CFA

Portfolio Manager
Investment Advisor

Tel:

(604) 641-4366
Opens in your telephone provided application.

Email:

todd.wilson​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Todd Wilson is a licensed Portfolio Manager and Investment Advisor who oversees all areas of investment selection and management. You will work directly with Todd to create a personalized Investment Policy true to your goals and objectives. Todd's philosophy centers around building trust and quality relationships with his clients so that their goals are managed with confidence.

 

Todd started working at Wood Gundy in 2005 and has his Chartered Investment Manager designation, is a Chartered Financial Analyst and member of the CFA Society of Vancouver.

 

Outside of the office, Todd serves as the current President of both, a non-profit serving the developmentally disabled and the Park Place Foundation. Todd lives in Vancouver with his wife, Jen, and their two children, Esti and Vaughn.

 

James Fahy

Associate Investment Advisor

Tel:

(604) 608-5229
Opens in your telephone provided application.

Email:

James.Fahy​@cibc.com
Opens in your email provided application. Opens in a new tab.

James acts as a floater, supporting each member of the team in whichever space needs assistance. He is available during market hours to ensure trades are executed, administrative tasks are fulfilled and that clients are informed of ongoing processes such as adjustments to portfolios, account transfers or received documentation. 

 

James has been working at CIBC Wood Gundy since 2016 starting as a Branch Assistant and now as an Associate Investment Advisor. He has his Certificate in Advanced Investment Advice through the Canadian Securities Institute.

 

James lives in Vancouver where he will camp and hike during the summer months then ski during the winter. 

Todd Wilson

Todd Wilson, CIM, CFA

Portfolio Manager

Investment Advisor

Tel:

(604) 641-4366

Email:

todd.wilson​@cibc.ca

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Todd Wilson is a licensed Portfolio Manager and Investment Advisor who oversees all areas of investment selection and management. You will work directly with Todd to create a personalized Investment Policy true to your goals and objectives. Todd's philosophy centers around building trust and quality relationships with his clients so that their goals are managed with confidence.

 

Todd started working at Wood Gundy in 2005 and has his Chartered Investment Manager designation, is a Chartered Financial Analyst and member of the CFA Society of Vancouver.

 

Outside of the office, Todd serves as the current President of both, a non-profit serving the developmentally disabled and the Park Place Foundation. Todd lives in Vancouver with his wife, Jen, and their two children, Esti and Vaughn.

 

headshot

James Fahy

Associate Investment Advisor

Tel:

(604) 608-5229

Email:

James.Fahy​@cibc.com

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

James acts as a floater, supporting each member of the team in whichever space needs assistance. He is available during market hours to ensure trades are executed, administrative tasks are fulfilled and that clients are informed of ongoing processes such as adjustments to portfolios, account transfers or received documentation. 

 

James has been working at CIBC Wood Gundy since 2016 starting as a Branch Assistant and now as an Associate Investment Advisor. He has his Certificate in Advanced Investment Advice through the Canadian Securities Institute.

 

James lives in Vancouver where he will camp and hike during the summer months then ski during the winter. 

Picture of Connor Brown

Connor Brown, CFA

Associate Investment Advisor

Tel:

(604) 641-4356

Email:

connor.brown2​@cibc.com

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Connor is an Associate Investment Advisor working under Todd Wilson. He is available to give market colour, ensure trades are executed, and to provide clients with high touch service. 

 

Connor started at Wood Gundy in 2017 and is a CFA charterholder. He is also a member of the CFA Vancouver Society. 

 

In his free time Connor can often be found in the local mountains or at the dog park playing with his Labradoodle, George.

headshot

Susan Law

Administrative Assistant

Tel:

(604) 641-4399

Email:

susan.law​@cibc.com

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Susan manages and oversees all the administrative duties relating to client accounts. You will work directly with her when opening accounts, keeping documents current and ensuring your transfers are done correctly.

 

Susan Law has been working in the financial services industry since 1995.  Her experience include many areas of stock transfer services, tax reporting, and trade settlements.  She joined CIBC Wood Gundy at Park Place in 2017.  Susan handles the administrative duties for the team and is responsible for the administration of account documentation and compliance.

 

Prior to entering the investment industry, Susan graduated from B.C.I.T. with a diploma in Management Systems. Susan lives in Vancouver with her husband and 2 daughters.  She enjoys running and hiking in her spare time.

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


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