Robert Christopher, CFP®, CIM®
I have over thirty years of experience in the financial services industry. For the past 23 years, I’ve specialized in providing investment, retirement, risk management and estate planning advice to a large physician-focused client base.
I hold my Certified Financial Planner and Canadian Investment Management designations.
I migrated to Nanaimo from Vancouver in 1999 along with my wife, Elizabeth. Our son Aidan came along in 2001. The three of us are currently being trained by our new puppy “Winston” a pure-bred Eurasier.
Until my “retirement” in 2017 I was very involved with Nanaimo Search & Rescue. Over my 16 year career with NSAR I was active on the swift water rescue team, the rope rescue team and was one of a handful of SAR Managers tasked with coordinating the search efforts in our area and in mutual aid of other SAR groups on the island. I spent the last six years of my time with NSAR as President of the Nanaimo Search & Rescue Society.
I also enjoy cycling (road and trail), motorcycling, golf, curling and infrequent gym workouts.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
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.
Manuel Del Dago, CFP, CIM, CLU, FCSI
Financial Planning Specialist
As a Financial Planning Specialist, Manny’s priority is understanding each client’s unique goals, objectives and circumstances in order to provide specific recommendations to help optimize their financial position. Manny provides tailored strategies and recommendations that cover important areas including retirement, estate and tax planning as well as financial and risk management.
Manny has been in the financial services industry since 2011. He holds several industry designations and continues to advance his professional development.
Aaron McEwen
Estate Planning Specialist
Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.
Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.
Brian Einarson, B.Comm., CFP, RRC
Senior Trust and Estate Consultant
Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct 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.
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.
Manuel Del Dago, CFP, CIM, CLU, FCSI
As a Financial Planning Specialist, Manny’s priority is understanding each client’s unique goals, objectives and circumstances in order to provide specific recommendations to help optimize their financial position. Manny provides tailored strategies and recommendations that cover important areas including retirement, estate and tax planning as well as financial and risk management.
Manny has been in the financial services industry since 2011. He holds several industry designations and continues to advance his professional development.
Aaron McEwen
Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.
Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.
Brian Einarson, B.Comm., CFP, RRC
Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs.