DAVID COX - Key Persons

Job Titles:

• Senior Private Banking Advisor

A key part of Alla's role is to provide clients and their family with convenience, flexibility and peace of mind through the services and the financial solutions she offers. She starts by understanding her client's financial goals, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. Along with her Associate she offers highly personalized, proactive attention, along with timely, professional and reactive services. Alla has been in the financial services industry since 2006.

Job Titles:

• Associate
• Investment Advisor
• CIM / Associate Investment Advisor

My career with CIBC started in 2016, when I joined the Retail Banking division as a Financial Services Representative. In August of 2017, I made the switch to CIBC Wood Gundy to pursue a career in Wealth Management. I hold both the Chartered Market Technician (CMT) and Chartered Investment Manager (CIM) designations, and am currently working towards the Chartered Financial Analyst (CFA) charter. I graduated from Wilfrid Laurier University's Honours Bachelor of Business Administration (BBA) program in 2015 with a concentration in Finance and Economics. Trade analytics, attribution, security screening, order execution, and technical market research are among my many responsibilities as part of the Cox Daggett Advisory Group. Born and raised in Guelph, my interests include music, travel, art and technology.

Job Titles:

• Administrative Assistant

I am a graduate of Conestoga College, having successfully achieved my Legal Secretarial Diploma (1980). I have in excess of 25 years' experience in the Legal and Office Administration field. After taking 14 years off to raise a family, I was looking for a new challenge and returned to the world of business. I bring with me a wealth of knowledge and experience from my previous career. I am a valuable member of the team. My key responsibilities are to take care of the scheduling of all client meetings as well as marketing events. Away from the workplace, I am a very active and passionate member of the community. I have been actively involved with the literacy program "Strong Start" since 2003. I have served as Team Captain for the Kidney Foundation (Cambridge) from 2008-2016. Being the spouse of a Rotarian, I have been involved in numerous volunteer positions including Cambridge Ribfest and the Superhero Fun Run. I enjoy spending time with my family and friends as well as staying physically active.

Job Titles:

• Investment Advisor
• Portfolio Manager
• CIM

I began my investment career in 1988 and am currently one of a select number of qualified Portfolio Managers within CIBC Wood Gundy. I have extensive knowledge in Modern Portfolio Theory, Taxation, Estate Planning, as well as the dealings of small and mid-size business concerns. I graduated in 1985 with an Honours Bachelor of Science Degree from the University of Ottawa. I am also a Certified Investment Management Analyst (CIMA) -- a designation which I received from the Investment Management Consulting Association in affiliation with The Wharton School of Business (1999), University of Pennsylvania. CIMA professionals incorporate a complex body of investment knowledge in the process of providing objective advice and guidance to individual and institutional investors. Away from work, I am an active member of my community in Cambridge, Ontario. I am currently a member of the Board of Directors, Cambridge & North Dumfries Community Foundation. I have served as President of the Rotary Club of Cambridge North (1997-98 and 2011-12) as well as been a member of the Board of Directors of The Cambridge Memorial Hospital (1997 - 2004). Additionally, I am a Paul Harris Fellow (The Paul Harris Fellow Award is the highest honour Rotary International can bestow upon an individual; the award therefore acknowledges the "service above self" which that individual has offered to their community). I have also served as a spokesperson for the CIBC Run for the Cure annual fundraiser, which supports the Canadian Breast Cancer Foundation.

Job Titles:

• CIM

As a Financial Planning Specialist, Jamie's goal is provide a comprehensive financial planning experience taking an in-depth approach to understanding client's unique situation. Jamie began his career in 2002 while completing his undergraduate degree at Wilfrid Laurier. Jamie is a Certified Financial Planner, holds the CIM designation, and has completed an MBA from Dalhousie University. Jamie brings over 15 years of industry experience working as a business owner and Financial Planner.

Job Titles:

• Managing Director Tax and Estate Planning

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.

Job Titles:

• Estate Planning Specialist

John began his career in the financial services industry in 1982 and joined CIBC Wood Gundy in 1996. John works closely with CIBC Private Wealth Management partners and their clients to help create tax efficient wealth and estate planning strategies. Our team is built on trust and integrity and has been built to serve the needs of our clientele for the decades that follow.

Job Titles:

• Estate Planning Specialist

Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team. This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role. Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.

Job Titles:

• Estate Consultant

As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.

Job Titles:

• Financial Associate

I have been in the investment industry for over 30 years. I am responsible for all aspects of account administration and maintenance. My work ensures that client requests are handled quickly and effectively and that all regulatory forms are complete and up-to-date (RRSPs, RRIFs, tax documents, etc.). My husband Ted and I have been fortunate to see a great deal of the world on our travels over the last 25 years and look forward to new adventures.