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

BlueWater Wealth Management

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Our Team

Address 1688-152nd Street Suite 408 Surrey BC, V4A 4N2
Telephone Number (604) 535-3766
Email Email us
Email Email
Telephone Number Tel

Our Team

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Michael Laurin

Michael Laurin, BA, CIM, CFP®, FCSI

Investment Advisor

Tel:

(604) 535-3766

Email:

mike.laurin@cibc.ca

Michael Laurin, Investment Advisor, is a graduate of the Bachelor of Social Science program at Ottawa University with a major in Economics. Michael holds both the CERTIFIED FINANCIAL PLANNER® and the Canadian Investment Manager (CIM®) designations. He also earned his Fellowship from the Canadian Securities Institute (FSCI®) and is licensed to provide Life Insurance solutions. Michael has been in the financial services industry since 1997 and with CIBC Wood Gundy since 2005. Michael is married and the father of three boys. He enjoys spending time with family and friends, golf, and lake life on Cultus Lake.

Justin Liu

Justin Liu

Investment Advisor

Tel:

(778) 861-3798

Email:

justin.liu@cibc.com

Kevin Chai

Kevin Chai, CFP®

Associate Investment Advisor

Tel:

(604) 535-3709

Email:

kevin.chai@cibc.com

Linkedin

Kevin delivers holistic wealth management services to retirees, business owners, new immigrants, and young families. Having moved to Canada alone at age 14 from Xi’an, China, Kevin developed resilience and a deep appreciation for the power of community support. Along with CIBC partners, his approach integrates investment management, financial planning, and estate planning, empowering clients to achieve financial security and peace of mind. By understanding each client’s unique needs and guiding them through life’s transitions, Kevin ensures clients can focus on what matters most.

Kevin is a graduate of Trinity Western University with Bachelor of Business Administration (BBA) Honours degree, specializes in Finance, Accounting and Marketing. Kevin holds the CERTIFIED FINANCIAL PLANNER® designation, and is currently working towards Chartered Financial Analyst® designation.

Outside of work, Kevin and his partner Kajsa enjoy cooking authentic Chinese dishes, and spending time with their two beloved cats – Nala (Bengal) and Sofi (Siamese).

headshot

Rochelle Danielson

Client Associate

Tel:

(604) 535-3729

Email:

rochelle.danielson@cibc.com

Rochelle joined Wood Gundy in 2022 after previously working in CIBC retail banking. Rochelle is currently pursuing the completion of the Wealth Management Essential course. Rochelle has a bachelor's degree in finance, and has a proficient understanding of financial markets, investment products, and financial planning principles. 
 
Rochelle is dedicated to helping clients achieve their financial goals through supporting her fellow Investment Advisors. Rochelle provides clients with professional and personalized support to safeguard and grow their wealth. 
 
Outside of the office, Rochelle has two lovely and energetic young boys, Mackenzie and Nathaniel. Rochelle's passions include food, yoga, traveling, and lounging on a beach somewhere with her partner, Matthew. 

Grace Cao

Grace Cao

Client Associate

Tel:

(778) 292-8254

Email:

grace.cao2@cibc.com

Grace joined CIBC in 2019 and transitioned to CIBC Wood Gundy in 2023. She holds a Bachelor’s degree in Psychology from Simon Fraser University (SFU). Prior to her current role, Grace worked in CIBC retail banking as a Financial Service Assistant, which provided her with valuable experience and made her an excellent fit for her current position supporting Investment Advisors.

Grace has successfully completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).

In her current role, Grace assists with account setup, trading, and client communications, providing dedicated support to her fellow Investment Advisors.

Gina Settle

Gina Settle

Client Associate

Tel:

(604) 535-3765

Email:

gina.settle@cibc.com

You may recognize Gina from her previous role at the front desk as our Branch Assistant.  Her favorite part of the job was meeting and chatting with clients, which she has carried over into her current position as an Administrative Assistant.  Gina arranges meetings, helps organize events, lends support for administrative tasks, and loves to celebrate the special moments in people’s lives.

She is a country girl at heart and is married with two adult daughters and one giant dog.  Gina played soccer for 25 years, but now likes to keep active with equestrian vaulting, golf, and working out.  She loves spending time with her family and friends, is a photography nut, and loves all things Disney and Marvel.

Gina’s favorite quote: Life is what you make it.  Always has been, always will be.

Ben Laurin

Administrative Assistant

Tel:

(604) 535-3700

Email:

Ben.Laurin@cibc.com

Michael Laurin

Michael Laurin, BA, CIM, CFP®, FCSI

Investment Advisor
(604) 535-3766
Opens in your telephone provided application.
mike.laurin​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Michael Laurin, Investment Advisor, is a graduate of the Bachelor of Social Science program at Ottawa University with a major in Economics. Michael holds both the CERTIFIED FINANCIAL PLANNER® and the Canadian Investment Manager (CIM®) designations. He also earned his Fellowship from the Canadian Securities Institute (FSCI®) and is licensed to provide Life Insurance solutions. Michael has been in the financial services industry since 1997 and with CIBC Wood Gundy since 2005. Michael is married and the father of three boys. He enjoys spending time with family and friends, golf, and lake life on Cultus Lake.

Justin Liu

Justin Liu

Investment Advisor
(778) 861-3798
Opens in your telephone provided application.
justin.liu​@cibc.com
Opens in your email provided application. Opens in a new tab.
Kevin Chai

Kevin Chai, CFP®

Associate Investment Advisor
(604) 535-3709
Opens in your telephone provided application.
kevin.chai​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Kevin delivers holistic wealth management services to retirees, business owners, new immigrants, and young families. Having moved to Canada alone at age 14 from Xi’an, China, Kevin developed resilience and a deep appreciation for the power of community support. Along with CIBC partners, his approach integrates investment management, financial planning, and estate planning, empowering clients to achieve financial security and peace of mind. By understanding each client’s unique needs and guiding them through life’s transitions, Kevin ensures clients can focus on what matters most.

Kevin is a graduate of Trinity Western University with Bachelor of Business Administration (BBA) Honours degree, specializes in Finance, Accounting and Marketing. Kevin holds the CERTIFIED FINANCIAL PLANNER® designation, and is currently working towards Chartered Financial Analyst® designation.

Outside of work, Kevin and his partner Kajsa enjoy cooking authentic Chinese dishes, and spending time with their two beloved cats – Nala (Bengal) and Sofi (Siamese).

Rochelle Danielson

Client Associate
(604) 535-3729
Opens in your telephone provided application.
rochelle.danielson​@cibc.com
Opens in your email provided application. Opens in a new tab.

Rochelle joined Wood Gundy in 2022 after previously working in CIBC retail banking. Rochelle is currently pursuing the completion of the Wealth Management Essential course. Rochelle has a bachelor's degree in finance, and has a proficient understanding of financial markets, investment products, and financial planning principles. 
 
Rochelle is dedicated to helping clients achieve their financial goals through supporting her fellow Investment Advisors. Rochelle provides clients with professional and personalized support to safeguard and grow their wealth. 
 
Outside of the office, Rochelle has two lovely and energetic young boys, Mackenzie and Nathaniel. Rochelle's passions include food, yoga, traveling, and lounging on a beach somewhere with her partner, Matthew. 

Grace Cao

Grace Cao

Client Associate
(778) 292-8254
Opens in your telephone provided application.
grace.cao2​@cibc.com
Opens in your email provided application. Opens in a new tab.

Grace joined CIBC in 2019 and transitioned to CIBC Wood Gundy in 2023. She holds a Bachelor’s degree in Psychology from Simon Fraser University (SFU). Prior to her current role, Grace worked in CIBC retail banking as a Financial Service Assistant, which provided her with valuable experience and made her an excellent fit for her current position supporting Investment Advisors.

Grace has successfully completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).

In her current role, Grace assists with account setup, trading, and client communications, providing dedicated support to her fellow Investment Advisors.

Gina Settle

Gina Settle

Client Associate
(604) 535-3765
Opens in your telephone provided application.
gina.settle​@cibc.com
Opens in your email provided application. Opens in a new tab.

You may recognize Gina from her previous role at the front desk as our Branch Assistant.  Her favorite part of the job was meeting and chatting with clients, which she has carried over into her current position as an Administrative Assistant.  Gina arranges meetings, helps organize events, lends support for administrative tasks, and loves to celebrate the special moments in people’s lives.

She is a country girl at heart and is married with two adult daughters and one giant dog.  Gina played soccer for 25 years, but now likes to keep active with equestrian vaulting, golf, and working out.  She loves spending time with her family and friends, is a photography nut, and loves all things Disney and Marvel.

Gina’s favorite quote: Life is what you make it.  Always has been, always will be.

Ben Laurin

Administrative Assistant
(604) 535-3700
Opens in your telephone provided application.
Ben.Laurin​@cibc.com
Opens in your email provided application. Opens in a new tab.
 
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Our partners

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

Wendy Natawidjaja

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.

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.

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.

Rose Rogic

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.

Aleks Holtz

Aleks Holtz

Estate Planning Specialist

Aleks is dedicated to providing outstanding support in the areas of insurance and estate planning and works with clients to create strategies that build and protect their wealth. Aleks studied at BCIT specializing in marketing and business management before he joined CIBC Wood Gundy in 2010. Aleks has been working towards completing his CFP and CLU designations.

Wendy Natawidjaja

Wendy Natawidjaja, B.Sc.

Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

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.

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.

Rose Rogic

Rose Rogic, CFP, CIM, RRC

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Aleks Holtz

Aleks Holtz

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Aleks is dedicated to providing outstanding support in the areas of insurance and estate planning and works with clients to create strategies that build and protect their wealth. Aleks studied at BCIT specializing in marketing and business management before he joined CIBC Wood Gundy in 2010. Aleks has been working towards completing his CFP and CLU designations.

 
 
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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.