Christopher is a highly experienced wealth management professional with over 20 years of experience in the financial industry, specializing in comprehensive financial planning, investment management and business owner strategies. Over the last 11 years, he has helped high-net-worth individuals, families and business owners navigate complex wealth structures, both onshore and offshore.

Christopher began his tenure at another brokerage firm where he developed deep expertise in cross-border wealth management and sophisticated financial structures. His extensive knowledge allows him to design customized strategies for clients with global assets and business interests. With a strong focus on business succession planning and corporate wealth solutions, Christopher works closely with entrepreneurs to optimize their financial landscapes and preserve generational wealth.

Christopher holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Personal Financial Planner (PFP®) designations. He is committed to providing a disciplined and strategic approach to wealth management. He is also insurance-licensed, allowing him to incorporate risk management and estate planning solutions into his clients’ financial plans.

Earlier in his career, Christopher progressed through roles in financial planning, investment advisory and business banking at other leading financial institutions. His broad experience across various areas of wealth management has given him a well-rounded perspective on helping clients achieve their financial goals.

With a reputation for delivering personalized, high-touch service, Christopher is dedicated to guiding clients through every stage of their financial journey with tailored advice, innovative solutions, and long-term vision.

With a strong foundation in financial services and client relationship management, Brian is  committed to supporting clients with tailored wealth strategies and investment solutions. He brings with him a diverse background and cross-market experience in financial planning and banking advisory in both Canada and China.

Brian holds a Master of Economics and a Bachelor of Finance degree from Hong Kong. He has also completed the Canadian Securities Course, the Conducts and Practices Handbook Course and the Certificate in Advanced Financial Advice from the Canadian Securities Institute.

Fluent in English, Mandarin and Cantonese, Brian is a passionate sports enthusiast who enjoys staying active by playing basketball, hiking and going to the gym. He also enjoys music, travelling and spending time with family and friends.

Raymond is a finance professional with hands-on experience supporting high-net-worth clients through comprehensive wealth management, financial planning, and personalized client service. 

Prior to joining CIBC Wood Gundy, he served as an Associate at other brokerage firms where he supported investment advisors in managing client portfolios, maintaining compliance standards, and facilitating financial and estate planning strategies tailored to clients’ needs. Prior to that, he provided customized banking solutions while delivering a high standard of client care. 

Raymond holds a Specialized Honours Bachelor’s degree in Financial and Business Economics and has completed both the Canadian Securities Course and the Conduct and Practices Handbook, giving him a strong foundation in investment products and regulatory best practices.

Michael’s financial planning philosophy stems from more than just learning about your financial goals. It is about understanding you; your values, concerns and aspirations. With years of experience developing diverse comprehensive financial plans for high and ultra-high net worth clients, Michael is able to paint a clear financial picture of your situation and create a roadmap to help you achieve your goals. He is equipped to provide sophisticated advice on various facets of financial planning including tax, retirement, business and estate planning. Having earned his Certified Financial Planner and Chartered Investment Manager designations, Michael has built his career on advising clients for over a decade.

David enjoys working with high-net-worth families, business owners, and senior executives to preserve their wealth through the use of tax, insurance, trust and estate planning strategies.

David draws on his wealth planning experiences to provide a team-based approach by involving a client’s non-CIBC advisors (i.e., lawyer, accountant) and partners at CIBC.

David has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program.

• l Certified Financial Planner (CFP®)
• l Fellow of the Canadian Securities Institute (FCSI®)
• l Bachelor of Commerce (B.Comm.)

Your financial needs are complex and require the right guidance and expertise from wealth managers who understand high-net-worth professionals.

Offering you quality dedicated advice, I'm proud to work with you to achieve your financial goals. Once we understand your specific needs, my team and I deliver tailored advice that reflects what's most important to you and your family. I work closely with our many CIBC experts in planning and developing recommendations that align with your wealth needs.

In my free time, I enjoy traveling and exploring the world. Discovering and learning new cultures brings me joy.

As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.

Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.