Warren Acton, MBA
With over 40 years of experience, Warren has dedicated the majority of his career to the investment industry. He entered the industry in 1984 with predecessor firms which eventually became CIBC Wood Gundy in 2001.
He graduated from the University of Western Ontario with a Bachelor of Arts Degree in Economics in 1977. In 1979, an Honours Bachelor of Commerce in Finance was obtained, followed by an MBA in Finance in 1984 from the University of Windsor.
Warren’s extensive background and training allows him to offer a full range of products and services with a particular emphasis on meeting client’s short- and long-term goals. His primary objectives include portfolio performance, capital preservation and client satisfaction.
In his spare time Warren enjoys golfing as well as cheering on his beloved Toronto Maple Leafs and Green Bay Packers.
Travis Acton
Born and raised in Sarnia, Travis joined Wood Gundy in 2017 after spending over four years with the Retail Banking sector of CIBC. He holds a Bachelor of Science degree from Brock University and an Honours Bachelor of Commerce degree from the University of Windsor.
Travis is committed to providing exceptional service to all clients. He understands the importance of a well-structured financial plan to meet a wide variety of client needs. He is currently responsible for the analysis of all accounts as well as developing suitable investment recommendations.
Outside of the office, Travis enjoys being physically active. As a sports enthusiast, he has played soccer in Sarnia for over 30 years with the Bluewater Soccer Club and Sarnia FC. He also enjoys getting out for a weekend round of golf with friends and family.
Danika Rasmussen
David Coate, CPA, CA, CFP®
Having worked in the accounting profession before joining CIBC Wood Gundy in 2016, David has a unique perspective of tax and estate planning challenges that most of our clients will face during their lifetime.
Being able to draw on prior knowledge and experience from his accounting career and apply that prior experience to new advisor and client relationships is a valuable asset to our team and our partners.
Educating our clients and partners to ensure that complicated problems can be simplified is one of David’s greatest strengths.
Brian Lawson, CFP®, CIM, RRC
With over 13 years of financial planning experience, Brian is passionate about financial planning and works with clients to deliver financial plans and advanced planning strategies to help them achieve their goals. He is well versed in providing advice, support and direction on complex issues such as retirement planning, tax planning, cash management, estate planning, business succession and transition planning.
Colleen Derrick, CFP®, CIM, FMA
With over 25 years industry planning experience, Colleen joins us from an independent planning firm where she was a Financial Planner working with high-net-worth clients. Her background includes wealth planning & financial planning roles with various independent and bank-owned firms. Colleen is passionate about financial planning, with a proven track record of success in delivering financial plans and advanced planning strategies to clients. She is well versed in providing advice, support and direction on complex issues such as retirement planning, tax planning, cash management, estate planning, business succession, & transition planning.
As an accredited professional, Colleen earned her Bachelor of Administration degree at the University of Ottawa. She has earned the Certified Financial Planner (CFP), the Canadian Investment Manager (CIM), & the Financial Management (FMA) designations.