Accessibility Quick Links
Best-in-class advice. Exceptional Service.
Celebrating Canadian Wealth Advisory

Canada’s Top Women Wealth Advisors
Generations of Canadians have relied on the expertise of CIBC Wood Gundy Investment Advisors to manage their financial future. Congratulations to our 20 Wood Gundy Investment Advisors recognized as Canada’s Top Women Wealth Advisors. We value your passion, excellence and commitment to our clients and communities.
Learn more About Canada’s top wealth advisor, best in province. Opens in a new window.

Canada’s Top Wealth Advisors
Generations of Canadians have relied on the expertise of CIBC Wood Gundy Investment Advisors to manage their financial future. Congratulations to our 30 Wood Gundy Investment advisors recognized as Canada’s Top Wealth Advisors. We value your passion, excellence and commitment to our clients and communities.
Learn more About Canada’s top wealth advisors. Opens in a new window.

Bryan Baker
Senior Wealth Advisor
Portfolio Manager
Branch Manager

Darren Carmosino
Senior Portfolio Manager
Senior Wealth Advisor

Charles Coulson
Wealth Advisor

Dean Colling
Senior Portfolio Manager
Wealth Advisor

Adam Doering
Investment Advisor

Ross Ferrier
Branch Manager
Portfolio Manager

Shawn Jerusalim
Senior Wealth Advisor
Associate Portfolio Manager

Andrew Kucey
Senior Wealth Advisor
Portfolio Manager

Robert Leon
Portfolio Manager
Senior Wealth Advisor

Andrew McDonald
Portfolio Manager
Investment Advisor

Peter Papadopoulos
Portfolio Manager
Senior Investment Advisor

Jeanette Power
Senior Wealth Advisor

Adam Slumskie
Portfolio Manager
Senior Wealth Advisor

Jay Smith
Senior Portfolio Manager

Ted Velinkonja
Senior Portfolio Manager
Senior Wealth Advisor

Charlie Aiello
Senior Wealth Advisor

Milan Cacic
Senior Wealth Advisor
Portfolio Manager

Brad Hummel
Portfolio Manager

Rich Julé
Senior Wealth Advisor
Portfolio Manager

Wade Kozak
Senior Portfolio Manager
Senior Wealth Advisor

David Kamitakahara
Senior Wealth Advisor

B.K. Milne
Senior Investment Advisor
Portfolio Manager

Marvin Schmidt
Founder and Principal of The Schmidt Investment Group
Senior Wealth Advisor
Founder and Chair of Expand Hope

Debra Wooding
Investment Advisor
Portfolio Manager

Stan Clark
Portfolio Manager
Senior Wealth Advisor

Oliver Gilbert
Senior Investment Advisor

Justin Hui
Senior Portfolio Manager
Senior Investment Advisor

Neil Pope
Portfolio Manager
Senior Investment Advisor

Tom Porteous
Senior Wealth Advisor
Portfolio Manager

Jeff Watchorn
Senior Investment Advisor

Canada’s Top Wealth Advisor — Best in Province
Generations of Canadians have relied on the expertise of CIBC Wood Gundy Investment Advisors to manage their financial future. Congratulations to our 88 Wood Gundy Investment advisors recognized as Canada’s Top Wealth Advisors: Best in Province. We value your passion, excellence and commitment to our clients and communities.
Learn more About Canada’s top wealth advisor, best in province. Opens in a new window.

Keith Butler
Portfolio Manager
Senior Wealth Advisor

Brady Doyle
Portfolio Manager
Senior Wealth Advisor

Chris James
Wealth Advisor

Andrea Stack
Senior Wealth Advisor
Portfolio Manager

Jeffrey Alcorn
Investment Advisor
Financial Security Advisor

Stuart Ansky
Wealth Advisor

Lisa Applegath
Senior Wealth Advisor

Bryan Baker
Senior Wealth Advisor
Portfolio Manager
Branch Manager

JP Bernardi
Senior Wealth Advisor
Senior Portfolio Manager

Darren Carmosino
Senior Portfolio Manager
Senior Wealth Advisor

Dean Colling
Senior Portfolio Manager
Wealth Advisor

Charles Coulson
Wealth Advisor

Megan Deeks
Senior Wealth Advisor

Adam Doering
Investment Advisor

Ross Ferrier
Branch Manager
Portfolio Manager

Ryan Gerstel
Senior Investment Advisor
Portfolio Manager

Alexander Gross
Senior Wealth Advisor
Senior Portfolio Manager

François Guy
Portfolio Manager
Senior Wealth Advisor

Jennifer Jackson
Senior Wealth Advisor

Shawn Jerusalim
Senior Wealth Advisor
Associate Portfolio Manager

Jonathan Kopman
Investment Advisor

Andrew Kucey
Senior Wealth Advisor
Portfolio Manager

Nicholas Lebuis
Portfolio Manager

Robert Leon
Portfolio Manager
Senior Wealth Advisor

Peter Lochead
Senior Wealth Advisor

Darren Luck
Portfolio Manager

Benoit Lussier
Senior Portfolio Manager

Will MacKay
Investment Advisor
Portfolio Manager

Karim Mahfouz
Investment Advisor
Financial Security Advisor

Andrew McDonald
Portfolio Manager
Investment Advisor

Sarah Murphy
Senior Wealth Advisor
Portfolio Manager

Mark Newsome
Portfolio Manager

Jeanette Power
Senior Wealth Advisor

Peter Papadopoulos
Portfolio Manager
Senior Investment Advisor

Patrick Ross
Investment Advisor
Wealth Advisor

Andrew Salpeter
Senior Wealth Advisor
Portfolio Manager

Richard Sauvé
Portfolio Manager
Financial Security Advisor

Mark Slater
Senior Wealth Advisor
Portfolio Manager

Adam Slumskie
Portfolio Manager
Senior Wealth Advisor

Jay Smith
Senior Portfolio Manager

Lois Smith
Senior Wealth Advisor

Khaled Sultan
Senior Wealth Advisor
Portfolio Manager

Fraser Sutherland
Investment Advisor
Portfolio Manager

Ted Velikonja
Senior Portfolio Manager
Senior Wealth Advisor

Fraser Wilson
Portfolio Manager
Senior Wealth Advisor

Jim Wilson
Senior Wealth Advisor
Portfolio Manager

Rochelle Wilson
Senior Wealth Advisor
Portfolio Manager

Doug Wright
Senior Wealth Advisor
Portfolio Manager

George Wright
Senior Wealth Advisor
Portfolio Manager

Maria Zakos
Senior Wealth Advisor

Charlie Aiello
Senior Wealth Advisor

Milan Cacic
Senior Wealth Advisor
Portfolio Manager

Rolanda Campbell
Senior Wealth Advisor
Portfolio Manager

Brad Hummel
Portfolio Manager

Rich Julé
Senior Wealth Advisor
Portfolio Manager

Faisal Karmali
Portfolio Manager
Senior Wealth Advisor
Senior Investment Advisor

Wade Kozak
Senior Portfolio Manager
Senior Wealth Advisor

David Kamitakahara
Senior Wealth Advisor

Sean Messing
Senior Wealth Advisor
Senior Portfolio Manager

Kurt Miller
Senior Portfolio Manager
Senior Wealth Advisor

B.K. Milne
Senior Investment Advisor
Portfolio Manager

Ian Munro
Senior Wealth Advisor
Portfolio Manager

Penny Omell
Investment Advisor
Portfolio Manager

Hart Pollack
Senior Wealth Advisor

David Popowich
Portfolio Manager
Senior Wealth Advisor
Senior Investment Advisor

Don Promhouse
Senior Wealth Advisor

Kevin Punshon
Senior Wealth Advisor

Marvin Schmidt
Founder and Principal of The Schmidt Investment Group
Senior Wealth Advisor
Founder and Chair of Expand Hope

Debra Wooding
Investment Advisor
Portfolio Manager

Randy Yozipovic
Senior Wealth Advisor
Portfolio Manager

Damian Cenkowski
Senior Wealth Advisor

Neil Chappell
Portfolio Manager
Investment Advisor

Stan Clark
Portfolio Manager
Senior Wealth Advisor

Oliver Gilbert
Senior Investment Advisor

Christopher Helm
Investment Advisor

Justin Hui
Senior Portfolio Manager
Senior Investment Advisor

Graham Isenegger
Portfolio Manager
Senior Investment Advisor
Senior Wealth Advisor

Luke Kratz
Portfolio Manager
Investment Advisor

Peter Leacock
Senior Portfolio Manager

Nav Maharaj
Senior Investment Advisor

Michel Matifat
Portfolio Manager

Adam Pion
Portfolio Manager

Neil Pope
Portfolio Manager
Senior Investment Advisor

Tom Porteous
Senior Wealth Advisor
Portfolio Manager

Coreen Sol
Senior Portfolio Manager

Jeff Watchorn
Senior Investment Advisor

Neil Yarmoshuk
Branch Manager
Portfolio Manager
Investment Advisor

Jenny Zhou
Senior Wealth Advisor
Portfolio Manager
About CIBC Wood Gundy