You deserve more.
Investments don’t exist in a vacuum. A customized, “whole wealth” approach—encompassing everything from financial planning to portfolio-building—can reap rewards that are more than just monetary.
Convenience. Security. Peace of mind. When your assets are managed well—and by the right team—these can be dividends, too.
We are a different kind of wealth management team—one that focuses not just on your investments, but on serving all of your financial needs to help you make sense of your choices.
When you trust your wealth to us, you tap into a unique network that’s unparalleled in its breadth and depth—lawyers, accountants, tax planners, real estate advisors, insurance experts, banking specialists and more.
Our family office approach ensures that all advisors work together in a well-coordinated way, toward an integrated wealth strategy that we believe will best mitigate risk and create greater possibilities.
Our investment philosophy has been shaped by some of the most successful pension and endowment funds in the world. Our models emulate this approach by conservatively using both traditional and non-traditional investments to help clients achieve stable and consistent returns.
Our team’s commitment to focusing on transparency, accountability and working with fewer clients has allowed us to develop strong meaningful relationships with everyone we service.
Adam Doering • CFP, CFA
Vice-President, Investment Advisor
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 Vice-President.
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 Chvedukas • CIM
Associate Investment Advisor
Danielle is a graduate of Queen’s University, holds the Chartered Investment Manager (CIM) designation, and brings significant experience to her role as Associate Investment Advisor.
She is a resident of Burlington, and in her spare time enjoys travelling and spending time at the family cottage up north in Haliburton.
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.
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.