Doug Lambert, BA, CIM, FCSI
Doug was born and raised in Vancouver, attending Magee Secondary and then Queen's University for a degree in Economics.
He joined a leading financial institution in 1987 as an Investment Advisor and quickly took over Branch management responsibilities as well. He was a founding partner and manager of an independent wealth management firm in Vancouver from 2005 to 2013. In November 2013, Doug joined CIBC Wood Gundy. Over a decade ago, Doug was an early adapter of an elite accreditation specializing in discretionary Portfolio Management, available to a select group of Advisors
Doug is an active member of the RVYC, past president of the Vancouver Club and is a proud supporter of the CIBC Wood Gundy Caring for Kids Foundation (a foundation which serves hot breakfast to underprivileged children in the Vancouver community).
Tracy Baker
Tracy joining CIBC Wood Gundy with over 23 years of experience and fully licensed as a Registered Representative with Options under the Canadian Investment Regulatory Organization (CIRO). Tracy is very experienced, specifically with portfolio construction, rebalancing, order execution. Tracy takes great pride in her customer service and has a vast knowledge of products.
She currently lives in Port Moody with her two children 10 & 12 and in her spare time, can be found coaching her daughter’s hockey team, skiing, golfing, or playing on her own recreational women’s hockey team.
Robert An, CPA, CGA, CFP®, CLU, CIWM, TEP
Wealth Strategist
Rob has over 15 years of experience in public practice and financial services. Since 2019, Rob has been providing holistic wealth planning for high-net-worth clients, often involving tax and trust & estate planning.
In addition to his CPA, CGA, CFP, CLU, TEP and CIWM designations, Rob has also completed the 3-year CPA In-Depth Tax Program and is a member of the Canadian Tax Foundation.
Rob is an active volunteer with FP Canada, CPA Canada, CPA BC and the SFU Mentor in Business program.
Lee Berti, BA
Senior Trust and Estate Consultant
With over 25 years of experience in the trust industry, Lee works with CIBC Wood Gundy Investment Advisors to provide estate planning solutions for clients requiring professional Power of Attorney, Executor and Trustee services. CIBC Trust also offers assistance to those appointed as an attorney, executor or trustee. The CIBC Trust team of specialists have the tax, investment, estate law and administrative expertise to professionally administer powers of attorney, estates and trusts with discretion and sensitivity.
Wilton Lee, BA
Estate Planning Specialist
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.
Robert An, CPA, CGA, CFP®, CLU, CIWM, TEP
Rob has over 15 years of experience in public practice and financial services. Since 2019, Rob has been providing holistic wealth planning for high-net-worth clients, often involving tax and trust & estate planning.
In addition to his CPA, CGA, CFP, CLU, TEP and CIWM designations, Rob has also completed the 3-year CPA In-Depth Tax Program and is a member of the Canadian Tax Foundation.
Rob is an active volunteer with FP Canada, CPA Canada, CPA BC and the SFU Mentor in Business program.
Lee Berti, BA
With over 25 years of experience in the trust industry, Lee works with CIBC Wood Gundy Investment Advisors to provide estate planning solutions for clients requiring professional Power of Attorney, Executor and Trustee services. CIBC Trust also offers assistance to those appointed as an attorney, executor or trustee. The CIBC Trust team of specialists have the tax, investment, estate law and administrative expertise to professionally administer powers of attorney, estates and trusts with discretion and sensitivity.
Wilton Lee, BA
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.