Luke Kratz, CIM, FMA, BA
Luke works closely with clients to help them navigate life's financial decisions. Over the past 30 years, Luke has developed and refined a process that helps clients focus on what matters and what can be controlled.
Luke's process is outcome-oriented and emphasizes evidence-based solutions that help clients clarify their goals, get on track and stay on track with a rational plan using time-tested strategies to help achieve what is important to them.
Luke studied finance at University of San Diego and holds the Chartered Investment Management (CIM) designation and Financial Management Advisor (FMA) from The Canadian Securities Institute.
Luke lives in Fairfield with his wife Lisa, their two sons Gavin and Lachlan, and their goldendoodle Lucy.
Brandie Winship
Brandie is fully licensed, and having spent 22 years in the investment industry, she has gained the experience required to support a growing business through the many administrative aspects of private wealth management. Brandie has earned the trust and respect of both clients and colleagues with her full accessibility, active communication and efficient execution of client requests.
Brandie lives in Colwood with her husband and young family. Their children James and Maicie are dedicated to making sure they remain active.
Maia Winter, CIM
Maia's role is to ensure that we as a team remain coordinated and focused on the delivery of service and advice to our valued clients. This includes coordination of client reviews, educational opportunities and administrative support.
Maia joined CIBC Wood Gundy in 2010, and since then has received her securities license with honours, become Life Licensed with the Insurance Council of BC and earned the Chartered Investment Manager designation.
Now that her daughters are grown and have moved away to pursue their educations, she is very pleased to have returned to Victoria. For Maia, the good things in life include (but are not limited to) time with family, friends, good food and time outdoors – and even better when these benefits can include travel!
Jesse Ogloff, B.Comm., PFP, CFP®, CIM®
Jesse focuses on working closely with clients to create long-term, personalized and realistic financial plans.
Jesse grew up in Penticton, BC, where he developed an affinity for nature and experiencing the outdoors all year round. He later moved to Edmonton to attend the University of Alberta, graduating with a Bachelor of Commerce degree in 2015. Jesse began his banking career at CIBC in 2013, progressing through the more advanced roles, while continuing to add to the knowledge and designations earned while at University. Jesse transferred to Victoria in 2016, where he accepted a role as a Financial Advisor for CIBC Imperial Service, and continued to thrive with his focus on client service, achieving the Personal Financial Planner designation in 2018 and Certified Financial Planner designation in 2020. Jesse believes in continued education to stay up-to-date as the Wealth Management industry evolves, which led to earning his Chartered Investment Management designation in 2022.
Jesse still takes advantage of being in nature when time allows; hiking the rainforests and camping along the ocean on the west coast. Jesse has a passion for Financial Planning and also holds the Certified Financial Planner designation.