Aurie Wicks, CA, CPA, CFP®
For over 15 years, Aurie has guided clients toward their financial goals through integrated, comprehensive advice — spanning retirement planning, tax and estate strategies, family governance, and investment management. First completing his Bachelor of Commerce, he went on to earn the Chartered Accountant (CA) designation and is a CERTIFIED FINANCIAL PLANNER® professional. As the team’s principal, Aurie considers it a privilege to lead with integrity and build lasting relationships with his clients and their families.
Outside of work, Aurie has a deep love for the outdoors — whether canoeing, camping, or hiking, especially when his dog Roman can come along. He enjoys spending time with family, playing the guitar or listening to records, and studying the events and figures of the past to learn something about the present.
Tyler Quinn, CIM®, FCSI
Tyler brings over 20 years of experience across both client advisory and discretionary portfolio management. This expertise developed over the years allows him to deliver the kind of integrated, hands-on stewardship that provides clients with genuine confidence in their financial future. Tyler holds a Bachelor of Economics, the Chartered Investment Manager (CIM®) designation, and is a Fellow of the Canadian Securities Institute (FCSI®).
Away from the office, Tyler values time with his wife Deb, their children London, Theo, and Tristan, and their dogs Optimus and Dryfus. Whether enjoying time at the cottage, skiing in the mountains, travelling, or spending time outdoors with family, he believes life well lived is one centred around the people closest to you.
Bram Houghton, CFA, CFP®
As a key member of the advisory team, Bram brings 15 years of experience to both his client relationships and the discretionary management that sits at the heart of the team’s investment offering. His work spans client advisory, research, analysis, and trading — a breadth that makes him as equally at home in a client conversation as in the details of a portfolio. First completing a Bachelor of Finance, Bram is a Chartered Financial Analyst (CFA®) Charterholder and a CERTIFIED FINANCIAL PLANNER® professional.
Originally from Australia, Bram is happy to now call Canada his home. Away from the office he leads an active lifestyle, enjoys travelling, and is passionate about cycling and good craft beer. His love of vinyl records and all things audiophile has led him to take up woodworking — if only to build the perfect set of speakers.
Nicholas Molina
Nick might just be the first person you speak to when you call our team. With nearly five years of experience on the CIBC Wood Gundy corporate team, he is dedicated to building strong relationships and supports clients in achieving their financial goals with personalized, high-quality service. Nick began his career with a commitment to professional development, completing Business Finance at SAIT, and considers himself a lifelong learner.
Outside of the office, Nick enjoys staying active by working out or playing basketball, spending time with his dog Jamie, or visiting family and friends in Kelowna. He also coaches U15 boys’ basketball, where he teaches the game and gives back to the community that poured so much into him.
Patricia Martinez
With over a decade in financial services, Patricia is the operational backbone of the team. Her keen eye for detail and deep understanding of efficient systems ensure that everything runs seamlessly behind the scenes — allowing the advisory team more time for clients. Patricia’s commitment to precision and process is the quiet force that the practice relies on.
When not in the office, Patricia enjoys walks alongside the river, yoga, live music, and going to the theatre. She considers mentoring new Canadians and new members of her Toastmasters club a privilege. Learning is a passion, smiling is a good sport, and her favourite pastime is zooming with family back in Peru and Chile — especially her three youngest nieces.