Following university, Jim worked as an engineer in the oilfield industry in Alberta, BC, the Arctic, and offshore Newfoundland. Jim transitioned to the investment industry over 30 years ago and has been an advisor with CIBC Wood Gundy and predecessor firms. Jim holds many credentials including Certified Investment Manager, and is an Investment Advisor and a Portfolio Manager. Jim provides customized wealth management solutions for high-net-worth families, businesses and charities.

Jim navigates the complexities of managing wealth, while providing solutions that are tailored to individual needs. Capitalizing on the strengths of CIBC, he has access to other leading financial, estate and business planning professionals, in-depth research and analysis, online tools and resources and best-in-class investment solutions. When Jim is not working, he is heavily involved with the local community where he has lived for over 30 years. Jim has held positions on the fiscal review board for the City of Penticton, was Director of the Chamber of Commerce, and Chairman of Economic Development. He currently is a Director of the British Columbia Hockey Hall of Fame, as well as an active member of the local Rotary Club.

Outside of the above commitments, Jim enjoys cycling, training, traveling and being an involved Grandfather. Locally, Jim is known as an avid hockey fan and a foodie as you may see him dining out and supporting many of the locally owned businesses.

Kyle was born and raised in the Okanagan. While attending the University of Northern British Columbia over 20 years ago, he was recruited by a major bank, which is where his successful career began in the investment industry. Kyle has been with CIBC since 1999.

Kyle has extensive industry, technical and administrative knowledge. His ability to simplify investment and planning concepts into an easy to understand format continually puts his clients' minds at ease. Kyle develops a custom investment approach and financial strategy for each individual client.

Kyle is heavily involved in the vibrant hockey community in Penticton. He coaches minor hockey as well as coaching goalies with the Penticton Vees Junior A Hockey Club. When Kyle is not helping out within our hockey community he enjoys many sports himself – golf, hockey, wakeboarding, biking and also photography.

With his clients as well as outside of the office, Kyle's philosophy is simple. "My passion is to help others."

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.

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. 

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.