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Wendy began her career in the financial industry not long after receiving her Business Administration (Finance) diploma from Sheridan College. Wendy has worked at CIBC Wood Gundy for more than 30 years assisting individuals, businesses, corporate clients and foundations achieve their financial objectives. Wendy’s industry knowledge is extensive.

As a Senior Wealth Advisor, she has a strong understanding of employee stock options, charitable giving, estate planning and settlements. Wendy holds the Chartered Investment Manager (CIM) designation and is a qualified Portfolio Manager. In addition to the Professional Financial Planning (PFP) course, Financial Management Advisor (FMA) designation, Fellowship of the Canadian Securities Institute (FSCI), Level II Life Insurance License, and holds registration to trade options. Wendy’s team believes in participating in all phases of their clients' investment life cycle, from wealth creation and accumulation to wealth preservation and retirement income, through to wealth transfer. She advises clients to preserve capital and grow asset values in a manner consistent with their needs and objectives through a customized investment selection in order to meet or exceed their goals. Asset allocation and diversification, consists mainly of conservative investments chosen by way of fundamental, quantitative and technical techniques.

Wendy has a strong belief in giving back to the community and supports various charitable and community-based organizations. In her spare time, Wendy enjoys outdoor activities with family and her adopted German Sheppard Lucy.

Dina has worked within the financial industry for more than 30 years with experience from client services to now assisting with their investment needs. As a Financial Associate Dina is fully registered with CIRO, has a vast knowledge of the investment industry and is a valued member of the WF Financial Group. She has completed several CSC courses relating to Wealth Management and Financial Planning. Dina has become a mentor to others and when confronted with a difficult situation Dina will not only strives to get the answers but also the solutions. She takes great steps in providing exceptional service to clients. In the past Dina has been a significant volunteer for Big Sisters of Canada.

Camilla joined CIBC Wood Gundy and the WF Financial Group in 2021. She has more than 10 years of business experience with strong administrative skills. She earned a Bachelor’s degree in Psychology, and also diploma in Business. She is registered with CIRO as Investment Representative. Camilla’s main duties include managing an abundance of administrative tasks and helping with day to day business operations. Camilla provides incredible client service and has a distinct skill for details. She has been a great addition to the team. Camilla has a strong interest in charities and is involved with animal shelters and helping families that are less fortunate. She is also fluent in Portuguese.

Nick works in the capacity of an investment analyst for the WF Financial Group. Responsible for controlling the quantitative equity and relative strength software systems, he evaluates potential investment opportunities and provides ongoing portfolio management advice by leading weekly investment meetings for the discretionary investment portfolios. With a goal of superior risk adjusted portfolio performance, Nick spends time deeply

analyzing fundamental and statistical trends. He earned a Bachelor of Commerce (Honours) from Queen's University with a specialization in finance and holds the Chartered Financial Analyst designation. He is also a registered representative with CIRO and has completed a number of Canadian Securities Institute courses including the Technical Analysis Course, Canadian Securities Course, and the Conduct of Practices Handbook.