As one of CIBC Wood Gundy’s top performing Investment Advisors with 20 years’ experience, Adam’s high standards and dedication have led him to the appointment of Vice-President.

A graduate of the University of Western Ontario, he also holds the Certified Financial Planner and the highly regarded Chartered Financial Analyst designations.

Adam is a long-time Burlington resident and lives in the downtown area with his wife Christine and two daughters.

Danielle is a graduate of Queen’s University, holds the Chartered Investment Manager (CIM) designation, and brings significant experience to her role as Associate Investment Advisor.

She is a resident of Burlington, and in her spare time enjoys travelling and spending time at the family cottage up north in Haliburton.

Gail brings her extensive experience within the financial services industry to her role as Client Associate.  She is a substantial asset to our team in managing the day-to-day operations and ensures clients’ needs are met.

In her spare time, Gail enjoys time with family and friends.

After graduating in Mathematics from University of Wales, Lizzy worked primarily in the Insurance Industry both in London, UK & Bermuda.  She spends her days supporting the team in an administrative role.

Since moving to Burlington with her family, she spends time enjoying many local activities and festivals throughout the year.

Debbie brings with her extensive experience in the financial services industry and supports our team in an administrative role.  

She recently moved to Ancaster and enjoys spending her time exploring the many hiking trails the area has to offer.