For over 20 years, Oriana has provided individuals, families and personal corporations with wealth building expertise and advice. She will guide you to clarify and define your financial goals, and with her team of specialists, will build an appropriate plan to help you preserve and grow your wealth.

The right strategy along with the careful selection of securities and ongoing monitoring will ensure you meet those objectives. With the highest standard of integrity and transparency, Oriana offers the peace of mind in working with a trusted, experienced professional.

Kathy began her financial services career in administration at a foreign bank and then worked as a trader at a large discount brokerage before joining Oriana's team in 2002. She has a degree in Economics from Salford, UK and has completed the Canadian Securities Course, the Professional Financial Planning course and the Options and Derivatives course. Kathy is also qualified to provide life insurance.
 

Originally from Halifax, Nova Scotia, Teddy completed his undergraduate studies at the University of British Columbia, where he was also a varsity rugby player and an active member of Beta Theta Pi fraternity. Upon graduation, Ted began his career as a retail banker with CIBC, before moving to Wood Gundy in 2020. He has successfully completed his CIRO RR certification, Options & Derivatives trading, and CFA (Chartered Financial Analyst) designation. 

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.

Rob has over 15 years of experience in public practice and financial services. Since 2019, Rob has been providing holistic wealth planning for high-net-worth clients, often involving tax and trust & estate planning.

In addition to his CPA, CGA, CFP, CLU, TEP and CIWM designations, Rob has also completed the 3-year CPA In-Depth Tax Program and is a member of the Canadian Tax Foundation. 

Rob is an active volunteer with FP Canada, CPA Canada, CPA BC and the SFU Mentor in Business program.