CIM®, DMS Portfolio Manager
Scott joined CIBC Wood Gundy in 2006 with a purpose to deliver a unique offering to affluent investors. Attempting to challenge the status quo, Scott has built a series of investment portfolios based on strict discipline that provides peace of mind for his clients.
Born and raised in Winnipeg, Scott graduated from Red River’s Business Administration program with a focus on marketing. Since then, he has attained the Chartered Investment Manager (CIM®) designation, as well as the Derivatives Markets Specialist (DMS) designation from the Canadian Securities Institute. Most recently, Scott has started the journey towards attaining his Chartered Financial Analyst (CFA) designation, currently a level II candidate. Scott is an accomplished curler and is a regular at Crossfit 204.
Devon joined CIBC Wood Gundy in May 2008. She takes great pride in providing the highest level of service and solutions to our clients. She serves as the team’s financial planning contact, working with a group of CIBC Wood Gundy professionals to design strategies for the purpose of minimizing our clients’ tax burdens while maximizing the transfer of their wealth to the next generation.
Devon is a graduate of the University of Winnipeg and has gone on to receive both the Chartered Investment Manager (CIM®) designation, as well as the Financial Management Advisor (FMA) designation from the Canadian Securities Institute.
Jacqui rejoined CIBC Wood Gundy in 2010. Jacqui is the team’s administrative assistant and has over 15 years of financial services experience. Jacqui holds all the necessary industry credentials for servicing clients. She is often the first point of contact with any client account questions. She has traveled the globe and continues to seek out new destinations. Jacqui is a member of the Opimian Society and enjoys collecting wines. She is happily married to her husband Barry.
Chandra joined CIBC Wood Gundy in 2014 and currently coordinates the team's marketing strategies as well as being a point of contact for client relationships. With almost 15 years financial services experience Chandra holds all of the necessary industry credentials required to assist clients. Chandra and her husband Jared have 3 young children and she enjoys spending time at the rink coaching and playing ringette or watching her son play hockey.