David has 29 years of investment industry experience and is proud that all have been with CIBC Wood Gundy. He attained a B.A. from the University of Western Ontario and holds his Certified Investment Management and Professional Financial Planning designations.

David's approach to wealth management helps ensure that all clients, whether they be individuals and their families, corporations, institutions or foundations, are actively transitioned through every stage of their financial development, building and preserving wealth on their behalf.

David firmly believes that a successful investment process employs a disciplined approach to asset allocation with an eye on preservation of capital. Careful attention to tax minimization and estate planning strategies also aid in one's ability to build and preserve wealth.

David's long standing relationships with his clients and their families is built on integrity, respect, honesty and attentiveness to their unique circumstances.

Away from the office Dave can be found on the golf course, driving any one of his three sons to rugby practice, and or with his wife heading north to Collingwood for a weekend getaway.

Eric joined CIBC Wood Gundy and the Hayes Financial Group in 2022. He has 9 years of experience within the financial services industry and is very passionate about holistic wealth management.

Before joining CIBC, Eric worked for two global asset management firms where he consulted with wealth advisors and portfolio managers on various investment and financial planning matters.

Today, Eric holds a senior role on the team, assisting in the financial planning process and ongoing investment management. He also leverages specialists across CIBC Wood Gundy for clients requiring additional support with insurance and estate planning, tax-efficiency, business succession planning, and banking. Eric’s ultimate mission is to provide clients with confidence and peace of mind by positioning them best to achieve their life goals.

A finance graduate from the Ted Rogers School of Management at Toronto Metropolitan University, Eric also holds several designations: Certified Financial Planner (CFP®) - the highest honour within the financial services industry - Chartered Investment Manager (CIM®) and Certified International Wealth Manager (CIWM®). Eric is also a Fellow of the Canadian Securities Institute (FCSI®), is Life Insurance licensed and also registered to trade options.

Born and raised in Scarborough, Eric and his wife currently reside in Mimico and enjoy traveling the world whenever they can. He truly believes in giving back to the community and as a former competitive athlete, enjoys anything fitness related, is an avid sports fan and has a (sometimes regrettable) passion for golf.

With 46 years in the financial industry, Anne's wealth of experience makes her extremely knowledgeable and proficient in all aspects of client account administration and client service. In addition to her professionalism and reliability, Anne is registered to provide and execute trade instructions, is registered to trade options and also holds her Personal Financial Planner designation, making her a valuable asset to the team. 

Anne is a loving mother to two beautiful adult daughters, has a fond heart for animals and their well-being, and enjoys walking the Burlington lakeshore on a sunny day.  

While Melanie is the most recent addition to the team having joined the Hayes Financial Group in May 2023, she is no stranger to the industry with over 18 years of experience, all with CIBC.

A graduate from Sheridan College where she majored in Business Finance, Melanie started her career in 2005 in the Retail & Business Banking division where she held various roles in sales and service, and transitioned to CIBC Wood Gundy in 2017 expanding into Operational Management. Melanie takes pride in providing outstanding service to our valued clients, and draws on the knowledge gained through her extensive and diversified experience to solve any problem that comes her way.

Married with two children she cares dearly about, Melanie and her family can be found hiking through her favourite trails during the summer months, while hitting the slopes throughout the winter season.

Mark is a seasoned financial professional having spent many years in the financial industry, both in risk management and audit roles, while also spending significant time in the insurance industry both in sales and customer service/administration.

Mark has a tremendous passion for helping people and always puts clients first, while listening carefully to properly access their needs and desires in an effort to guide them accordingly.

His goal is to provide exemplary client service, and respond promptly to client queries. Mark knows it is important to build trusting relationships with clients, and take the necessary time to educate them, so that they are well informed, and understand the solutions available.

In his spare time, Mark can be caught riding his bike, be out walking his 90 pound golden doodle and or spending quality time with family.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

Manjit works closely with CIBC Advisors and their high net worth clients to create tax-efficient insurance strategies that build and protect their wealth. Whether your clients are in the early years of accumulation or considering personal or corporate succession options, Manjit will work with you to create a holistic plan that is tailored to your client’s unique financial goals and needs.

Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.

An expert in Canadian life insurance strategies, Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.

Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.

Marilyn believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures your plans occur as you desire.

By fully assessing her client’s needs, Marilyn identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.

Marilyn and her team have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most. Marilyn has been with CIBC since 2000.

Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.

Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.