Ryan is a Portfolio Manager and lead advisor for the RW Wealth Advisory Group and has over 20 years of investment experience in financial markets. Ryan works closely alongside our clients and looks at a comprehensive holistic approach for you and your family’s unique financial needs.

In Ryan's own words: "I take the time to find out what really matters, whether it’s saving towards a major dream purchase, planning for your retirement, helping a loved one with their education or leaving a legacy that is important to you."

Ryan is an active member within the local Barrie Community and various organizational communities.

Kevin has worked for some of the largest banks in the UK before immigrating to Canada from Scotland. He has over 18 years of experience of navigating financial markets in retail and investment banking. Ten of these have been with CIBC.

Kevin's approach is simple. He will work with you and your family to develop a solid financial plan by focusing on what really matters to you. This could be the retirement you deserve, saving for your children’s education or wealth preservation and estate transfer.

Being Scottish, Kevin is an avid golfer and lives in Innisfil with his partner Monica. He is an active member within the local Innisfil, Newmarket and Bradford Communities and actively raises money for charities such as the Canadian Cancer Society, SickKids and United Way.

Michelle has over 20 years in the financial service industry bringing with her the experience, professionalism and problem solving skills our clients need for their unique circumstances. As a Client Associate, she helps our clients with all day-to-day administration needs and transactional trading. 

Michelle lives with her family in the peaceful Coldwater/Oro Medonte community. Over the years she has been quite active in the Orillia community, donating her time to various local organizations and charities that are important to her. In her downtime she loves playing a round of golf or traveling to new destinations with her family. She is a valued asset to the RW Wealth Advisory Group and are proud to have her aboard.

Jamie has recently joined our team in April 2026.  She is a graduate from University of Guelph where she studied Bachelor of Commerce.  Through her networking and volunteering she found she had a passion for finance where she has focused her career.  Jamie has been added to our team to help with the day to day administrative needs for our clients.  She brings a fresh perspective, strong collaborative skills and a commitment to delivering excellent customer service to our clients.  In her downtime she enjoys travelling with friends, a warm patio or attending an intense spin class.  We are excited about the energy Jamie brings to the team dynamic, and she looks forward to helping you and your family.

Your vision of wealth is achievable over time. My years of experience within the financial industry have shown me the power of proper planning and persistence. Sadly, I've personally witnessed how wealth can be lost through poor decision-making and inadequate planning. Understanding you and where you're at in your life today helps me better understand you and your family's vision for the future. I begin by listening to you. Ensuring that I understand your unique situation and needs.

Supported by our CIBC experts, my team and I provide proactive advice that is personally tailored to your family's unique needs. Working with other members of your financial advisory team, I ensure open communication and timely cooperation to help you achieve your wealth goals.

As a Financial Planning Specialist and member of CIBC Wealth Planning Group, Andrew works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.

With over 20 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, charitable-giving, business succession planning and tax optimization strategies.

Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and the Personal Financial Planner PFP® designations.