Bill Wiltse
Originally from Penticton BC, Bill relocated to Victoria where he attended the University of Victoria to earn a bachelor of science degree in chemistry. Prior to joining the team at Wood Gundy, he built a successful career as a production and laboratory manager.
Bill’s clients benefit from his diverse background and management experience and appreciate his unique analytical perspective, empathy and problem solving approach to investing. Bill values long-term relationships, guiding clients through life’s milestones and financial complexities.
As a mature, family-oriented professional, he understands the enormous importance of financial planning for education, quality of living, emergencies, tax savings, retirement, philanthropy and estate.
Bill is a frequent volunteer with local youth rowing and soccer clubs; organizations that foster teamwork, discipline, and leadership, reflecting the values he brings to his professional relationships.
Bill also values the restorative power of nature and the opportunities to connect with family and community while enjoying the outdoors together.
I believe in personal, client first service and me and my team look forward to serving you.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Aaron McEwen
Estate Planning Specialist
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.
Kelsey Draper, BA, CFP®
Wealth Strategist
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 Amarelo
Financial Planning Specialist
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.
Brian Einarson, B.Comm., CFP, RRC
Senior Trust and Estate Consultant
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.
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.
Rhonda Yates
Private Banking Advisor
Rhonda believes that a key part of her role is to provide clients and their families with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.
Once she understands her clients' goals, she engages her colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.
By taking the time to learn about and understand her clients, she can provide customized banking services to meet their unique needs.
Aaron McEwen
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.
Kelsey Draper, BA, CFP®
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 Amarelo
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.
Brian Einarson, B.Comm., CFP, RRC
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.
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.
Rhonda Yates
Rhonda believes that a key part of her role is to provide clients and their families with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.
Once she understands her clients' goals, she engages her colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.
By taking the time to learn about and understand her clients, she can provide customized banking services to meet their unique needs.