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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Lambert Wetmore Wealth Management

  • Home
  • About us
    • Our team
    • What sets us apart
  • Services
    • Our solutions
    • Our process
    • Discretionary portfolio management
  • Market insights
  • Community
  • Contact us

Our team

Address 1055 Dunsmuir Street Suite 2434 Vancouver BC, V7X 1K8
Telephone Number (604) 661-2300
Email Email us
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Our team

Doug Lambert

Doug Lambert, BA, FCSI, CIM®

Senior Wealth Advisor, Portfolio Manager
(604) 661-2354
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doug.lambert@cibc.com
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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 adopter of the CIM® designation in the discretionary Portfolio Management program.

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).

 

Paul Wetmore, BA, CIM, TEP

Senior Wealth Advisor, Portfolio Manager
(604) 661-2304
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paul.wetmore@cibc.com
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Paul made his home in Vancouver in 1989 after obtaining an Economics degree from Acadia University. While playing as a linebacker in the CFL, he simultaneously developed a holistic financial planning practice, and has built a full-service team to provide an exclusive suite of financial solutions for a select group of families in British Columbia and other regions across Canada.

Over the past 30 years, Paul has obtained many relevant financial designations in an effort to understand the many complexities of the financial sector. This education gives him the ability to explore many opportunities and create comprehensive action plans that allow our clients to save taxes, create elite-level legacy plans, and ultimately preserve their wealth. Our goal is to provide complex financial solutions in simplified terms that our valued clients can fully understand.

In his spare time, Paul volunteers 15 days a year as a ski instructor for Whistler Adaptive Ski Program (WASP) helping disabled skiers enjoy our wonderful mountains.

 
Tracy Baker

Tracy Baker

Financial Associate
(604) 661-2352
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Tracy.Baker@cibc.com
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Tracy joined CIBC Wood Gundy with over 25 years of experience and fully registered for securities and option trading with financial industry regulators. 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 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.

 

Vlad Denysov

Client Associate
(604) 806-5563
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vlad.denysov@cibc.com
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Vlad Denysov is a dedicated Client Associate, focused on delivering a seamless client experience through trade execution, complex account management, and portfolio administration. With a strong background in client relations, financial operations, and data analysis, Vlad serves as a link between clients and Lambert Wetmore Wealth Management team, ensuring client needs are met with precision and care.

Vlad holds a bachelor's degree in Economic Cybernetics and previously worked as a data analyst, equipping him with strong problem-solving skills and a keen eye for process efficiency. His expertise in personal finance processes and dedication to exceptional client service contribute to the team’s goal of helping clients achieve their financial goals.

Originally from Kyiv, Ukraine, Vlad is fluent in English, Ukrainian, and Russian. He enjoys hiking, reading, and exploring new cuisines. Before his career in finance, Vlad dedicated 14 years to professional billiards, where he achieved multiple national championships, won third place in the world championship, and spent countless hours coaching aspiring players—demonstrating his focus, precision, and commitment to excellence

 
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Winnie Ho

Winnie Ho, CFP

Financial Planning Specialist

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 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 designation, and she is currently pursuing TEP designation.

Lee Berti

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

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.

Winnie Ho

Winnie Ho, CFP

Financial Planning Specialist
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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 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 designation, and she is currently pursuing TEP designation.

Lee Berti

Lee Berti, BA

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Wilton Lee, BA

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

 

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


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