A seasoned investment and wealth advisor Shannon brings a formidable range of professional designations and direct experience to her role as Vice-President of CIBC Wood Gundy.

A Chartered Financial Analyst (CFA) and a Chartered Investment Manager (CIM), Shannon is also options and derivatives licensed, and licensed as a Portfolio Manager.

While recognizing the fundamental importance of portfolio creation and investment management to wealth building, Shannon’s professional competencies also extend to financial planning, tax minimization and several other wealth-related disciplines.

A strong believer in community involvement, Shannon – through her previous role as branch manager – supports innumerable local causes. These include the Canadian Canoe Museum, 4th Line Theatre, CIBC Run for the Cure, Kawartha Halliburton Children’s Aid Society, Salvation Army Toy Drive and YMCA Strong Kids.

A mother with two children, a boy and a girl, Shannon enjoys running in her spare time. She also spends a lot of her time at the local arena for minor hockey games.

Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to  help ensure they  reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations. 

With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.

Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.

Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.