Jynelle Burton, B.B.A.
Senior Investment Advisor
Jynelle brings over 25 years of investment and wealth planning experience to her investment advisory role. She joined the industry in 1995 after graduating with a Bachelor’s degree in Business Administration (Finance) from Simon Fraser University.
Jynelle is committed to building long-term relationships with her clients by understanding their investment needs and financial goals. Her team offers clients and their families advice on financial and retirement planning, legacy planning and philanthropic endeavors. Jynelle takes a strategic approach to managing conservative portfolios and offers a broad range of products and services. Above all else, the team is dedicated to providing an outstanding client experience.
Jynelle and John live on the North Shore with their daughter Kaitlyn. They enjoy travelling, skiing and the various other activities that come from being active in their community.
John Burton, CIM
Senior Investment Advisor
Portfolio Manager
John has 22 years of experience providing wealth management and financial advice to individuals, corporations and high-net-worth families. He brings significant knowledge and expertise to all aspects of investment management and portfolio construction. John believes that in order to have lasting client relationships he needs to be accessible, transparent, and always put his clients’ interest first.
John earned a Diploma in Financial Management from BCIT and holds the Chartered Investment Manager (CIM) designation.
John and Jynelle live on the North Shore with their daughter Kaitlyn. They enjoy travelling, skiing and the various other activities that come from being active in their community.
Mandy Leung
Financial Associate
Mandy graduated from Simon Fraser University with a Bachelor degree in Economics and she speaks English, Cantonese and Mandarin. She has over 5 years of experience in the financial industry. Mandy supports our team with day-to-day business administration and operations as well as trade execution. She is well organized and responds to client inquiries promptly and with accuracy. In her current role, she is responsible for managing cheque requests, wire transfers, contributions, account updates and coordinate portfolio reviews.
She enjoys baking and travelling with her husband.
Jenny Whelband
Financial Associate
Jenny brings over 12 years of diverse industry experience including branch leadership and administration . She thrives on cultivating team culture by building trusting connections and strong relationships. When it comes to clients, Jenny goes above and beyond to provide exceptional service based on a foundation of care for your specific needs.
As Senior Branch Administrator and team leader for 10 years, Jenny helped run the day-to-day branch operations. She has since brought these skills to our team to help us execute the day-to-day responsibilities of our business. As a registered representative, Jenny assists with maintaining client portfolios and is committed to ongoing professional and personal growth.
Jenny has three daughters, all young adults who have kept her very busy over the years with sports, activities and volunteering. She now enjoys time with her family and friends, especially at the family cabin, participating in outdoor adventures and attending country music concerts.
Jynelle Burton, B.B.A.
Jynelle brings over 25 years of investment and wealth planning experience to her investment advisory role. She joined the industry in 1995 after graduating with a Bachelor’s degree in Business Administration (Finance) from Simon Fraser University.
Jynelle is committed to building long-term relationships with her clients by understanding their investment needs and financial goals. Her team offers clients and their families advice on financial and retirement planning, legacy planning and philanthropic endeavors. Jynelle takes a strategic approach to managing conservative portfolios and offers a broad range of products and services. Above all else, the team is dedicated to providing an outstanding client experience.
Jynelle and John live on the North Shore with their daughter Kaitlyn. They enjoy travelling, skiing and the various other activities that come from being active in their community.
John Burton, CIM
John has 22 years of experience providing wealth management and financial advice to individuals, corporations and high-net-worth families. He brings significant knowledge and expertise to all aspects of investment management and portfolio construction. John believes that in order to have lasting client relationships he needs to be accessible, transparent, and always put his clients’ interest first.
John earned a Diploma in Financial Management from BCIT and holds the Chartered Investment Manager (CIM) designation.
John and Jynelle live on the North Shore with their daughter Kaitlyn. They enjoy travelling, skiing and the various other activities that come from being active in their community.
Mandy Leung
Mandy graduated from Simon Fraser University with a Bachelor degree in Economics and she speaks English, Cantonese and Mandarin. She has over 5 years of experience in the financial industry. Mandy supports our team with day-to-day business administration and operations as well as trade execution. She is well organized and responds to client inquiries promptly and with accuracy. In her current role, she is responsible for managing cheque requests, wire transfers, contributions, account updates and coordinate portfolio reviews.
She enjoys baking and travelling with her husband.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jeremy Ma, CFA, FMA
Wealth strategist
Jeremy has over 15 years of experience, including various roles in banking, wealth management, insurance advisory, and financial planning. He takes an in-depth approach to understand what really matters to you so that a financial plan focusing on your priorities and goals could be created.
In addition to an MBA degree from SFU, Jeremy has attained CFA, CFP, FMA, and TEP designations. As a Wealth Strategist, he provides comprehensive recommendations on retirement planning, tax efficiency, estate & trust planning, and succession planning.
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.
Jeremy Ma, CFA, FMA
Jeremy has over 15 years of experience, including various roles in banking, wealth management, insurance advisory, and financial planning. He takes an in-depth approach to understand what really matters to you so that a financial plan focusing on your priorities and goals could be created.
In addition to an MBA degree from SFU, Jeremy has attained CFA, CFP, FMA, and TEP designations. As a Wealth Strategist, he provides comprehensive recommendations on retirement planning, tax efficiency, estate & trust planning, and succession planning.
Rose Rogic, CFP, CIM, RRC
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.