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Wes started in the investment services industry as a Financial Advisor in 2007 which instilled in him the importance of building a financial plan is the foundation of the wealth management process. Wes is known for his fine tuned process that puts the focus on his clients’ needs and objectives. He builds and maintains a holistic wealth plan that ensures transparency and comfort through the entire process.

Wes spends time with his clients to learn their own passions and goals and uses that as the foundation for a long-standing relationship built on trust and in-depth analysis. With access to the full suite of services provided by CIBC Wood Gundy, he is in a unique position to provide a friendly, personable client experience with access to market-leading insight and analysis.

He holds a Bachelors of Business Administration from Roanoke College in the state of Virginia as well as his Personal Financial Planner (PFP) designation from the Canadian Securities Institute. When Wes is not growing his business and meeting clients, you can find him on the rink coaching his kids’ hockey teams and exploring the north island with his wife.