With over 30 years financial markets experience, Fiona works one-on-one with affluent individuals and families with assets over $1 million to achieve consistent investment results through income and growth portfolios. She builds multi-generational relationships due to her extremely high service standard and dedication to client contact. Clients trust in her to always provide appropriate advice with integrity.

Fiona’s informed, stable approach will guide you when you need it most so you can sleep at night. As a significant and seasoned market participant herself, she understands how important it is to allocate investment capital carefully and how diversification pays long term rewards. She stays in regular contact with her clients to educate and convey timely tactical and strategic investment decisions that will improve the resiliency, long term performance and risk profile of the portfolios she manages.

Fiona works with a team of experts at CIBC who are available to her clients in the areas of alternatives, private banking, financial planning, and insurance and estate planning. In regular contact with industry experts and respected portfolio managers, as well as voraciously reading the financial news, Fiona always has an opinion on direction and thoughtfully addresses portfolio construction to meet your investment objectives.

A Vancouverite, Fiona graduated from Brown University (magna cum laude) in International Relations, receiving the Departmental Award in her senior year. She holds the Certified Investment Manager designation and is a Fellow of the Canadian Securities Institute.

She proudly serves on the Board of CIBC Wood Gundy’s Caring For Kids Charity, supporting breakfast relief to elementary schools in Vancouver’s DTES and the Crisis Breakfast Program at Covenant House.

Fatima has been privileged to manage her clients’ wealth for over 25 years. She does this by understanding their unique financial situations and then identifying personalized solutions to help them achieve their goals. Fatima’s investment philosophy is grounded in a one size does not fit all approach, which requires cultivating deep, personal relationships with her clients to understand them better.

With expertise in equity, debt and alternative investments, Fatima is able to create balanced portfolios across a highly diverse range of investment options. She also works with partners from across CIBC to help construct comprehensive financial plans which include investments, insurance and estate planning to help meet client objectives.

Born in Uganda and forced to migrate to Canada as a child, Fatima grew up in Vancouver. She watched her parents start from scratch to establish roots in a new country, always remaining grateful for the opportunity to be here. Her family and their immigration experience largely influenced her career path and cultivated her values of integrity and hard work. As a result, she has always paid careful attention to her clients’ unique stories which has allowed her to build trusting connections.

Fatima obtained her Bachelor of Business Administration (BBA) from Simon Fraser University. She began her professional career in 1997 with a large independent brokerage firm, then joined CIBC Wood Gundy in 2015.

In 2012, Fatima co-founded BabyGoRound in the Greater Vancouver Area, which helps families in need access gently used baby items. She also supports many other charities including Focus Canada, YWCA Women of Distinction and Covenant House.

Fatima's bustling household includes two sons, a daughter and a black lab. She enjoys skiing, hiking and all the outdoor amenities British Columbia has to offer.

Annie has worked in the investment industry since 1998. She has completed the Canadian Securities Course, Professional Financial Planning course and Wealth Management Essential. She is registered with the Canadian Investment Regulatory Organization (CIRO) as a Registered Representative. Annie is very experienced, specifically with portfolio construction, rebalancing and order execution. Her main focus is to provide clients with efficient and top notch service.

Having an energetic young son involved in a wide range of sports, Annie's weekends are filled with many activities including parent participation in tennis, basketball, swimming and jujitsu. For relaxation, Annie enjoys long walks (hikes) and taking part in exercise. In her spare time, Annie loves to travel with her family to warm places with palm trees.

Selina has been in the financial services industry for over 25 years. After graduating from the University of British Columbia in Psychology, she joined CIBC Investor’s Edge in 2000 and CIBC Wood Gundy in 2003.

Selina is a Registered Representative with Options with the Canadian Investment Regulatory Organization. She is fluent in English, Cantonese and Mandarin.

Selina is a mom to two teenage daughters. When she is not working, you’ll find Selina, her husband Ed and their daughters active with the ringette community.