Gilbert (Gil) has been in the wealth management industry for over 20 years and leads the team in helping clients to manage their wealth while achieving their financial goals and objectives.

He has a keen passion for taxation and how the rules can be used to substantially increase client after-tax returns while simultaneously reducing their market risk. This passion extends throughout the entire wealth management process and enables him to provide clients with a comprehensive tax-efficient approach to all facets of their wealth management needs.

Gil believes that the foundation of all relationships are trust and integrity. He understands that his client's wealth typically represent years of hard work to accumulate and recognizes the honor and privilege it is to be entrusted with the management of it.

Gil's industry designations include the CERTIFIED FINANCIAL PLANNER®, Financial Management Advisor (FMA), Chartered Investment Manager (CIM®) and Responsible Investment Advisor Certification (RIAC).

He also holds a Bachelor of Arts degree in Political Science and Economics from the University of British Columbia (UBC) in addition to a diploma in Financial Management specializing in Financial Planning from the British Columbia Institute of Technology (BCIT).

In his spare time, Gil enjoys being of service and contribution to the community through mentorship and volunteering programs, spending time connecting with family and friends, personal growth, spirituality and staying active.

Raymond Shum has been an Senior Investment Advisor for over 41 years and has spent his entire career at major investment firms. He joined CIBC Wood Gundy in 1994.

Raymond believes in working hard to earn and develop a client's trust. This responsibility and privilege in managing his client's wealth is due to the time and dedication he takes to fully understand what's important to clients. As a result of this process, many relationships have become friendships and this gives him great fulfillment to be able to help preserve and grow their wealth.

Raymond's commitment to using investment managers for our clients requires that he spend a significant amount of time to perform one-on-one due diligence visits to third party professional money managers throughout North America.

Raymond believes in the importance of giving back to the community. He is a strong supporter of the Vancouver Canadian's Baseball Foundation, Hero's Hockey Foundation, and Help Change My City Alliance. These charities focus on providing youths with hope, opportunities and support for them to pursue their dreams.

In his spare time, Raymond enjoys travelling, attending live theatre, the cinema, sporting events and spending time with his family.

Sean has been in the financial services industry since 2016 and joined the team as an Associate Investment Advisor in January 2025. Working alongside Senior Investment Advisors Gilbert Lam and Raymond Shum, Sean is committed to delivering personalized wealth management strategies that simplify the financial planning process while helping clients achieve their goals with confidence and peace of mind. 

Prior to joining the team, Sean worked in Toronto with CIBC Capital Markets Finance, specializing in structured products. This experience provided him with a deep understanding of capital markets and equity derivatives — expertise he now leverages in assisting his team with client portfolio management. His ability to design innovative investment solutions is rooted in this strong foundation along with his dedication to tailoring strategies to each client’s unique needs.

Fluent in English, Mandarin, and Cantonese, Sean connects effortlessly with clients from diverse backgrounds, providing clear and personalized guidance.

Sean is currently pursuing the Chartered Financial Analyst® (CFA) and has successfully completed CFA® Program Level I. He also holds a Bachelor of Science degree with a major in Economics (Finance specialization) and a minor in Statistics from the University of Victoria.

In his spare time, Sean is an avid basketball fan, and enjoys exploring his creative side by playing the guitar. Whether on the court or strumming chords, Sean values balance, growth, and continuous development in all areas of his life.

Lenny has been an integral and valuable member of the Lam Shum Financial Group for over 20 years and is responsible for the administrative details of client accounts. Her invaluable experience and dedication to providing exceptional client service results in accurate, prompt and efficient responses to client needs.

This dedication to providing an exceptional client experience stems from her appreciation of the deeper connections that has been developed with clients over the years.

In her spare time, Lenny enjoys playing ice hockey, playing the piano, and spending time with her two children, husband and friends.

Lacey joined the Lam Shum Financial Group in March 2022. She supports the team in the general administration and management of client accounts and is passionate about leveraging her investment knowledge and resources to add value to clients while going the extra mile to ensure they receive the best service possible.

Lacey came to Vancouver in 2014 and graduated from SFU Beedie Business School with a Master of Science in Finance (MSc). She also holds a Bachelor of Business Administration (BBA) that she obtained in China.

Prior to joining the team, Lacey worked as a legal assistant in an immigration company for two years and then switched to a career in finance, working at another Canadian banking institution and CIBC retail banking for over two years.

Lacey has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Wealth Management Essentials course (WME).

In her spare time Lacey enjoys reading, traveling and exploring new restaurants with her friends.

Lacey speaks both English and Mandarin.

Ruth joined CIBC Wood Gundy in 2022 and supports the team in the general administration and management of client accounts. She is passionate about delivering exceptional client service, leveraging her extensive knowledge and experience to ensure clients receive prompt, accurate, and efficient responses to their needs. 

Ruth holds Master's degree from the University of British Columbia and brings over ten years of experience in client service and the financial industry. 

Prior to joining the team, Ruth built a strong foundation in client-facing roles across the financial industry, developing the expertise and dedication that she brings to every client interaction today. 

In her spare time, Ruth is an active contributor to arts and culture non-profit organizations, where she assists with fundraising efforts and raising awareness for meaningful causes.

Ruth speaks both English and Mandarin.