Stan has direct responsibility for the team and oversees all areas of financial planning, investment selection and investment management.

You will work directly with Stan in setting the overall strategy and direction of your investments and financial plans.

Experience and credentials

Stan's experience, education and training for more than 40 years has focused on investing, personal finances, economics and business. He has provided financial advice to affluent individuals since 1987.

• MBA, Stanford University
• CFA (Chartered Financial Analyst)
• CFP (Certified Financial Planner)
• PM (Portfolio Manager)
• BSA, Agricultural Economics & Business, University of Manitoba

Outside of work, Stan tries to do something active every day. To keep up with this goal, he's played hockey regularly since he was a kid and enjoys snowboarding through trees and also down steep, powdered runs. Stan supplements his active lifestyle with golfing, biking and water-skiing.

Stan is married to Joanne and they have two daughters, two sons-in-law and two grandchildren.

Michael is our specialist in investment research and information technology. He works with Elaine, Heather, Jocelyn, Tom and Stan to verify strategy buys and sells. Michael is also available if you have in-depth questions about the specific investments selected for your accounts.

Experience and credentials

• CFA (Chartered Financial Analyst)
• CFP (Certified Financial Planner)
• BBA, Simon Fraser University, specializing in Finance and Management Information Systems
• Michael has been with CIBC Wood Gundy since 1996.

Michael was born in Hong Kong and came to Canada when he was about one. When he's not at work, he enjoys being active in sports such as biking, hockey and volleyball. Michael says if he wasn't in finance, he'd be in the high-tech industry.

Sylvia is our specialist in financial planning, estate planning and insurance. She provides support to Elaine, Heather, Jocelyn, Tom and Stan in projecting and planning your overall financial affairs. Sylvia is also available to work directly with you on any unusual or complex financial planning or estate planning needs.

Experience and credentials

• TEP (Trust and Estate Practitioner)
• CLU (Chartered Life Underwriter)
• CHS (Certified Health Insurance Specialist)
• Sylvia has been with CIBC Wood Gundy since 1995.

Sylvia is half Austrian and half Japanese, which provided an interesting upbringing – growing up between schnitzel and sushi! She has a cute little dog named Kobe, who often visits the office to bond with the team. Sylvia and her husband enjoy traveling and attending plays, concerts and sporting events.

Tom specializes in investment research, portfolio management and financial planning. He works with Mike, Stan, Elaine, Heather, Jocelyn and Sylvia to help evaluate investments and in projecting and planning your overall financial affairs.

Experience and credentials

• CFA (Chartered Financial Analyst)
• CFP (Certified Financial Planner)
• PM (Portfolio Manager)
• BA in Economics and Statistics, University of Exeter, England
• Tom has been with CIBC Wood Gundy since 2013.

Tom was born and raised in England and immigrated to Canada in 2012. He is married with a son and daughter. When not spending time with his family, Tom also likes to stay active and enjoys cycling, running, hiking and skiing.

Elaine, along with Jocelyn and Heather, are responsible for your financial planning and for the day-to-day monitoring and maintenance of your investment portfolios. One of them is assigned to every family and is your first point of contact for most questions or requests. They work closely with each other, Stan, Michael, Tom and Sylvia to develop your overall financial plan and to ensure your portfolio has the best investments to meet your goals.

All three are fully qualified Associate Investment Advisors and have earned the Chartered Investment Manager designation in addition to completing the Canadian Securities Course and Conduct and Practices Handbook through the Canadian Securities Institute.

Elaine has a Bachelor of Commerce degree from the University of British Columbia and has earned the CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) designations and is a licensed Portfolio Manager (PM). Elaine has been with CIBC Wood Gundy since 1997.

Elaine and her husband have a second job – keeping up with their two sons! Elaine's favourite travel destinations are Hawaii and the Caribbean, where she savours relaxing on a hot, sunny beach.

Jocelyn, along with Elaine and Heather, are responsible for your financial planning and for the day-to-day monitoring and maintenance of your investment portfolios. One of them is assigned to every family and is your first point of contact for most questions or requests. They work closely with each other, Stan, Michael, Tom and Sylvia to develop your overall financial plan and to ensure your portfolio has the best investments to meet your goals.

All three are fully qualified Associate Investment Advisors and have earned the Chartered Investment Manager designation in addition to completing the Canadian Securities Course and Conduct and Practices Handbook through the Canadian Securities Institute.

Jocelyn has a Bachelor of Arts: Sociology degree from the University of Western Ontario, a Diploma in Financial Management from the British Columbia Institute of Technology and has earned the PFP (Personal Financial Planner) designation. Jocelyn has been with CIBC Wood Gundy since 2005.

Jocelyn was born and raised in North Vancouver, where she still lives. She started her favourite sport, skiing, when she was just 2½ years old – and still skis as much as she can. Jocelyn also enjoys hiking, playing soccer and socializing with family and friends. She's married with two rambunctious sons and an even more rambunctious yellow lab!

Heather, along with Jocelyn and Elaine, are responsible for your financial planning and for the day-to-day monitoring and maintenance of your investment portfolios. One of them is assigned to every family and is your first point of contact for most questions or requests. They work closely with each other, Stan, Michael, Tom and Sylvia to develop your overall financial plan and to ensure your portfolio has the best investments to meet your goals.

All three are fully qualified Associate Investment Advisors and have earned the Chartered Investment Manager designation in addition to completing the Canadian Securities Course and Conduct and Practices Handbook through the Canadian Securities Institute.

Heather has a Bachelor of Arts: Political Science and International Relations degree from the University of British Columbia and has earned the PFP (Personal Financial Planner) designation. Heather has been with CIBC Wood Gundy since 2006.

Heather is part British and part Myanmar, which may explain her love for spicy food! She is married with two young children. When her busy lifestyle allows some spare time, you can find Heather sneaking in a workout at the gym.

Meghan manages and oversees all the operational aspects of client portfolios. This includes opening of new accounts, maintaining documentation on existing accounts and also transfers of assets into and out of client accounts.

Meghan has a Bachelor of Arts: Economics and Environmental Studies degree from the University of Victoria. She started with CIBC Wood Gundy in March 2013.

Meghan was born and raised in Vancouver and now resides in New Westminster. She enjoys hiking and wake surfing in the summer and skiing in the winter. Meghan and her husband, Adam, enjoy cooking, traveling, and attending local music and art shows.

Anna handles the administrative duties for the team. This includes documentation, transfers and other client requests. Anna has a HCA (Health Care Assistant) Certificate and worked in the healthcare industry before moving to finance. She started with Wood Gundy in 2022.
Anna was born in Vancouver but now lives in Port Coquitlam with her husband and two children. Summer is her favourite season as it reminds her of the heat in Mexico which is where her family was originally from. She enjoys reading, watching movies, camping, riding motorcycles and travelling, especially to Mexico to visit family. She is fluent in English, Spanish and French.