Our branch team
David has a strong educational and business background having studied at St. Andrews College in Aurora, Ontario and continuing on to achieve a Bachelor of Arts from Queens University and a Bachelor of Laws from the University of Windsor.
Adam leads the team, and along with Scott, is responsible for our Investment Strategy. Adam works directly with clients to craft their individual Investment Policy Statements, and is responsible for account-level execution of our strategy.
Adam has worked in the industry since 2010. Adam has a Bachelor of Political Science from the University of Toronto, and was in the first class of the International and Business and Technology (IBT) Program. Adam is a licensed Investor Advisor and Portfolio Manager, holds the Chartered Investment Manager (CIM) designation, and has achieved a certificate in Advanced Investment Advice. Adam and Scott first partnered together in 2012.
Adam and his wife Kimberly have 3 young children, and are actively involved in the community. Adam is an avid reader on politics, history and economics, and is long time subscriber to the Economist.
Scott Totten, B.Sc., CIM, PFP, FCSI, DMS
Associate Investment AdvisorScott.Totten@cibc.com
With the increased complexity of financial markets and products, Scott focuses on navigating the changing market conditions and bringing a true active portfolio management strategy to his clients with an emphasis on value-oriented growth.
Scott is a Portfolio Manager (PM), Chartered Investment Manager (CIM) a Derivative Market Specialist (DMS), and has his Professional Financial Planning Designation (PFP). He is a fellow of the Canadian Securities Institute (FCSI), which is considered to be the Canadian Securities Institutes premier designation. Scott has over 30 years of experience serving high net worth clients and their families. He is a proud graduate from the University of Western Ontario, and obtained his Honours Bachelor of Science degree in 1984.
When he's not monitoring the markets, Scott enjoys spending time with his wife, grown children, and their mini schnauzer, Cosmo. He enjoys donating his time to the Juvenile Diabetes Research Fund and participates in their Walk to Cure fundraiser every year.
Nadine is a graduate of the University of Waterloo with a B.Sc in Kinesiology. She joined the Woodstock branch in 2004 and has been involved in various positions over the years. Her knowledge and expertise provides clients with the reassurance that their needs will be handled in a prompt and efficient manner. Nadine has completed the requirements to become a Certified Executor Advisor (CEA).
Krista started in the Waterloo branch after graduating from Fanshawe College but has been with the Woodstock branch since 2007. She assists James Wilhelm with his clients. She is available to help on any and all administrative questions.