Tina obtained her Bachelor of Commerce degree from the University of British Columbia in 1992. As an Investment Representative, Tina entered into the financial industry in 2000 with a major financial institution where she worked as a Sales Assistant and Branch Administrator. In 2009, she moved to CIBC Wood Gundy and has since received two Achievers awards for exceptional teamwork. Tina is dedicated to her work and provides prompt and efficient customer service. Her role includes trade execution and all aspects of account administration.

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.

Shelley provides holistic planning and consultation services to affluent families to help them make wise choices regarding their wealth. Using a discovery process developed exclusively for clients with considerable wealth, she provides a unique opportunity for clients to reflect on their values, goals and aspirations so that they can make confident choices now and in the future. Shelley will help assemble a team that will work with clients to structure solutions that best meet their goals and give them peace of mind.