Kelly follows a very disciplined and proven investment approach not only to grow, but also protect your assets.
Kelly takes into consideration your goals, your financial situation and your tolerance for risk. He develops a tailormade,comprehensive plan for YOU. Kelly is a Bachelor of Laws graduate (LL.B.) and holds the Certified Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations. These designations are amongst the highest attainable in the financial services industry and ensure their designates are skilled in such areas as investment management and valuation, financial planning, portfolio design and management. Kelly is also qualified to provide insurance products. In addition, Kelly is a member of the Law Society of Ontario.

Tomas will be working closely with Kelly to help identify customized services and solutions to meet all of your personal, family and business financial needs. He comes with over a decade of Banking experience having worked for some of Canada's largest banks in International Private Banking, Asset Management and Wealth Management. He holds the Chartered Investment Manager Designation as well as numerous Financial Planning designations. Tomas specializes in portfolio management and custom-made financial planning.

Your wealth and aspirations are unique and require a personalized approach. Our goal is to look beyond the surface and create a true financial portrait that reflects your goals and values and helps develop your lasting legacy.

Zoe has been with CIBC Wood Gundy for over 10 years. A licensed professional, she comes with a wealth of knowledge and assists Kelly with implementing investment strategies. She understands the financial goals of our clients and is geared towards providing them with excellent service. She is particularly interested in trans-generational investment dynamics. 

With over 20 years of experience in the financial industry, Carol is a friendly, reliable contact person for our clients and provides them with requested information and dependable service to suit their individual needs.

In her free time, Carol enjoys many outdoor activities such as hiking and skiing. She can often be found with her nose buried in a book or out walking the family dog. She lives just north of Barrie.