Lillie Gao (高蕾) brings over 17 years of senior advisory and strategic planning expertise to CIBC, specializing in the financial services sector. Renowned for her client-centric approach, Lillie excels at crafting tailored, objective-driven financial plans and investment solutions that empower clients to achieve their ambitions. By leveraging the full suite of CIBC Private Wealth resources, she consistently delivers exceptional results, transforming clients’ financial goals into reality. Lillie is deeply committed to building enduring client relationships founded on trust, integrity, and accountability, guiding clients with unwavering dedication toward their overall financial success. As a holder of the Personal Financial Planner (PFP®) designation, Lillie further demonstrates her commitment to professional excellence and industry standards in financial planning.

Outside of her professional pursuits, Lillie is an avid traveler who loves exploring new destinations and immersing herself in diverse cultures around the world. Her passion for photography allows her to capture these adventures, preserving memories and telling stories through her lens. Whether she’s discovering hidden gems abroad or documenting life’s everyday moments, Lillie finds inspiration in the beauty and uniqueness of each experience. Above all, she cherishes quality time with her family, believing that shared experiences and strong connections are at the heart of a fulfilling life. These personal passions not only enrich her own life, but also bring a well-rounded perspective and creative energy to her work with clients.

Tony Fu (付晗宇) brings six years of specialized experience in developing and structuring comprehensive financial plans for clients at CIBC. With a strong focus on serving affluent individuals and families, Tony is dedicated to delivering tailored strategies that address the complexities of modern financial life—including retirement planning, tax optimization, intergenerational wealth transfer, and estate planning. His commitment to excellence is reflected not only in the quality of his financial solutions, but also in his unwavering dedication to providing an exceptional client service experience. Tony holds both the Chartered Investment Manager (CIM®) and Personal Financial Planner (PFP®) designations, underscoring his expertise and commitment to the highest standards in the industry.

In his spare time, Tony is an enthusiastic hockey fan who not only enjoys watching the game but also loves playing whenever he can. His passion for hockey reflects his energetic spirit and commitment to teamwork, both on and off the rink. Beyond sports, Tony is an adventurous foodie with a keen interest in exploring and savoring new cuisines from cultures around the globe. Tony believes that every meal is an opportunity to discover something new and connect with the world in a meaningful way. These interests fuel his curiosity and add a dynamic perspective to his personal and professional life.

Martin is the newest member on the team and he is here to ensure your interactions with Lillie Gao are seamless and efficient. With expertise in administrative work, appointment scheduling, document management, and client communications, Martin is dedicated to providing prompt and professional support. Whether you need assistance with portfolio reports, coordinating meetings, or general inquiries, Martin is ready to help. His commitment to organization and attention to detail allows Lillie to focus on delivering exceptional financial advice, while you enjoy a smooth and stress-free experience.

Martin’s expertise is further enhanced by a background in computer science and a genuine passion for finance, enabling him to deliver quick and accurate data solutions. Prior to joining Lillie Gao, Martin excelled as a Financial Services Representative at a CIBC branch and now leverages his skills in a dedicated administrative role supporting Lillie Gao. Outside of work, Martin enjoys exploring his culinary interests, training at the gym, and discovering new foods and beverages.