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 Senior Wealth Advisor.

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 brings over 10 years experience in private wealth management to her role as Wealth Advisor. She is a graduate of Queen’s University, and also holds the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations.

Danielle is a resident of Burlington, and in her spare time enjoys traveling and spending time with her husband and two children at the cottage up north in Haliburton.

Deva brings significant industry experience in financial and investment planning to the team. He is an engineering graduate from Anna University, Chennai, also holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. Outside of professional pursuits, Deva has a passion for biking and cherishes family hikes, sharing the joy of the outdoors with his wife and two young sons.

Christine brings extensive financial services experience to her role as Client Associate. She provides support with the daily operations of our team while also ensuring our client's needs are met.

In her spare time, she enjoys spending time with her family and training for her next triathalon event.

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.

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.

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 when she is not exploring the trails in the area, she enjoys travelling to Mexico.