Paul Wetmore, BA, CIM, TEP
Investment Advisor
Portfolio Manager
Paul made his home in Vancouver in 1989 after obtaining an Economics degree from Acadia University. While playing as a linebacker in the CFL, he simultaneously developed a holistic financial planning practice, and has built a full-service team to provide an exclusive suite of financial solutions for a select group of families in British Columbia and other regions across Canada.
Over the past 30 years, Paul has obtained many relevant financial designations in an effort to understand the many complexities of the financial sector. This education gives him the ability to explore many opportunities and create comprehensive action plans that allow our clients to save taxes, create elite-level legacy plans, and ultimately preserve their wealth. Our goal is to provide complex financial solutions in simplified terms that our valued clients can fully understand.
In his spare time, Paul volunteers 15 days a year as a ski instructor for Whistler Adaptive Ski Program (WASP) helping disabled skiers enjoy our wonderful mountains.
Tracy Baker
Financial Associate
Tracy joining CIBC Wood Gundy with over 23 years of experience and fully licensed as a Registered Representative with Options under the Canadian Investment Regulatory Organization (CIRO). Tracy is very experienced, specifically with portfolio construction, rebalancing, order execution. Tracy takes great pride in her customer service and has a vast knowledge of products.
She currently lives in Port Moody with her two children 10 & 12 and in her spare time, can be found coaching her daughter’s hockey team, skiing, golfing, or playing on her own recreational women’s hockey team.
Paul Wetmore, BA, CIM, TEP
Paul made his home in Vancouver in 1989 after obtaining an Economics degree from Acadia University. While playing as a linebacker in the CFL, he simultaneously developed a holistic financial planning practice, and has built a full-service team to provide an exclusive suite of financial solutions for a select group of families in British Columbia and other regions across Canada.
Over the past 30 years, Paul has obtained many relevant financial designations in an effort to understand the many complexities of the financial sector. This education gives him the ability to explore many opportunities and create comprehensive action plans that allow our clients to save taxes, create elite-level legacy plans, and ultimately preserve their wealth. Our goal is to provide complex financial solutions in simplified terms that our valued clients can fully understand.
In his spare time, Paul volunteers 15 days a year as a ski instructor for Whistler Adaptive Ski Program (WASP) helping disabled skiers enjoy our wonderful mountains.
Tracy Baker
Tracy joining CIBC Wood Gundy with over 23 years of experience and fully licensed as a Registered Representative with Options under the Canadian Investment Regulatory Organization (CIRO). Tracy is very experienced, specifically with portfolio construction, rebalancing, order execution. Tracy takes great pride in her customer service and has a vast knowledge of products.
She currently lives in Port Moody with her two children 10 & 12 and in her spare time, can be found coaching her daughter’s hockey team, skiing, golfing, or playing on her own recreational women’s hockey team.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
Robert An, CPA, CGA, CFP®, CLU, CIWM, TEP
Wealth Strategist
Rob has over 15 years of experience in public practice and financial services. Since 2019, Rob has been providing holistic wealth planning for high-net-worth clients, often involving tax and trust & estate planning.
In addition to his CPA, CGA, CFP, CLU, TEP and CIWM designations, Rob has also completed the 3-year CPA In-Depth Tax Program and is a member of the Canadian Tax Foundation.
Rob is an active volunteer with FP Canada, CPA Canada, CPA BC and the SFU Mentor in Business program.
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.
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.
Robert An, CPA, CGA, CFP®, CLU, CIWM, TEP
Rob has over 15 years of experience in public practice and financial services. Since 2019, Rob has been providing holistic wealth planning for high-net-worth clients, often involving tax and trust & estate planning.
In addition to his CPA, CGA, CFP, CLU, TEP and CIWM designations, Rob has also completed the 3-year CPA In-Depth Tax Program and is a member of the Canadian Tax Foundation.
Rob is an active volunteer with FP Canada, CPA Canada, CPA BC and the SFU Mentor in Business program.
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.