My primary focus as your Investment Advisor is to create and preserve wealth for you through a structured, process-driven approach — one that respects the focus required today to get you where you wish to be in the future. I believe in establishing long-term relationships with my clients built on trust, integrity, and service. My clients benefit from the same institutional-grade asset management principles, delivered with a thoughtful level of personal service from me - and my talented team.

Following our introductory meeting, you can expect to receive a personalized Investment Policy Statement that clearly defines your objectives and maps out a disciplined plan to achieve them. Every investment decision we make together flows from that framework — a mutual understanding designed to create clarity and peace of mind. My process is rooted in the conviction that consistent, goal-based decision making always outperforms reactive, incident-based responses to market noise.

My independent wealth management practice, established in 2005, has been defined by a continuous refinement of my approach to navigating capital markets across a wide variety of regimes. Over that time, my focus has sharpened around understanding each client’s bespoke needs with precision — and critically, how to marry those needs to the relevant market dynamics at play. No two clients are identical, and no two market environments are either. Building a practice that is genuinely responsive to both is what I have dedicated the past two decades to.

Through ongoing education in the securities industry and a foundation in Honours Political Science, I have developed an investment model that combines bottom-up, business-specific analysis with a top-down analytical framework. These tools are most powerful when clients and my team and I are all truly aligned. Everyone can identify risk — but without a clear process for anticipating how those risks evolve, plans can become inefficient and goals more elusive. My clients enjoy a wealth management process that translates their values and ambitions into purposeful investment actions, every step of the way.

Outside of work, I am proud to call Edmonton home, where I live with my wife and three boys. I am an active member of the local soccer community — both as a player and a coach — and I bring that same team-first, process-oriented mindset to everything I do on and off the field.

Hunter brings five years of wealth management experience to the team, joining CIBC Wood Gundy following a five year tenure as a retail Financial Planner. A dedicated partner to his clients, Hunter is passionate about designing highly tailored, comprehensive financial strategies that transform complex personal wealth goals into actionable, long-term success.

A University of Alberta alumnus, Hunter graduated with a dual focus in Political Science and Economics before transitioning into the financial services sector, where he earned his QAFP designation. He applies this rigorous economic background to investment planning, combining macroeconomic insight with a deeply personal commitment to client success.

Outside of the office, he is an avid sports fan (weathering the highs and lows of being a loyal Toronto Maple Leafs fan), a continuous student of the game of golf (work in progress), still actively plays recreational hockey, and on the weekends enjoys heading to the cabin with his wife, family, and friends. 

Dianne has 28 years’ experience in the Financial industry completing the Canadian Securities course with Honors. Exceptional client service is her top priority, committed to rapid response to all client requests, concerns or issues. Her primary role is client documentation and compliance and assists in portfolio trading and tax questions.

Gardening and trips to her cabin fills her summer weekends. Yuma Arizona is her winter getaway where she participates in the activities in her Park.

Andrew Pettifor is an Edmonton-born and raised Client Associate based in Alberta. He graduated from the University of Alberta in 2025 with a Bachelor of Commerce, majoring in Finance, and is currently pursuing the CFA® designation. Andrew supports the wealth management and administrative processes, with a particular interest in financial markets, data analysis, and technology, including experience coding in Python and R.

Outside of work, Andrew enjoys golfing, fishing, and spending time around the barn tackling hands-on projects. He also builds coding-based passion projects, combining his interest in finance with a practical, problem-solving approach.