Meet our team

Stephen Cudmore CFP®, BBA
Senior Vice President, Investment Advisor and Branch Manager
Tel: 902.620.2612 Fax: 902.620.2601 Toll Free: 1.877.655.7735

Stephen has been providing investment advisory services since 1992. Beginning his career in Toronto, Stephen obtained his Canadian Securities with Honors, and specialized in meeting the wealth management needs of high net worth families and corporations.

He later obtained is Certified Financial Planning, Professional Financial Planning, Insurance and Estate planning, Options Supervision, and High Net worth Advisory designations. For over 10 years Stephen was Vice President and Branch Manager for one of Canada’s largest bank owned investment dealers.

In 2014, Stephen became a Partner, Director and Branch Manager of Richardson GMP in Atlantic Canada.

Stephen is an active volunteer in the community as past Chair for the Fundraising committee for the Summerside Wellness Center, the past chair of the fundraising committee for the Summerside Rotary Inspire Learning Centre, past president of the Rotary Club of Summerside and past Chair of the PEI Easter Seals Campaign. Stephen is a Paul Harris Fellow in Rotary and he continues his involvement in the Community as a board member of Holland College Foundation and the local board of the Investment Industry Regulatory Association of Canada. He also serves on the executive of the Charlottetown Yacht Club, The PEI Sailing Team and the PEI Alpine Ski Team. Stephen is Married to Michelle. They have two daughters Makena and Macy. As a family, they love skiing, sailing, hiking, travelling and walking their Portuguese Water Dog named Levi.

Jonathan Ross
Senior Vice President, Wealth Management, Investment Advisor and Assistant Branch Manager
Tel: 902.620.2613

Jonathan has been providing investment advice to clients for over 17 years. Jonathan partnered with Stephen Cudmore over a decade ago to form Cudmore Ross Wealth Management. Jonathan’s responsibilities on our team include selecting assets, implementing plans and monitoring investments to achieve our clients’ specified investment goals. 

With a Bachelor of Business Administration from the University of Prince Edward Island, Jonathan has achieved several industry certifications and most recently graduated from the Securities Institute at the prestigious Wharton School of Business.

Like Stephen, Jonathan is an active Rotarian. He sits on the board of the PEI Community Foundation and is Chair of the Investments Committee.  He is on the Bid Committee for the 2023 Canada Winter Games and President of Charlottetown Executive Association.   When not serving his clients or the community, Jonathan and his teammates campaign a competitive sailboat. He lives in Stratford with his partner Emma, and his young children Dexter and Summer.

Garth Doiron CGA
Associate Investment Advisor
Tel: 902.620.2614

Garth, a Certified Professional Accountant, has been providing clients with investment and financial planning advice for over 16 years. He spent the first seven years in the business building his own practice before partnering with Cudmore Ross Wealth Management in 2009 to help serve their client base. Garth spends most of his days providing direct investment and/or financial planning advice to our clients. 

Garth graduated from the University of Prince Edward Island with a BBA and a major in Accounting in 1991. He earned the Certified General Accountant’s designation in 1996. Garth worked as a Financial Controller for private businesses for many years before transferring his skills to the investment business. His CPA desigination provides him with a good knowledge of tax issues with which our entrepreneurial clients may be dealing.

As a Past President of the Summerside Chamber of Commerce, Garth has served on many volunteer boards over the years and is currently acting as Secretary Treasurer on the Board of the Summerside Boys and Girls Club and Youth Engagement Center. Garth and his wife Lisa have two boys, Zach and Tanner. In his spare time Garth likes to keep active whether it’s walking the dogs with Lisa, working out at the gym, or playing squash hockey and golf.

Julie Connolly
Associate
Tel: 902.620.2615

Julie is a highly accomplished Executive Assistant with 18 years of professional experience in administration and client service. She is known as a detail-oriented professional with a passion for accuracy. Julie’s foremost goal is to serve Cudmore Ross Wealth Management clients in a timely and efficient manner.

Julie is responsible for a full range of administrative duties and takes pride in delivering a great client experience. But her greatest contribution is how much she cares about what is important to our clients. She has worked in the financial industry for ten years and has her Canadian Securities Course with the Canadian Securities Institute.

Julie is a runner who enjoys participating in charity races such as The Run for the Cure. She is also involved in fundraising for Bowl for Kids Sake for Big Brothers Big Sisters of PEI and the Children’s Wish Foundation, and she volunteers her time to 100 Women Who Care, a non for profit organization focused on coordinating funding for local, community charitable organizations.

Samara Weeks
Assistant
Tel: 902.620.2616

Samara graduated from Holland College in 2016 with a certification as an Administrative Assistant. She was highly recommended to us & joined our team in January 2019 as Assistant to the team. She is eager & willing to learn our industry & has already proven to be extremely competent in her role.

Samara was raised in the only English community in Les Iles de la Madeleine. With this, she grew up with a love of the water and enjoys her days fishing when she’s home.

Samara has volunteered with the youth in her community, from picking up garbage on the side of the road, to field trips to a local farm. She credits her 5 years with the Sea Cadets for her loyalty, professionalism, mutual respect and integrity.  

In her spare time, she enjoys walking along Victoria Park, going to the gym and catching up with friends. She has registered for her first 10K walk in October 2019.