A graduate of the University of Waterloo with a Masters of Economics, Wes excels in the areas of economic forecasting and statistical analysis. He began his career as the Regional Portfolio Manager of a large Canadian financial institution before joining CIBC Wood Gundy in 1993. Wes is a Senior Portfolio Manager at CIBC Wood Gundy specializing in providing customized investment management to affluent individuals, institutions, and not-for-profit organizations. 

With over 25 years experience in the financial services industry, Christine understands the complex financial needs of high net worth clients and provides investment guidance that works in tandem with each client's larger financial picture. Her specialization is fixed income analysis and she manages the bond and structured product component of our investment portfolio. As a Fellow of the Canadian Securities Institute, Christine is highly qualified. She holds Options and Insurance licenses, and acts as the key investment contact for many of our clients.

Keifer graduated with a BSc in Mathematics in 2016 and a MA in Economics from Wilfrid Laurier University in 2019. He started his career as a Financial Advisor in 2019 in Waterloo, ON. Keifer’s mathematical knowledge and passion for forecasting allows him to excel in economic modeling and statistical analysis. He is committed to understanding all facets of clients’ financial lives, and providing all-encompassing comprehensive advice, which allows clients to enjoy their wealth with a peace of mind. Keifer is currently working towards his Chartered Financial Analyst (CFA) charter. Born and raised in Leamington, Ontario, Keifer enjoys the outdoors and spending time playing baseball, tennis and chess.

Eileen joined CIBC Wood Gundy in 2011. She attended the University of the Philippines, and is a licensed Investment Representative. Eileen brings with her over 10 years of banking experience and an in-depth knowledge of all aspects of investment account administration and regulatory compliance thanks to her work in her prior role as the Senior Branch Administrator of CIBC Wood Gundy Waterloo. Our clients appreciate Eileen's warm and helpful manner on the phone, as well as her efficiency and excellent attention to detail.

Connie holds a Bachelor of Applied Arts in Business Administration from Ryerson University. She has over 20 years of experience in the financial industry. Connie manages all aspects of account administration and maintenance. She ensures that client requests are handled quickly and effectively, and that all forms are complete and up to date. Connie values the relationship that she has with many of our clients, and truly enjoys helping in any way she can.