Dylan is the team's leader, strategist and coach. His investment philosophy centers on the fundamental principles of diversification, asset allocation and utilizing quality investment products.

Dylan has deep roots in the Fraser Valley, growing up in Yarrow and attending Abbotsford Senior Secondary. He attended the University of Victoria and Trinity Western University and received his bachelors degree from TWU. While attending university, he played men's varsity soccer for both schools. Dylan enjoys learning and has continued his education by completing multiple investment, financial planning and insurance courses. He is a Chartered Strategic Wealth Professional and is a Fellow of the Canadian Securities Institute, two of the highest designations in the financial services industry. He and his wife, Amberlee, have three very active children. Dylan spends a lot of his time outside of work playing with his children, reading and is involved in a variety of sports.

Robyn is an Associate Investment Advisor with over 25 years of industry experience and has been with CIBC Wood Gundy and its predecessor firms since 1997. She holds a Business Administration Diploma, and has completed both the Canadian Securities Course and Professional Financial Planning course through the CSI. Robyn believes that good client relationships are centered around client service, and strives to provide superior service that is tailored to each client's needs. Her charismatic personality and wealth of knowledge make her an invaluable team member. Robyn was born and raised in Abbotsford and continues to live in the community with her family.

Crissy joined CIBC in 2007. Her career began in Retail Banking where she performed administrative and managerial support roles. In 2022 Crissy transitioned to CIBC Wood Gundy to join the Olson Financial Group as a Client Associate. Crissy believes in building strong bonds with her clients, and strives to deepen her client relationships by providing exceptional service, advice and solutions. She is currently working on completing the Canadian Securities Course through the Canadian Securities Institute. Crissy was raised in the Clearbrook area and continues to live in East Abbotsford with her two daughters.

Wendy's passionate about helping her clients and starts by understanding her clients' financial goals whether it’s cash and credit management, investments or planning, and develops services customized to their unique needs. She works with highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help clients achieve their financial goals.

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.

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.

Director, Mid-Market Investment Banking

Grant leads CIBC's Mid-Market Investment Banking practice for British Columbia and works with companies across the province. His team helps business owners and shareholders sell their business, grow through acquisition and raise equity capital and secure debt financing. 

Prior to joining CIBC in 2010, Grant worked in private equity and was previously the Director of Corporate Finance for Corix Group. He also worked in Ernst & Young's M&A advisory practice in Vancouver and Toronto.

Grant is a CFA Charterholder and a Chartered Business Valuator. He holds a Bachelor of Commerce degree from Queen's University.

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.

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.