Daina Horsford, CIM
Daina’s passion to help people is what inspired her to become an Investment Advisor. Possessing extensive knowledge, with over 25 years experience in the financial services industry, Daina works closely helping individuals, families, business owners and corporations take charge of their financial future. She has completed studies in Business Management and holds credentials from the Canadian Securities Institute, earning the Chartered Investment Manager (CIM) designation. Through a comprehensive, holistic approach, working in unison with CIBC’s partners in Financial Planning, Private Banking, as well as Tax and Estate Planning, Daina is able to act as a single point of contact, providing her clients with a full-suite of custom tailored wealth management services to set them up for financial success.
Daina balances her work-life by spending time outdoors with her husband, identical twin boys, and the family dog “Charlie” on their boat, exploring BC’s Gulf Islands and fishing. Some of her many other passions include cooking, baking, gardening and biking.
Sarah Dobson
Sarah’s journey with CIBC began 2006, as a Customer Service Representative, where she spent over a decade perfecting the art of making people happy while also raising her two children. In 2017, she obtained her Mutual Funds registration, gaining valuable financial service experience and investment knowledge. In 2019, Sarah found her niche with CIBC Wood Gundy, working alongside Daina as an assistant for the Bullock Advisory Group. Sarah is CIRO registered, having completed the Canadian Securities Course in 2020, and more recently the Wealth Management Essentials Course. She is thrilled to be continuing on with Daina as a Financial Associate for the Horsford Advisory Group. Her professionalism, attention to detail and ability to connect with clients, makes her the perfect point person for the administrative side of the business.
Sarah was born right here in White Rock, where she currently resides with her family. She is an avid animal lover and dedicated volunteer, and enjoys getting involved in environmental causes and community clean-ups with her kids. She also enjoys puttering around in the garden, riding her bike, kayaking, or hiking with her two Baja rescue dogs.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
Rose Rogic, CFP, CIM, RRC
Financial Planning Specialist
Rose started with CIBC in 2000 since joining the financial services industry in 1987 and has held various positions in financial planning and retail banking. She uses her knowledge and experience in financial planning and private banking to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, her goal is to provide clients with a comprehensive and meaningful financial planning experience. She uses a disciplined engagement process to facilitate a deep understanding of your unique situation and support the recommendation of tailored strategies and solutions.
Wendy Natawidjaja, B.Sc.
Private Banking Advisor
Wendy's passionate about helping her clients and starts by understanding her clients' financial goals whether it’s cash and credit management, investments or planning, and develops services customized to their unique needs. She works with highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help clients achieve their financial goals.
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, BA
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.
Rose Rogic, CFP, CIM, RRC
Rose started with CIBC in 2000 since joining the financial services industry in 1987 and has held various positions in financial planning and retail banking. She uses her knowledge and experience in financial planning and private banking to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, her goal is to provide clients with a comprehensive and meaningful financial planning experience. She uses a disciplined engagement process to facilitate a deep understanding of your unique situation and support the recommendation of tailored strategies and solutions.
Wendy Natawidjaja, B.Sc.
Wendy's passionate about helping her clients and starts by understanding her clients' financial goals whether it’s cash and credit management, investments or planning, and develops services customized to their unique needs. She works with highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help clients achieve their financial goals.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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.