Derek has been an Advisor in Wealth Management since 1993.  His career at CIBC Wood Gundy has spanned more than 20 years. Derek has a BA from the University of Western Ontario and a Chartered Investment Manager designation.  

Derek firmly believes in pragmatic and established methods of portfolio management to help clients meet their financial goals.  As a Senior Wealth Advisor to high-net worth families and corporations, Derek uses his experience and professionalism to apply a steady hand and counsel clients to success.

Alana is a Wealth Advisor with ten years of industry experience, primarily obtained with CIBC group of companies. Her expertise surrounds Financial Planning, Wealth Management and Secured Lending. She holds the Certified Financial Planner and Chartered Investment Management designations, and the Personal Financial Planner accreditation. She is a proud mother to her son, who inspires her to help others map personalized plans to guide their dreams and goals.

Nick has a diploma in Business Finance from Sheridan College. He has been in the investment industry for more than 10 years and started his role at CIBC Wood Gundy in 2016. Nick obtained the Chartered Investment Manager (CIM) designation in 2021. When Nick is not assisting Derek in helping clients meet their financial goals, he can be found playing hockey, spending time with friends and family, and enjoying his home in Georgetown, Ontario.

Jason began his career with CIBC Personal Banking in 2021, where he built his skills providing clients with personalized banking solutions and dedicated support. In 2023, he joined CIBC Wood Gundy. His focus on being organized plays into his strengths of paying attention to detail while assuring clients of a smooth and seamless experience. Jason has a bachelor’s degree in commerce and has completed the Canadian Securities Course.