Raymond Shum, FCSI
Tel:
(604) 661-2364Email:
raymond.shum@cibc.caRaymond 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 the best 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.
Gilbert Lam, BA, CFP®, FMA, CIM®, RIAC
Tel:
(604) 806-5508Email:
gilbert.lam@cibc.comGilbert (Gil) has been in the wealth management industry for over 18 years and works in partnership with Raymond Shum to help clients in managing and 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 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 (CFP®), 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, and CrossFit.
Lenny Tham
Tel:
(604) 661-2333Email:
lenny.tham@cibc.caLenny has been an integral and valuable member of the Shum Lam 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.
Lenny has completed her Canadian Securities Course (CSC), Conduct and Practices Handbook and is a Registered Representative.
In her spare time, Lenny enjoys playing ice hockey, playing the piano, and spending time with her two children, husband and friends.
Lacey (Lei) Wang
Tel:
(604) 641-4373Email:
Lei.Wang@cibc.comLacey joined the Shum Lam 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 BMO 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.
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 the best 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.
Gilbert Lam, BA, CFP®, FMA, CIM®, RIAC
Senior Investment Advisor
Associate Portfolio Manager
Gilbert (Gil) has been in the wealth management industry for over 18 years and works in partnership with Raymond Shum to help clients in managing and 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 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 (CFP®), 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, and CrossFit.
Lenny has been an integral and valuable member of the Shum Lam 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.
Lenny has completed her Canadian Securities Course (CSC), Conduct and Practices Handbook and is a Registered Representative.
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 Shum Lam 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 BMO 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.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
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.
Jeremy Ma, CFP, CFA, FMA
Jeremy uses his knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, he takes an in-depth approach to understanding our clients’ unique situation and provides comprehensive financial planning advice and recommendations on retirement planning, succession planning, tax efficiency as well as estate and trust planning. Jeremy has over 15 years of experience in the financial service industry, including various positions in investment management, insurance advisory, financial planning and banking.
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.
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.
Jeremy Ma, CFP, CFA, FMA
Wealth strategist
Jeremy uses his knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, he takes an in-depth approach to understanding our clients’ unique situation and provides comprehensive financial planning advice and recommendations on retirement planning, succession planning, tax efficiency as well as estate and trust planning. Jeremy has over 15 years of experience in the financial service industry, including various positions in investment management, insurance advisory, financial planning and banking.