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.
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.
Benjamin Tal
Deputy Chief Economist, CIBC
Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.
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.
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.
Benjamin Tal
Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.
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.