Coreen T. Sol, CFA, FCSI, CIM
Portfolio Manager
Coreen T. Sol, CFA, has been professionally managing investment assets since 1992. Her approach to investing stems from her research and practice in limiting the effect of natural decision biases in financial choices. She also lectured at UBC Okanagan as an adjunct professor in behavioural finance. In addition, she has written two books. Practically Investing, Smart Investment Techniques Your Neighbour Doesn't Know was self-published in 2014 as an essential tool for Canadian investors. In late 2022, Wiley and Sons will be publishing her new work, Unbiased Investor: Reduce Financial Stress and Keep More of Your Money. This book provides strategic habits you can adopt to limit bias during financial choices.
Coreen has three grown children. In her leisure time, she enjoys many of the Okanagan golf courses, cycling the hills of Vancouver, yoga practice, and local mountain snow sports.
Having enjoyed a professional dance career with Ballet B.C., Coreen feels passionate about supporting the community and arts in particular. She proudly contributes to Ballet B.C., Ballet Kelowna, the Vancouver Art Gallery, CIBC Run for the Cure, and other vital organizations.
Gary Teng, BA
Client Associate
Gary Teng grew up with a multicultural background and is natively fluent in English and Mandarin, with limited French proficiency. Gary holds a Bachelor of Arts (B.A.) degree in Psychology from the University of British Columbia. His education and internships throughout various industries have provided a diversified and multifaceted outlook on the world. Gary’s attraction to client relationships and wealth management comes naturally from his interests in psychology and finance.
His motivated and hardworking personality, coupled with his attention to detail, thoroughness and analytical skills, ensures clients will receive the best and most reliable services. During his spare time, you can find Gary enjoying the occasion with family and friends, playing soccer at the local fields, and cruising the blues on his Fischer skis.
Ada Leung, BA
Client Associate
Since 2012, Ada Leung has engaged in various financial administration roles, including branch administrator and investment associate. These provided her with the experience to execute a wide array of client needs effectively.
Formerly, Ada held hospitality and event management positions in Hong Kong. She enjoys the vibrancy and variety of working with people and the demands of organizing events to develop creative solutions and execute timely decisions.
Ada holds a Bachelor of Arts degree in Sociology and Japanese from the University of British Columbia and a Graduate Diploma of Business Administration from Beedie School of Business at Simon Fraser University. She speaks fluent Cantonese, Mandarin and English.
Ada is married with two young children. She enjoys badminton, baking, dancing, and spending time with her family.
OUR PARTNERS
We partner with CIBC experts to help address all of your wealth needs.
Lana Catalano, MBA, CFP, CIM, RRC
Financial Planning Specialist
Lana joined the financial services industry in 1993 and has held various positions in financial planning and retail banking. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, her goal is to provide clients with a comprehensive and meaningful financial planning experience. She uses a disciplined engagement process to facilitate a deep understanding of your unique situation and support the recommendation of tailored strategies and solutions.
Nicholas Carr, RRC
Senior Private Banking advisor
Nicholas believes it is important to understand his clients' values, dreams and goals and to provide them with the financial stewardship to help realize them. Once he understands his clients' goals, Nicholas engages partners from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. By taking the time to learn about and understand his clients, he provides customized banking services to meet their unique needs. Nicholas has been with CIBC since 2004.
Anne Leistner, CIM, CFP, RRC, B.B.A.
Senior Private Banking Advisor
As a Senior Private Banking Advisor, Anne believes in the importance of understanding her clients’ values, dreams and goals and providing them with the financial stewardship to help realize them.
Anne and her associate work closely with colleagues from across the CIBC Group of Companies to provide answers to their clients’ immediate questions but also provide recommendations on how to best position their financial resources for the future.
Anne's clients greatly value this level of highly personalized attention and service.
Anne's been with CIBC since 2006 and is fluent in German.
Wilton Lee, BA
Estate Planning Specialist
Wilton employs a comprehensive process to assess your wealth management needs and works closely with you and your professional advisors to develop customized, appropriate and effective solutions. He works to optimize your financial security, increase your net-worth and reduce the impact of taxation. Having previous experience working with business owners and operating his own small business, Wilton understands the unique challenges and requirements of operating a business. He is able to provide innovative and tax-efficient solutions for a variety of wealth management needs, both personal and corporate. Prior to joining Wood Gundy Wilton worked as an Estate Planning Specialist at a large financial institution and before that as an Advanced Case Consultant at one of Canada’s leading life insurers where he established himself as a recognized life insurance specialist.
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.