Coreen T. Sol, CFA, FCSI, CIM
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.
Coreen is the author of two books. Unbiased Investor: Reduce Financial Stress and Keep More of Your Money (Wiley & Sons, 2022) provides an 8-step process to understand your personal economic values (PEV), and lists strategic habits to limit bias during financial choices. These strategies result in more reliable financial decisions, and reduce the number of choices you'll need to face over your lifetime.Practically Investing, Smart Investment Techniques Your Neighbour Doesn't Know (2014), is an essential tool for Canadian investors who want to better understand financial strategies, or those who are planning retirement.
Coreen is the mother to three adult children. She also 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. She also serves on the board of directors for CFA Societies Canada, an organization promoting investment integrity for all Canadians.
TORRE UNDSETH
Torre Undseth is a motivated professional with a Bachelor’s in Business Management from UBCO, bringing a broad range of valuable experience to the Solinvest team.
His career has included managing his own franchise, leading his university’s JDC West business case competition club, and serving as General Manager of an industrial maintenance firm. In these roles, Torre excelled at team leadership, operational oversight, and delivering exceptional client service.
A former competitive weightlifter and coach, Torre applies the same discipline, focus, and drive to both his personal and professional life. In his spare time, he enjoys exploring new opportunities, building connections, and supporting others in their growth.
Ada Leung, BA
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.
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.
Sharon Cramen, CFP, FICB, FCSI
Senior Private Banking advisor
Sharon leverages our integrated offer and brings together colleagues from various internal groups to offer a holistic solution to her clients. In her many years of experience in dealing with clients and their unique personal and business situations, she believes that there isn’t anything that our integrated offer can’t address and offer a solution for. Sharon has been with CIBC for over 30 years and has been working closely with high net worth clients as a private banker for over 20 years.
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.
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.
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.
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.
Nicholas Carr, RRC
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.
Sharon Cramen, CFP, FICB, FCSI
Sharon leverages our integrated offer and brings together colleagues from various internal groups to offer a holistic solution to her clients. In her many years of experience in dealing with clients and their unique personal and business situations, she believes that there isn’t anything that our integrated offer can’t address and offer a solution for. Sharon has been with CIBC for over 30 years and has been working closely with high net worth clients as a private banker for over 20 years.
Anne Leistner, CIM, CFP, RRC, B.B.A.
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.
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.
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.
Wilton Lee, BA
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.