As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

James joined the financial services industry in 2003 and has held various positions in wealth management and retail banking. In 2010, he acquired his Certified Financial Planner designation (CFP) for the reason that he is passionate about promoting financial literacy and ensuring that clients are on track through various stages of life. Originally from Toronto, he moved to Victoria 10 years ago and has made this his home.

James is quite active in the community and in his personal life. He was the Head Coach of the Victoria Special Olympics Curling team and lead them to the Canadian National Games in 2020. He enjoys spending time with his wife (Michelle) and their toddler (Annabelle) and has an active lifestyle in various types of sports.

Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs. 

Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.

Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.

Kelsey's role as Wealth Strategist is to take an in-depth approach with each client, understanding their unique situation and what is important to them. She provides families with a comprehensive financial plan with ideas and recommendations to optimize their financial affairs integrating retirement, tax, will, estate, trust and insurance plans.

Kelsey collaborates with external professional advisors, including accountants, lawyers and the CIBC advisory team to implement recommended strategies. 

Kelsey joined the financial services industry in 2006 and holds the Certified Financial Planner designation.

My diverse experience in wealth and commercial banking brings you a unique and balanced financial perspective. I believe integrity, accountability and ethics are the foundation of trust. My inclusive approach to partnership is demonstrated through positive, curious and supportive interactions. 

When working with you, I'll ask the right questions to ensure that your needs are met with right expertise and solutions. Our exploratory process invites key stakeholders into our collaborative network of experienced specialists. 

At CIBC Private Wealth, we take an integrated approach to offer you coordinated advice and solutions that are efficient and powerful. Our bespoke solutions offer you flexibility and liquidity to seize on investment opportunities, and our collaborative network ensures the work we do is truly integrated with your entire life and wealth plan. We are committed to your success and continuously strive to generate financial and intrinsic value for your family.