Michelle is passionate about building meaningful, long-term relationships with her clients and helping them navigate the opportunities and complexities that come with significant wealth. She takes the time to understand what matters most to each client - their family, priorities, aspirations, and long-term vision - and builds highly personalized strategies around those goals.

Her approach combines sophisticated investment management with comprehensive, integrated wealth and tax planning. Michelle particularly enjoys complex planning and developing thoughtful investment strategies tailored to each client’s unique circumstances, with a focus on preserving and growing wealth, managing risk, and enhancing tax efficiency over time.

At the heart of Michelle’s practice is a commitment to exceptional service. She believes great wealth management extends far beyond managing an investment portfolio. Together with her experienced and highly service-oriented team, Michelle helps clients oversee and coordinate their broader financial lives, providing proactive advice, guidance and support as their circumstances and needs evolve.

Through collaboration with our CIBC partners and an established network of external professionals, Michelle and her team help clients navigate virtually every aspect of their financial affairs - from tax and estate planning, retirement, and business succession strategies to banking, lending, insurance, philanthropy, and intergenerational wealth planning. When specialized expertise is required, they bring the appropriate professionals to the table while remaining actively involved throughout the process.

Philanthropy is also personally important to Michelle. She is passionate about giving back and raising funds for organizations and causes that are meaningful to her and to the people in her life. That commitment to making a positive impact extends naturally into her work, where she enjoys helping clients explore thoughtful ways to incorporate charitable giving and philanthropy into their broader wealth and legacy plans.

Michelle takes great pride in going above and beyond for her clients. Her goal is to make complex financial decisions feel clear, thoughtful, and manageable, while ensuring every recommendation remains firmly grounded in what matters most to the individual or family.

Ultimately, Michelle and her team strive to be the first call their clients make whenever a financial question, opportunity or challenge arises - providing thoughtful advice, exceptional service, and comprehensive wealth management through every stage of life and across generations

With over 13 years of experience at CIBC Wood Gundy, Ashley brings a track record of excellence in client service, operational coordination, and administrative support. Formerly the first point of contact as Branch Assistant at the CIBC Wood Gundy Vancouver Bentall branch, she developed a deep understanding of client-facing communication, scheduling logistics, and day-to-day office management—skills that seamlessly translate into her current role as Client Associate on the Mannings Wealth Management team. Ashley now supports the Mannings Wealth Management team by handling client administration requests and correspondence, preparing documentation, and ensuring smooth internal workflows. Her attention to detail, professionalism, and strong organizational abilities make her a trusted partner to both clients and colleagues alike. Ashley is committed to continuous growth and delivering exceptional service in a fast-paced, client-focused environment. Outside of work, she enjoys spending time with her two dogs, Peanut and Elliot.

After moving to Nelson from the Philippines in 2021, Jonnah quickly embraced the Kootenay lifestyle. Outside of work, she enjoys hiking and spending time exploring the region's beautiful lakes and mountains. 

Jonnah joined CIBC in 2024 at the Nelson branch before moving to CIBC Wood Gundy in 2025. After completing industry requirements, she advanced to the role of Client Associate, where she continues to support clients and the Mannings Wealth Management team with professionalism, efficiency, and care. 

Working closely with Michelle and the team, Jonnah is committed to providing exceptional client service by delivering responsive support, attention to detail, and a seamless client experience. 

Originally from Ireland, Sarah moved to Vancouver in 2014 and quickly fell in love with the city's stunning natural surroundings. As an Associate, Sarah is passionate about delivering an exceptional client experience, ensuring every interaction is handled with care, professionalism, and attention to detail. Known for her responsiveness, organization, and commitment to service, she works closely with the team to help clients feel supported and valued at every stage of their financial journey.

With a Bachelor of Science in Nutrition from Liverpool John Moores University, a Master of Science in Sport and Exercise Nutrition from Ulster University, and industry registered in 2018, Sarah offers a unique blend of academic achievement and financial industry expertise.

Sarah takes pride in building meaningful relationships with clients and helping create a seamless, personalized experience that reflects the team's commitment to exceptional service.

Outside of work, Sarah enjoys running in the local mountain trails and spending quality time with her husband and three children.

With a customer-oriented nature, Winnie's desire is to make a significant impact to clients in all life stages with her expertise and knowledge. She started her financial planning and advice journey over a decade ago through various roles in the industry and she has found joy in helping clients achieve their financial goals.

Her commitment to this passion is to continue to strive for excellence through practical experience and academic pursuits. She holds BBA from SFU and CFP designation, and she is currently pursuing TEP designation.