Gordon Ley has over 35 years of invaluable experience in the industry, having begun his investment career in 1986. He holds numerous credentials including the Chartered Investment Manager (CIM) designation.

Gord is passionate about helping clients reach their financial goals and achieve a genuine sense of freedom and security that reaches beyond money. He enjoys a strong personal bond with his clients and is honoured to often be invited to weddings, anniversaries, and other important life events.

Gord’s involvement in the community is extremely important to him and his family. He has co-chaired several fundraising initiatives with his wife Patti, including the United Way, the Cobourg Community Centre, and the Northumberland Hospice Care Centre. He co-founded the Cobourg Hospital Foundation before it become the Northumberland Hills Hospital Foundation and co-founded and coached the Northumberland Breakers Volleyball Club. Most recently Gord helped organize a 700+ community volunteer “Orange Army” to help over 90,000 vaccinations in Northumberland Mass Vaccination Clinics.

Gord and Patti have been married for 40 years and have two sons and two daughters.

Jeremy Hall has 25 years of experience in the industry having spent much of his career at a leading Canadian bank-owned firm. In 2021 he joined CIBC Wood Gundy and provides industry leading wealth management and investment counsel to affluent families, professionals, and individuals in the Northumberland and the Kawartha Lakes regions.​

As a qualified and registered Portfolio Manager, Jeremy retains one of the highest levels of registration in the investment services industry. The Portfolio Manager title is a designation that requires a high level of academic achievement and success in the investment industry.​ Other accreditations include Certified Financial Planner (CFP), and Chartered Investment Manager (CIM).

Jeremy’s areas of expertise include financial and estate planning, portfolio construction, and retirement income and distribution planning. As a Portfolio Manager, he also offers his clients customized discretionary portfolios, always with a clear investment policy statements and outline of their goals and risk parameters. ​

Jeremy and his wife Christina have a busy home with four children and two golden retrievers. They enjoy an active lifestyle, spending their time windsurfing, sailing, skiing and hiking. His passion for his career extends to his community involvement where he volunteers his time teaching high school kids about investing. He has also volunteered as a Big Brother in Northumberland.

Lynn Agueci has over 30 years of experience in the investment industry. For more than 25 years, Lynn has been an invaluable resource for our team. As Gord's right-hand person, she is often the first point of contact for our clients.

Lynn's above-and-beyond the call of duty attitude is unmatched. She ensures the overall management of the office, organizes and manages client meetings, prepares internal and external communications, and finds answers to our clients' inquiries.

She is a mother of two, and a grandmother to twin boys. Lynn married to Joe for 44 years and in their spare time they like to travel. Lynn is continually seeking new ways to achieve more while maintaining an extraordinary quality of life.

Ashley Moynes has over 10 years of experience in the financial services industry, having begun her career in 2010. She has an educational background in Business Administration and is registered with IIROC. Ashley works with the team in providing the highest level of care and service to our valued clients.

Ashely is a volunteer at the Ontario Regiment Museum in Oshawa, assisting with military vehicle restoration projects and driving military tanks in her spare time. She enjoys reading, gardening, and exploring Ontario’s cottage country in the summers.

Jaclyn Agueci joined the firm in 2021 after a successful career as both a legal assistant and project manager at Rogers Communications Inc. A graduate of Carleton University, she received her Bachelor of Arts with a minor in law and recently achieved her Registered Representative license. Jaclyn supports the various needs of our team, including marketing, communications and client service.

Jaclyn returned to work and to Northumberland County after becoming a mother to twin boys. Prior to joining our team, she worked for Community Care Northumberland, focused on the Ed’s House Northumberland Hospice Care Centre Campaign, where her role included donor relations, finance, fundraising and communications.

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.

As a Senior Private Banking Advisor, I provide my clients with convenience, flexibility and peace of mind through the services and the financial solutions I offer.

I start by understanding the financial goals of my clients, whether in terms of cash and credit management or investments and planning to develop services customized to their unique needs.

My clients benefit from the access I have to highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help my clients achieve their financial goals.

As a Senior Trust & Estate Consultant I believe that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed.

We offer services as a professional executor, power of attorney for property or trustee. We 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. We have the expertise to execute or assist others in executing that role effectively and efficiently.

Andrew Duncan is a Director, Financial Planning Specialist and Team Lead with the CIBC Wealth Planning Group. He works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.

With over 25 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, chartable-giving, business succession planning and tax optimization strategies.

Geoff believes that a tailored approach is essential when implementing insurance solutions that are designed to preserve, enhance, transfer and protect the wealth of clients, whether personal or corporately owned.

Geoff has earned many professional designations throughout his career, including the CFP, CLU, CHS and CEA designations. Geoff also earned his Bachelor of Sports Management (BSM) Degree from Brock University.