As a Senior Private Banking Advisor, I value connection and believe my genuine care and enthusiastic nature cultivates a sense of belonging for my clients. Integrity is important to me and I reflect this with strong ethical standards and transparent interactions that are focused on my client's needs. Emanating warmth, I engage a relatable and empathetic style that nurtures trusted and enduring partnerships. I am highly organized and strive to deliver efficient service that prioritizes responsive and effective communication. Drawing on the expertise of professionals across CIBC Private Wealth, including private and commercial banking, wealth planning, investment management and estate and trust services, we develop a strategic vision that is unique to your family. Using an integrated approach, we collaborate to curate a comprehensive financial plan that is complemented with thoughtful strategies and tailored solutions. In my downtime, I enjoy spending time with family and relish opportunities to read, travel and give back to my community.

I’m a seasoned professional who harmonizes essential relational skills and technical capabilities to cultivate meaningful connections with my clients. Our relationship will be supported by my genuine care and high standard of service excellence. When helping you create a roadmap to reach your financial goals, you’ll find that I’m action-oriented; that is, I’m responsive, efficient and ready to execute. As an organized critical thinker, I can distill down complex issues for you into thoughtfully curated next steps based on strategic advice and tailored solutions. My exploratory process when helping you build your wealth plan involves engaging you with my collaborative network of experienced CIBC specialists. Outside of the office, I lead an active and balanced lifestyle. I spend quality time with my young family, and also pursue personal passions, such as music and sports

Jeremy has over 15 years of experience, including various roles in banking, wealth management, insurance advisory, and financial planning. He takes an in-depth approach to understand what really matters to you so that a financial plan focusing on your priorities and goals could be created.

In addition to an MBA degree from SFU, Jeremy has attained CFA, CFP, FMA, and TEP designations. As a Wealth Strategist, he provides comprehensive recommendations on retirement planning, tax efficiency, estate & trust planning, and succession planning.

Wilton employs a comprehensive process to assess your wealth management needs and works closely with you and your professional advisors to develop customized, appropriate and effective solutions. He works to optimize your financial security, increase your net-worth and reduce the impact of taxation. Having previous experience working with business owners and operating his own small business, Wilton understands the unique challenges and requirements of operating a business. He is able to provide innovative and tax-efficient solutions for a variety of wealth management needs, both personal and corporate. Prior to joining Wood Gundy Wilton worked as an Estate Planning Specialist at a large financial institution and before that as an Advanced Case Consultant at one of Canada’s leading life insurers where he established himself as a recognized life insurance professional.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.