Jamie Gale, CIM®
Jamie has provided wealth management advice to clients since 2004. As a Senior Wealth Advisor and Portfolio Manager, and holder of the Chartered Investment Manager (CIM®) designation, he has spent over two decades working with ultra-high net worth families, organizations, and family offices through all kinds of market conditions. Jamie takes real pride in being a calm, steady presence for his clients, drawing on pension-style investment management and a deep bench of wealth management resources to make sure nothing falls through the cracks.
When he is not working, Jamie can be found on the golf course, traveling, or beach combing local waters with his wife Kathie and their two children, Finlay and Huxley.
Ronald Langevin
Ron has provided wealth management advice to clients since 2001. As a Wealth Advisor and holder of the Certified Financial Planner (CFP®) and Certified Investment Manager (CIM®) designations, he works with families and business owners to identify, prepare, and execute on the future they envision. Ron is dedicated to delivering an all-encompassing approach to wealth planning, and works closely with clients to prepare for both the opportunities and the unexpected events that life brings.
Outside of work, you can find Ron in the pool, on the lake, or on the volleyball or pickleball court, as well as hiking, biking, and snowshoeing the trails of the Okanagan with his partner Shannon and their family.
Jane Trites, B.Comm., CIM, FCSI
Jane brings over 15 years of experience in wealth management, having supported clients in growing and protecting their financial well-being since 2008. As a Financial Associate and holder of the Fellow of the Canadian Securities Institute, Canadian Investment Manager (CIM®), and Life Insurance designations, she works closely with the investment advisors to ensure client needs are met to the highest standard. Jane is a graduate of the University of Ottawa and holds both a Bachelor of Commerce and a Bachelor of Business Administration. Jane is equipped to execute all transactions on behalf of clients. Jane is dedicated to delivering seamless, comprehensive service, and works closely with clients to ensure every aspect of their financial needs is handled with precision and care.
When she is not in the office, Jane can be found enjoying the outdoors, reading or planning her next trip.
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.
Liana Pedersen
Liana is a recent Bachelor of Commerce graduate from the University of Victoria who has launched her career in the wealth management industry as an Administrative Assistant. She brings valuable hands-on experience from co-op terms previously held at two other financial institutions, where she supported a broad range of functions including advisor sales, private investments, institutional operations, ETF product development, and junior investment analysis. Passionate about growing her expertise, Liana is currently working toward completing her Canadian Securities Institute courses to become fully registered in the industry, and is committed to delivering a high standard of client service in everything she does.
When not in the office, you can find Liana traveling, spending time with friends and family, and staying active through soccer, running, and the gym.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Lucio Riccio, CFP, RRC, B.B.A.
Senior Wealth Strategist
Lucio works with high net worth and ultra-high net worth families to establish a roadmap for their future financial success. Lucio has the ability to assemble a multi-disciplined team to develop innovative domestic and global solutions for our clients’ personal and business needs. Some of these solutions include banking, investing, estate and trust planning, tax minimization, education, business valuation, sale of a business and charitable giving.
Lucio has been in the financial services industry since 1994, holding senior positions with leading Canadian insurance, banking, investment and multi-family office firms.
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.
James Amarelo
Financial Planning Specialist
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.
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.
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.
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.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
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
Deputy Chief Economist, CIBC
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.
Avery Shenfeld, PhD
Managing Director & Chief Economist, CIBC Capital Markets
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
Lucio Riccio, CFP, RRC, B.B.A.
Lucio works with high net worth and ultra-high net worth families to establish a roadmap for their future financial success. Lucio has the ability to assemble a multi-disciplined team to develop innovative domestic and global solutions for our clients’ personal and business needs. Some of these solutions include banking, investing, estate and trust planning, tax minimization, education, business valuation, sale of a business and charitable giving.
Lucio has been in the financial services industry since 1994, holding senior positions with leading Canadian insurance, banking, investment and multi-family office firms.
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.
James Amarelo
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.
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.
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.
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.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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
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.
Avery Shenfeld, PhD
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.