Craig is dedicated to helping clients achieve financial clarity and long-term prosperity, leveraging over 20 years of global investment experience as a Senior Investment Advisor with CIBC Wood Gundy. A graduate of McGill University’s Bachelor of Commerce program, Craig’s international career—spanning Montreal, Tokyo, Sapporo, and Taipei—has given him exceptional insight into diverse markets and cultures.

His experience in navigating both Asian and North American financial landscapes provides Craig with a unique approach to sophisticated portfolio construction, helping high net worth individuals and families thrive in a dynamic global economy. Now rooted in Vancouver’s business community, Craig specializes in translating global market complexities into personalized, actionable strategies for clients across Canada.

Craig maintains a proud, multi-generational connection to his alma mater, with his two daughters currently studying at McGill. An avid enthusiast of the West Coast lifestyle, Craig spends his time away from the office snowboarding, mountain biking, and studying guitar.

 Janet has been with CIBC Wood Gundy and its predecessors for over 25 years. She supports the team with day-to-day client account administration. With her many years in the industry, Janet is able to provide clients with a very high level of expertise.

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 more than 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®, TEP, and CLU® designations.

Aleks Holtz is an Estate Planning Specialist at CIBC Wood Gundy, where he provides strategic insurance and estate planning solutions tailored to high-net-worth clients. With a focus on protecting and growing intergenerational wealth, Aleks works closely with investment advisors, legal professionals, and tax experts to deliver integrated, tax-efficient strategies aligned with each client’s long-term financial vision.

Joe has over a decade of legal and trust experience as an estate lawyer and extensive expertise in estate planning, probate, and administration. He holds a Bachelor of Laws from University of London, UK (Second Class Honours) and a Bachelor of Arts in Psychology from Simon Fraser University. His hands-on experience in estate administration from managing a diverse book of estate and trust accounts in his previous role at another trust company combined with his deep understanding of wills, estates and trust administration enable him to provide sound and practical advice to his clients in their estate planning