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

Vern Phaneuf, CPA, CA, CIM, CFP, FCSI, B.Comm.

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About us

Meet the Team

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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

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

Vern Phaneuf, CPA, CA, CIM, FCSI, B.Comm.

Portfolio Manager

(604) 925-5565
Opens in your telephone provided application. Vern.phaneuf​@cibc.com Opens in your email provided application.

Vern is a Portfolio Manager with CIBC Wood Gundy in West Vancouver, British Columbia.  He earned his Bachelors of Commerce at the University of Saskatchewan and continued his education with the Institute of Chartered Accountants of Canada, the Canadian Securities Institute, the Financial Planners Standard Council and the Insurance Council of B.C. 

 

Vern has accumulated a wealth of experience and expertise from a number of firms he has previously been employed with national leading tax and investment firms.  He has been providing tax, estate, financial and investment advice to individuals, corporations and foundations for over 34 years. As a Portfolio Manager, Vern provides discretionary investment advice for his clients and  specializes in building high quality, investment grade portfolios that serve the financial needs of high net worth families. He believes superior long-term investment performance is grounded in disciplined security-specific selection and paying close attention to after tax returns.

Paula Sanchez

Financial Associate

(604) 925-5564
Opens in your telephone provided application. Paula.sanchez​@cibc.com Opens in your email provided application.

Paula Sanchez joined CIBC Wood Gundy in 2014 and has over eight years of experience in the banking and investment industry. She graduated with distinction from British Columbia Institute of Technology and has a Diploma in Financial Management and a Bachelor’s Degree in Business Administration. She also holds credentials with the Canadian Securities Institute. Paula has obtained her Qualified Associate Financial Planning designation from FP Canada and is pursuing a Certified Financial Planning Designation. Paula is devoted to a high level of customer service and enjoys helping clients reach their financial goals. When she is away from the office she enjoys spending time with her husband and daugter as well as crafting and reading.

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Lisa Cook, CFP®, CIM®

Financial Associate

(250) 716-2229
Opens in your telephone provided application. elizabethlisa.cook​@cibc.com Opens in your email provided application.

Starting her career in the Okanagan, Lisa has been working in the financial industry for over 17 years and brings a wealth of knowledge to her role on the team as a Financial Associate. Previously, she was the Branch Administrator for Nanaimo branch for eight years, transitioning over to a Financial Associate five years ago. She is fully registered with CIRO, completing the Canadian Securities Course and Wealth Management Essentials. She earned the Certified Financial Planner (CFP) designation in 2022 and the Chartered Investment Manager (CIM®) designation in 2024. Classically trained in ballet, Lisa still enjoys taking ballet classes in her spare time.

 

Heather Sunnus

Client Associate

(250) 716-2233
Opens in your telephone provided application. Heather.Sunnus​@cibc.com Opens in your email provided application.

Heather is a Client Associate with CIBC Wood Gundy, starting in the industry after completing the Applied Business Technology Administration course at Vancouver Island University. She has over 25 years of experience in the industry and in 2015 she completed the Canadian Securities Course and Conduct and Practice Handbook obtaining her registration as an Investment Representative through the Investment Industry Regulatory Organization of Canada. 

 

Heather had held several positions throughout our office over the years helping to build her knowledge of the business. Heather's position with our team is a Client Associate with duties that consists of documentation and administration of client requests including issuing cheques, transferring funds, processing trades, scheduling client meetings, setting up and maintaining client accounts.In her spare time Heather enjoys traveling, camping and time with friends and family.

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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.