The Kamitakahara Investment Team

Invest in your Future

Take action on your financial well-being and invest your resources into working with one of Calgary's most trusted teams, known for their exceptional service and long-standing history of success.

The team's Investment Advisors, David, Dan and Andrew, provide a comprehensive approach to wealth management. They work together with their clients to identify individual goals, needs and priorities, in order to make these goals a reality.

Invest your assets wisely so your future, and your family's future, gets the attention it deserves.

CONTACT US today to share your goals and learn how our team may be the best partner for your financial future.

Our History and the Foundation of the Kamitakahara Investment Team

The Kamitakahara Investment Team serves several third and fourth generations of families, due to their strong foundation, long history and balanced team approach.

The team's roots date back to the 1950's with our founding member, Mr. Roy Brookes. Originally from Fort McLeod, Roy served in World War II before moving to Calgary to accept a position in 1962 at a financial company that would evolve into CIBC Wood Gundy. He invested the remainder of his career with the firm. Roy was succeeded by Rose Rohaly who believed in the value of a team approach to achieve positive results. Rose partnered with Brian Brick and then later, David Kamitakahara. At the turn of the century, Rose retired, Dan Di Stefano joined the team and Brian soon retired.

You can relax, knowing that the team maintains the same conservative investment philosophy it was founded on in the 1950's and continues to help generations of families that have been with the team since its inception. Our focus is a conservative, yield-oriented approach designed to perform no matter what the market environment is like.

It is due to the team's experience and commitment to their clients, that they have been awarded with many achievements over the years.

David, Dan and Andrew work closely together to collaborate on ideas and market strategy. We pride ourselves on being exceptionally knowledgeable, very hardworking, straight-forward and always approachable. We look forward to working with you and your family for generations to come.

[On screen: A city skyline bathes in the soft glow of twilight, with a mix of towering skyscrapers and smaller structures, the most prominent being a tower with a red and white observation deck, all set against a clear sky transitioning from daylight to dusk.]

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[On screen: David Kamitakahara. Investment Advisor, First Vice-President, CIBC Wood Gundy.]

DAVID KAMITAKAHARA: We're one of the largest and most experienced teams in CIBC, with combined experience of roughly 125, 150 years.

[On screen: Mr. Kamitakahara interacting in different settings with other people.]

DAVID: We're mostly a conservative income-based process of investing, and so most of our clients have very realistic expectations of returns, and because of that we're not stressed out at looking at the markets every second of the day. We have more time to speak with our clients to individualize the process with them on investing.

[On screen: Dan Di Stefano. Investment Advisor, First Vice-President, CIBC Woody Gundy.]

DAN DI STEFANO: The key to achieving peace of mind for our clients is a financial plan. We work with our CIBC partners to create a win-win scenario for our clients. For example, we'll use our vast contacts that we have.

[On screen: Mr. Di Stefano interacting in various settings with different people. Later, Mr. Di Stefano, Mr. Kamitakahara, and others are having pleasant interactions in the office. ]

DAN: We use CIBC Trust to give our clients a peace of mind and the expertise in sometimes very complex situations.

DAVID: The evolution of our group is well over 50 years old. We had partners that took on other partners, and I joined them, and then Dan joined us, and Ron recently joined us.

[On screen: Ron McLeod. Investment Advisor, Vice-President. CIBC Woody Gundy.]

RON MCLEOD: I joined The Kamitakahara Investment Group here at Wood Gundy in December 2017, and there are a lot of reasons there that I wanted to join. They're a very successful team. For me, I think just stepping up to customer service was a big interest. Something I thought about for a long time, and it just provides with the large group just many more resources at my fingertips.

[On screen: Mr. Di Stefano, Mr. McLeod, and Mr. Kamitakahara interacting in various settings with different people.]

DAVID: One of the issues right now in our industry is majority of investment advisors haven't seen a bear market. We've lived through a couple of them, and having that experience, I think, is great for dealing with the future, as well as the past.

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[Text on screen: CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc.

The CIBC logo and "CIBC Private Wealth" are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.