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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

BC Advisory Group

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About us

Address 1055 Dunsmuir Street Suite 2434 Vancouver BC, V7X 1K8
Telephone Number (604) 331-5108
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About Wood Gundy

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 

Michael Chase, CFP

Investment Advisor
(604) 331-5108
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michael.chase@cibc.com
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With over 15 years of experience in the financial industry and financial planning, we take a comprehensive approach to managing, building and protecting our clients' wealth. Together with our partners and specialists within CIBC, we develop a plan that takes into account who you are today, and what you want for your family and wealth tomorrow.

I believe that our clients deserve a focused, personalized approach and we deliver what is representative of them, their goals and their values. Our services are especially beneficial for individuals and families, business owners, and executives and professionals.  

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

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.

Lee Berti

Lee Berti, BA

Senior Trust and Estate Consultant

With over 25 years of experience in the trust industry, Lee works with CIBC Wood Gundy Investment Advisors to provide estate planning solutions for clients requiring professional Power of Attorney, Executor and Trustee services. CIBC Trust also offers assistance to those appointed as an attorney, executor or trustee. The CIBC Trust team of specialists have the tax, investment, estate law and administrative expertise to professionally administer powers of attorney, estates and trusts with discretion and sensitivity.

Robert An

Robert An, CPA, CGA, CFP®, CLU, CIWM, TEP

Wealth Strategist

Rob has over 15 years of experience in public practice and financial services. Since 2019, Rob has been providing holistic wealth planning for high-net-worth clients, often involving tax and trust & estate planning.

In addition to his CPA, CGA, CFP, CLU, TEP and CIWM designations, Rob has also completed the 3-year CPA In-Depth Tax Program and is a member of the Canadian Tax Foundation. 

Rob is an active volunteer with FP Canada, CPA Canada, CPA BC and the SFU Mentor in Business program.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Lee Berti

Lee Berti, BA

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

With over 25 years of experience in the trust industry, Lee works with CIBC Wood Gundy Investment Advisors to provide estate planning solutions for clients requiring professional Power of Attorney, Executor and Trustee services. CIBC Trust also offers assistance to those appointed as an attorney, executor or trustee. The CIBC Trust team of specialists have the tax, investment, estate law and administrative expertise to professionally administer powers of attorney, estates and trusts with discretion and sensitivity.

Robert An

Robert An, CPA, CGA, CFP®, CLU, CIWM, TEP

Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Rob has over 15 years of experience in public practice and financial services. Since 2019, Rob has been providing holistic wealth planning for high-net-worth clients, often involving tax and trust & estate planning.

In addition to his CPA, CGA, CFP, CLU, TEP and CIWM designations, Rob has also completed the 3-year CPA In-Depth Tax Program and is a member of the Canadian Tax Foundation. 

Rob is an active volunteer with FP Canada, CPA Canada, CPA BC and the SFU Mentor in Business program.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.