Matthew MacEwan, CIM
Born and raised in the White Rock area, Matt has been in the Financial Services industry since 2006 and has been advising clients at CIBC Wood Gundy since 2009. Matt loves the South Surrey/White Rock community that he lives and works in and he appreciates the opportunity to help people in his community achieve their financial dreams and goals. Matt is a founding member of the “White Rock/South Surrey 100 Guys that Care“ Group, where financial assistance and support is provided to local people or businesses that are in need of a helping hand and the support of community. Recently, the Group helped a family that was struggling due to an unexpected illness. They also helped another local group that provides disadvantaged youth with steel toed boots and educational bursaries so they can have a successful future and career. Commitment to service is a cornerstone in Matt’s business and personal life.
Matt and his team work with affluent families, corporations and foundations with a goal of developing and nurturing long-standing and trusted client relationships. MacEwan Wealth Management focuses on helping clients achieve their goals and celebrate important milestones in their lives.
Matt lives in White Rock with his wife Ashley and three rambunctious beautiful little boys - Colton, Carson and Mason. When Matt and Ashley aren’t driving the kids around checking out all the fun things to do in the lower mainland, they can be found down at the beach in Point Roberts or enjoying all the outdoor activities that BC has to offer.
Sandra Leah, BA
Sandra has been working in the finance industry since 1995. As an Investment Advisor, she is industry registered, and has a Bachelor's Degree in Communications from Simon Fraser University. Sandra is dedicated to providing the highest level of service to our clients. She has won the CIBC Wood Gundy Aspire Higher award and the CIBC Achievers award twice, recognizing her exceptional performance. Sandra is also an ardent fundraiser for the CIBC Foundation through CIBC Miracle Day.
Jasmine Sandhu
Originally from California, Jasmine graduated from Sacramento State University with a Bachelor of Business Administration.
Jasmine has over 20 years of administrative experience and is committed to delivering a high level of client service with integrity and friendly professionalism. Sincere and dedicated, Jasmine assists the team in all administrative aspects and her commitment to detail means that client requests and inquiries are cared for from start to finish.
Away from the office Jasmine enjoys spending time with her husband and three children. Now that her kids are all away at University - wine, reading and travel are her favorite pastimes.
Carla Singh
Carla Singh has been working in the retail banking industry for 15 years. She has had various roles in banking including Teller, Financial Representative and leading a credit union bank in a management position. She has been with CIBC group of companies for almost 7 years. She believes in high level client experience and is dedicated in making all the clients and staff feel welcome. Her vast knowledge and years of experience in the retail banking industry influenced her decision to join Wood Gundy as a Branch Assistant. When not in the office she enjoys spending time with her two children: especially the role of soccer mom, even on the frigid days!
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Rose Rogic, CFP, CIM, RRC
Financial Planning Specialist
Rose started with CIBC in 2000 since joining the financial services industry in 1987 and has held various positions in financial planning and retail banking. She uses her knowledge and experience in financial planning and private banking to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, her goal is to provide clients with a comprehensive and meaningful financial planning experience. She uses a disciplined engagement process to facilitate a deep understanding of your unique situation and support the recommendation of tailored strategies and solutions.
Wendy Natawidjaja, B.Sc.
Private Banking Advisor
Wendy's passionate about helping her clients and starts by understanding her clients' financial goals whether it’s cash and credit management, investments or planning, and develops services customized to their unique needs. She works with highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help clients achieve their financial goals.
Lee Berti, BA
Senior Trust and Estate Consultant
With over 25 years of experience in the trust industry, Lee works with CIBC Wood Gundy Investment Advisors to provide estate planning solutions for clients requiring professional Power of Attorney, Executor and Trustee services. CIBC Trust also offers assistance to those appointed as an attorney, executor or trustee. The CIBC Trust team of specialists have the tax, investment, estate law and administrative expertise to professionally administer powers of attorney, estates and trusts with discretion and sensitivity.
Wilton Lee, BA
Estate Planning Specialist
Wilton employs a comprehensive process to assess your wealth management needs and works closely with you and your professional advisors to develop customized, appropriate and effective solutions. He works to optimize your financial security, increase your net-worth and reduce the impact of taxation. Having previous experience working with business owners and operating his own small business, Wilton understands the unique challenges and requirements of operating a business. He is able to provide innovative and tax-efficient solutions for a variety of wealth management needs, both personal and corporate. Prior to joining Wood Gundy Wilton worked as an Estate Planning Specialist at a large financial institution and before that as an Advanced Case Consultant at one of Canada’s leading life insurers where he established himself as a recognized life insurance specialist.
Aleks Holtz
Estate Planning Specialist
Aleks is dedicated to providing outstanding support in the areas of insurance and estate planning and works with clients to create strategies that build and protect their wealth. Aleks studied at BCIT specializing in marketing and business management before he joined CIBC Wood Gundy in 2010. Aleks has been working towards completing his CFP and CLU designations.
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.
Sid Mokhtari, CMT
Executive Director
Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.
Rose Rogic, CFP, CIM, RRC
Rose started with CIBC in 2000 since joining the financial services industry in 1987 and has held various positions in financial planning and retail banking. She uses her knowledge and experience in financial planning and private banking to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, her goal is to provide clients with a comprehensive and meaningful financial planning experience. She uses a disciplined engagement process to facilitate a deep understanding of your unique situation and support the recommendation of tailored strategies and solutions.
Wendy Natawidjaja, B.Sc.
Wendy's passionate about helping her clients and starts by understanding her clients' financial goals whether it’s cash and credit management, investments or planning, and develops services customized to their unique needs. She works with highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help clients achieve their financial goals.
Lee Berti, BA
With over 25 years of experience in the trust industry, Lee works with CIBC Wood Gundy Investment Advisors to provide estate planning solutions for clients requiring professional Power of Attorney, Executor and Trustee services. CIBC Trust also offers assistance to those appointed as an attorney, executor or trustee. The CIBC Trust team of specialists have the tax, investment, estate law and administrative expertise to professionally administer powers of attorney, estates and trusts with discretion and sensitivity.
Wilton Lee, BA
Wilton employs a comprehensive process to assess your wealth management needs and works closely with you and your professional advisors to develop customized, appropriate and effective solutions. He works to optimize your financial security, increase your net-worth and reduce the impact of taxation. Having previous experience working with business owners and operating his own small business, Wilton understands the unique challenges and requirements of operating a business. He is able to provide innovative and tax-efficient solutions for a variety of wealth management needs, both personal and corporate. Prior to joining Wood Gundy Wilton worked as an Estate Planning Specialist at a large financial institution and before that as an Advanced Case Consultant at one of Canada’s leading life insurers where he established himself as a recognized life insurance specialist.
Aleks Holtz
Aleks is dedicated to providing outstanding support in the areas of insurance and estate planning and works with clients to create strategies that build and protect their wealth. Aleks studied at BCIT specializing in marketing and business management before he joined CIBC Wood Gundy in 2010. Aleks has been working towards completing his CFP and CLU designations.
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.
Sid Mokhtari, CMT
Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.