Josephine has worked in the Wealth Management industry since 2013 and has taken on a few roles within it. She learned the fundamentals of this business from the ground-up through working alongside other highly renowned and successful advisors. This experience awarded her with the knowledge, skillset, and work ethic it takes to run a successful practice, full of happy clients. Through her years in the Wealth Management industry, one thing has always given her life and purpose in her career – good client relationships. Seeing her work have a direct impact on the lives of clients is the greatest reward.

Josephine’s introduction into finance began at a young age as she always had a curiosity about “how money works”. This piqued her interest and honed her focus in post-secondary education, and every job she took on after that. Josephine holds a Bachelor’s Degree in Business Administration with a concentration in Financial Planning from the British Columbia Institute of Technology (BCIT). Once she started her career in Wealth Management her continuous desire to add to her knowledge and skillset led her to obtain her CERTIFIED FINANCIAL PLANNER® designation.

Josephine grew up in East Vancouver, and comes from a large, Filipino family who mainly reside in the Greater Vancouver Area. When she is not at the office or spending time with her family and friends, you can find her inside a gym trying the latest and greatest workout as she is an advocate for living a healthy, balanced and full life.

With over 30 years of experience in the financial industry at CIBC Wood Gundy, Kinder has established a strong reputation for excellence in client service, operational coordination, and administrative support. She works closely with clients to address their service and administrative needs, drawing on her extensive knowledge of financial products and industry standards, which has been further enhanced by completing the Canadian Securities Course and the Conduct Practices and Handbook.

Kinder’s attention to detail, professionalism, and organizational skills make her a trusted partner to both clients and colleagues. Her dedication to outstanding service was recognized with the Achiever Excellence Award in 2019, highlighting her commitment to going above and beyond for clients and her team.

In addition to her core responsibilities, Kinder serves as a central point of support for new assistants, actively mentoring and training them to ensure their success and growth within the organization. She is passionate about mentoring junior staff and fostering a collaborative team environment, helping to build a supportive workplace culture.

She takes great pride in delivering exceptional customer service and thrives in a fast-paced, client-focused environment. Kinder is respected for her expertise in client communications, office management, workflow optimization, and her dedication to continuous growth.

Outside of work, she enjoys walks, listening to music, watching hockey and tennis, and is very family oriented.

Moontaha has always had an interest in, and commitment to business, financial services, and client relations. She dedicated her post-secondary education to studying this field and culminated in her earning her Masters of Business Administration in 2021. Her ability to adapt and thrive in new and dynamic environments led her to move to Vancouver, BC where she quickly immersed herself in the financial services industry in client-facing and service roles. She has been an outstanding addition to the team. Her thorough, detailed-oriented approach, along with her natural analytical and problem-solving skills, have made her an invaluable and very dependable member of the team. Both our team and clients have benefited from her keen eye, execution of deliverables and personable nature to top it off!