Jamie Gale, CIM®
With over 20 years experience navigating financial complexities for ultra-high net worth families, organizations and family offices, Jamie takes great pride in providing our clients a sense of calm through all market conditions with the strategic utilization of pension-style investment management and a robust stable of wealth management resources that can cover all of our clients financial needs. When he is not working Jamie can be found traveling, golfing or beachcombing our local waters with his wife Kathie and two beautiful children Finlay and Huxley.
Daniel Fanizza, CIM®, CFP®
Daniel specializes in providing financial strategies for individuals and business owners to manage the many complexities of entrepreneurial wealth. Given his Certified Financial Planner designation, he has developed a process to help clients organize and understand the complexities of wealth ownership. In his spare time, Daniel can be found exploring the many beautiful forests and beaches on Vancouver Island with his wife Kathleen and daughters Grace and Elle.
Ronald Langevin
Ron has amassed 25 years in the investment industry, including senior roles as a Regional VP and Managing Director for two top tier investment management firms.
Ron’s passion to wealth management incorporates an all-encompassing approach to wealth planning by working with families and business owners to identify, prepare, and execute for the future they envision and even more importantly; prepare for the unexpected. Ron has achieved his Certified Financial Planner (CFP®) and Certified Investment Manager (CIM®) designations to provide the highest level of service to clients in helping them achieve their financial ambitions.
Ron proudly calls Kelowna home with his daughter Emme and son Max, partner Shannon, and her two daughters Emma and Sommer. When Ron is not in the office he can be found in the pool, lake, or volleyball court and hiking, biking, and snowshoeing the extensive trail network the Okanagan has to offer with friends and family.
Jane Trites, B.Comm., CIM, FCSI
Jane worked in the financial services industry for over 15 years before joining CIBC Wood Gundy in 2008. Jane works closely with Jamie and Daniel to ensure your needs are met to the highest expectation and as an CIRO registrant can execute all transactions. Jane holds both a Bachelor of Business Administration and a Bachelor of Commerce from the University of Ottawa. She is a Fellow of the Canadian Securities Institute, has her Canadian Investment Management designation and holds a Life Insurance License.
Sheila Hemsworth
Sheila has over 30 years of experience at CIBC, working in various roles throughout the organization. Sheila plays an integral role on the team and is the lead on all administrative tasks and client service requests. Sheila has been lucky to call the Saanich peninsula home for the majority of her life. She and her husband Barry have two adult children, Chantal and Malcolm.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Aaron McEwen
Estate Planning Specialist
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 Draper, BA, CFP®
Wealth Strategist
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.
Rhonda Yates
Private Banking Advisor
Rhonda believes that a key part of her role is to provide clients and their families with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.
Once she understands her clients' goals, she engages her colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.
By taking the time to learn about and understand her clients, she can provide customized banking services to meet their unique needs.
Brian Einarson, B.Comm., CFP, RRC
Senior Trust and Estate Consultant
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.
Pat Marshall, CIM, CFP
Wealth strategist
Pat adds value by working closely with each individual client to provide comprehensive financial plans that focus on what is important to them. She takes an in-depth approach to understand our clients’ unique situation and provides a formal recommendation to optimize how financial affairs are structured, integrating retirement, tax, will, estate, trust and insurance plans.
Aaron McEwen
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 Draper, BA, CFP®
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.
Rhonda Yates
Rhonda believes that a key part of her role is to provide clients and their families with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.
Once she understands her clients' goals, she engages her colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.
By taking the time to learn about and understand her clients, she can provide customized banking services to meet their unique needs.
Brian Einarson, B.Comm., CFP, RRC
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.
Pat Marshall, CIM, CFP
Pat adds value by working closely with each individual client to provide comprehensive financial plans that focus on what is important to them. She takes an in-depth approach to understand our clients’ unique situation and provides a formal recommendation to optimize how financial affairs are structured, integrating retirement, tax, will, estate, trust and insurance plans.