Sam Ip, BA, CIM®
Sam is an Investment Advisor with CIBC Wood Gundy. He began his career in 1988 with a major investment firm in Hong Kong. He then returned to Canada as a Financial Consultant for one of the largest North American investment bank in 1994. Sam holds the designation of Chartered Investment Manager (CIM®) and is a Portfolio Manager (PM).
Having gone through multiple market cycles, Sam has helped his clients navigate the most difficult of market environments. He is fluent in English, Cantonese and Mandarin.
Chris Chan, CFP®
Chris is an experienced Certified Financial Planner (CFP®) with expertise in wealth planning strategies. Over the past 28 years, Chris has worked at CIBC offering comprehensive financial planning and specialized wealth planning strategies to high-net-worth clients, including estate planning, business transition planning, tax minimization strategies, and retirement planning. Chris decided to apply this expertise to help private clients, joining Sam in 2023.
Austin Ip, CFA, MBA
Austin is an Associate Portfolio Manager with CIBC WoodGundy. He joins us from the capital markets division of a major Canadian chartered bank where he was senior credit analyst covering non-bank financial institutions. Prior to that, he worked at one of Canada's largest ETF providers as a fund structurer, and before that on the trade desk as a risk manager.
Due to his in-depth knowledge in a range of financial topics, a central part of his role in the team is to help identify opportunities to enhance client portfolios.
Austin holds a Master of Business Administration (MBA) degree from the University of Toronto, as well as multiple industry accreditations including the Chartered Financial Analyst (CFA) designation. He is fluent in English, and Cantonese.
Jay Ip, CFA
Jay is a Client Associate with CIBC Wood Gundy. He joins us from another Canadian investment firm where he was a Business Development Manager and part of the sales team.
Jay started his career as a Finance Manager at a major Canadian Bank. In this role, he utilized his relationship management and analytical skills in financial forecasting for the Wealth Management divison.
Jay is passionate about finance and the financial markets. He graduated from the University of Waterloo with a Bachelor of Mathematics, Financial Analysis and Risk Management and holds the Chartered Financial Analyst (CFA) designation. He is equally fluent in English and Cantonese.
Fiona Lui
Fiona is our team’s Financial Associate. She delivers on our committment to excellence in client service with her experience in and knowledge of the administration side of the financial services industry, which are essential to regular client communications and timely servicing. Fiona is fluent in English, Mandarin and Cantonese.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.
Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.
Geoffrey So, CFP, FMA, FCSI
Geoffrey believes in a holistic and comprehensive approach to financial planning. He has extensive experience working with our high net worth clients, both personal and corporate, to help them achieve their financial goals. Geoffrey has been in the financial services industry since 1990 and has specialized in financial planning since 1998.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
Estate Planning Specialist
With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.
Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.
Geoffrey So, CFP, FMA, FCSI
Financial Planning Specialist
Geoffrey believes in a holistic and comprehensive approach to financial planning. He has extensive experience working with our high net worth clients, both personal and corporate, to help them achieve their financial goals. Geoffrey has been in the financial services industry since 1990 and has specialized in financial planning since 1998.