Investment Advisor, CIBC Wood Gundy

Toby is an Investment Advisor at CIBC Wood Gundy with more than 12 years of experience in private wealth management at both independent and bank-owned firms. Driven by a passion for financial markets, she provides tailored advice, financial planning, and investment strategies to individuals and families across Canada, helping them build and preserve their wealth. Toby believes that gradual growth and a steady hand give her clients peace of mind. She is dedicated to educating young professionals on financial literacy and market cycles as part of her commitment to supporting generational wealth transfer. Toby also focuses on modernizing her team’s assets under management by incorporating alternatives such as structured notes, which she uses as a key tool to help clients achieve their unique financial goals while managing market risk.

Born and raised in Calgary, Alberta, Toby earned a Bachelor of Business Administration from Mount Royal University. She holds the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations. Outside of work, Toby is an avid cyclist and enjoys spending time in the mountains.