Tyler is a third-generation, Victoria-born family man with a passion for the city, its people, and its history. His enthusiasm, combined with an entrepreneurial spirit, has led to more than 25 years of business ownership in hospitality. This experience has shaped his understanding of business owners’ needs and the fundamental importance of having a plan, whether for personal finances or business to work towards goals and aspirations. When Tyler is not at the office, he and his wife Cheryl enjoy exploring Vancouver Island and golfing with friends. They spend much of their time supporting their daughters, Ashlyn and Georgia, at the softball diamond or listening to their son, Matthew, play guitar around a campfire.

Investment Philosophy:
Tyler believes the most successful wealth managers have always focused on minimizing tax, investing for the long term, and maintaining a bias toward equity ownership. Capital preservation, along with the careful management of downside risk through diversification and asset allocation optimization, is also an ongoing consideration.

With the support of CIBC Wood Gundy and external portfolio managers from around the world, Tyler employs a hybrid approach to investment management, utilizing a combination of professional portfolio managers and his own targeted strategies. Capitalizing on the strengths of CIBC Wood Gundy investment solutions and access to other leading financial, business and estate planning professionals, in-depth research and analysts, and online tools and resources, Tyler integrates these best-in-class services into your household’s overall financial and investment plans. He ensures that portfolios are carefully guided by each client’s individual risk tolerance and return expectations, and he conducts regular performance reviews.

Client Service Philosophy:
Tyler has always valued long-term relationships built on trust and integrity. He is committed to fostering strong client relationships through regular, open and honest dialogue to craft dedicated and tailored financial advice with a client-first mentality. Tyler prioritizes understanding each client's unique needs and goals, offering strategies and solutions to help clients achieve their objectives, aspirations and financial peace of mind.

Kelsey's role as Wealth Strategist is to take an in-depth approach with each client, understanding their unique situation and what is important to them. She provides families with a comprehensive financial plan with ideas and recommendations to optimize their financial affairs integrating retirement, tax, will, estate, trust and insurance plans.

Kelsey collaborates with external professional advisors, including accountants, lawyers and the CIBC advisory team to implement recommended strategies. 

Kelsey joined the financial services industry in 2006 and holds the Certified Financial Planner designation.

James joined the financial services industry in 2003 and has held various positions in wealth management and retail banking. In 2010, he acquired his Certified Financial Planner designation (CFP) for the reason that he is passionate about promoting financial literacy and ensuring that clients are on track through various stages of life. Originally from Toronto, he moved to Victoria 10 years ago and has made this his home.

James is quite active in the community and in his personal life. He was the Head Coach of the Victoria Special Olympics Curling team and lead them to the Canadian National Games in 2020. He enjoys spending time with his wife (Michelle) and their toddler (Annabelle) and has an active lifestyle in various types of sports.

Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.

Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.

Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs. 

My diverse experience in wealth and commercial banking brings you a unique and balanced financial perspective. I believe integrity, accountability and ethics are the foundation of trust. My inclusive approach to partnership is demonstrated through positive, curious and supportive interactions. 

When working with you, I'll ask the right questions to ensure that your needs are met with right expertise and solutions. Our exploratory process invites key stakeholders into our collaborative network of experienced specialists. 

At CIBC Private Wealth, we take an integrated approach to offer you coordinated advice and solutions that are efficient and powerful. Our bespoke solutions offer you flexibility and liquidity to seize on investment opportunities, and our collaborative network ensures the work we do is truly integrated with your entire life and wealth plan. We are committed to your success and continuously strive to generate financial and intrinsic value for your family.