BIOGRAPHY

Gail A. Taylor, CIMA, MBA Vice President, Investment Advisor CIBC Wood Gundy
Gail is an Investment Advisor with over twenty years of experience in the financial services industry. She has always considered herself a relationship builder with a passion for charitable work.

Contact Info (780) 498-5078 (800) 232-7296 g.taylor@cibc.ca

www.cibcwg.com/gail-taylor
@GailTaylorWG

Gail has recently completed the Executive MBA program at Queens University where she wrote her thesis on microfinancing. She currently sits on the board of HealthBridge International and the Social Investment Organization. Gail is a member in good standing with the Investment Management Consultants Association (IMCA). She acquired her Certified Investment Management Analyst (CIMA) designation as well as an Endowment and Foundation certificate from IMCA through the Wharton University School of Business. Gail is located in Edmonton, Alberta, however she is licensed to practice in several provinces and currently has clients across the country.

Our Value Proposition to Clients: When managing the elements of your portfolio we consider it our responsibility to help you gain peace of mind for your investments, your future and your legacy. We want you to think differently about your wealth and provide a framework to do so. Areas of Expertise: Advisory & Professional Investment Management through Socially Responsible Investing (SRI)

Speaking Engagements: Queens University Kingston October 2011 VanCity Investments Vancouver April 2011 Canadian Responsible Investment Conference Montreal - June 2012 Current Board Positions: Social Investment Organization Board Director HealthBridge Board Member Past Board Positions: Sustainable Harvest Inc Board Trustee AB Mental Health Foundation Trustee CIBC World Markets Childrens Miracle Foundation Riverview Rotary Club CFO University Hospital Foundation Chair of Finance Additional Information: Retirement Planning Book You Can Have Your Cake and Eat it Too MBA Thesis The Development of a Microfinancing Investment Vehicle Taught Conservative Investment Strategies Faculty of Extension University of Alberta

Only Advisor recognized by the SIO in Edm

Keynote Speaking Appearances Retirement and Financial Planning Estate & Legacy Planning Performance and Risk Management Insurance Solutions

Our vision is to inspire and lead our clients to invest with purpose