Casra Mohammedrezai, B.Comm.
Investment Advisor
Guided by a deep-rooted passion for financial literacy, inspired by over 25 years of industry insight passed down from my father, I am dedicated to empowering clients at every stage of their financial journey. From an early age, I’ve had exposure to financial markets and personal finances which has instilled insight and knowledge surrounding financial literacy that many people my age lacked. It’s important for me to build a practice and platform that allows me to share my knowledge and serve my clients in the various stages of wealth creation, preservation, and withdrawal.
My platform looks to inspire our community financially by helping clients reach their goals and involving myself in causes that I believe in. The power of supporting and providing you the opportunity to achieve your wealth goals is what drives my purpose. Earning the respect of my clients and community does not strictly stem from what I do, but rather how and why I do it. My approach is not just about offering financial advice; it’s about creating a lasting partnership that spans generations.
As a bilingual advisor fluent in Farsi who spent four years living in Canada’s financial capital, I bring a unique perspective and the ability to connect with a diverse range of clients. My long-term commitment to the financial industry is a cornerstone of the trust and peace of mind I offer.
By focusing on your unique needs, continuous discovery, and a structured, personalized approach, I ensure that each your unique goals are understood and met with the highest quality of service. My four-step process—understanding client’s needs, creating an investment strategy, implementing the investment strategy, and maintaining consistent reviews—ensures that clients are on track to achieve their financial aspirations.
Whether it’s financial planning, investment advice, estate planning, registered savings, or business solutions, I offer a comprehensive suite of services designed to support my clients' financial success across generations.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Aleks Holtz
Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.Aleks is dedicated to providing outstanding support in the areas of insurance and estate planning and works with clients to create strategies that build and protect their wealth. Aleks studied at BCIT specializing in marketing and business management before he joined CIBC Wood Gundy in 2010. Aleks has been working towards completing his CFP and CLU designations.
Wilton Lee, BA
Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.Wilton employs a comprehensive process to assess your wealth management needs and works closely with you and your professional advisors to develop customized, appropriate and effective solutions. He works to optimize your financial security, increase your net-worth and reduce the impact of taxation. Having previous experience working with business owners and operating his own small business, Wilton understands the unique challenges and requirements of operating a business. He is able to provide innovative and tax-efficient solutions for a variety of wealth management needs, both personal and corporate. Prior to joining Wood Gundy Wilton worked as an Estate Planning Specialist at a large financial institution and before that as an Advanced Case Consultant at one of Canada’s leading life insurers where he established himself as a recognized life insurance specialist.
Winnie Ho
Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application.With a customer-oriented nature, Winnie's desire is to make a significant impact to clients in all life stages with her expertise and knowledge. She started her financial planning and advice journey over a decade ago through various roles in the industry and she has found joy in helping clients achieve their financial goals.
Her commitment to this passion is to continue to strive for excellence through practical experience and academic pursuits. She holds BBA from SFU and CFP designation, and she is currently pursuing TEP designation.
Lana Mathers
Financial Planning Specialist
Lana joined the financial services industry in the 90's and has held various positions in financial planning and retail banking. She uses her knowledge and experience to help families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, her goal is to provide 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.