Jenny Zhou, PFP, CIM®
Senior Wealth Advisor
Portfolio Manager
CIBC Wood Gundy | CIBC Family Office
I have over 20 years of investment experience to assist you in achieving your investment goals and objectives. My team offers highly personalized, proactive attention, along with timely, professional and reactive services.
Our wealth management process begins with the collaboration between you and your Investment Advisor. Through the decisions we make together, a wealth management strategy evolves to take on a distinctly individual shape, reflecting your investment objectives and aspirations.
We concentrate on the financial and investment needs of individuals and businesses by helping you develop innovative strategies to manage your personal and corporate finances. We stress a long-term approach to investing and emphasize financial planning to help our clients determine their needs and risk tolerance.
Jeff Hou
Associate Investment Advisor
Jeff has more than 20 years of experience in market research and investment in the technology, media, and telecom (TMT) industries. He received a Ph.D. degree in Media Economics. He also received an MBA in Finance from the Business School of the Chinese University of Hong Kong. Jeff is sincere and enthusiastic and committed to providing clients with professional and reliable wealth management services.
Erica Ng, CFP®
Financial Associate
Erica brings extensive experience in the investment industry from her time working at previous banking institutions. Erica was born in Hong Kong and moved to Canada at the age of 13. She began her career in investment management over 15 years ago, after graduating with a degree in Economics and Business Administration from Simon Fraser University.
Erica is a Certified Financial Planner (CFP®), registered with CIRO, and life insurance licensed. She continues to expand her knowledge of the financial industry and is currently pursuing the Chartered Investment Manager (CIM®) designation.
Stella Yao
Client Associate
Stella brings a combined ten years of previous experience in a large accounting firm and in banking. These include management roles in audit and in financial project management. Stella is a Certified Internal Auditor (CIA) and registered with CIRO as an Investment Representative. She is in the process of earning her Financial Risk Management (FRM) qualification. In addition to being highly detail-oriented and conscientious, she is very friendly and engaging, attributes which she combines to provide outstanding support and care in client services.
Bryan Wang
Client Associate
Bryan graduated from the Department of Electrical and Electronic Engineering at Imperial College London, holds two Master's degrees in Environmental Technology with Sustainable Business and Urban System. He was the youngest Physics teacher at the Shenzhen College of International Education for two years and has been working in the field of private wealth management in Vancouver since 2019. He is registered with CIRO as an Investment Representative (IR).
Li Xun
Client Associate
Li joined CIBC Private Wealth in 2020 after earning her MBA from the University of Victoria. With seven years of prior work experience in China, where she executed commercial expos and national events, Li brings a diverse skill set. Her focus is on providing outstanding client service, consistently meeting the highest expectations. She registered with CIRO, has completed CFA level I, and actively seeks opportunities to expand her knowledge and skills, aiming for excellence in her role.
Nick Lien
Client Associate
With a solid foundation in Fine Arts from Kwantlen University, I embarked on a journey that led me to the exciting realm of the printing industry. As a seasoned manager, I efficiently navigated the complexities of print production while fostering a collaborative work environment. However, my career evolution didn’t stop there. A desire for a new challenge led me to CIBC Wood Gundy, where I now thrive as a dedicated Client Associate. My ability to blend creativity, management skills, and financial acumen sets myself apart, ensuring exceptional support and service for clients as I help them achieve their financial goals.
Jenny Zhou, PFP, CIM®
CIBC Wood Gundy | CIBC Family Office
I have over 20 years of investment experience to assist you in achieving your investment goals and objectives. My team offers highly personalized, proactive attention, along with timely, professional and reactive services.
Our wealth management process begins with the collaboration between you and your Investment Advisor. Through the decisions we make together, a wealth management strategy evolves to take on a distinctly individual shape, reflecting your investment objectives and aspirations.
We concentrate on the financial and investment needs of individuals and businesses by helping you develop innovative strategies to manage your personal and corporate finances. We stress a long-term approach to investing and emphasize financial planning to help our clients determine their needs and risk tolerance.
Jeff Hou
Jeff has more than 20 years of experience in market research and investment in the technology, media, and telecom (TMT) industries. He received a Ph.D. degree in Media Economics. He also received an MBA in Finance from the Business School of the Chinese University of Hong Kong. Jeff is sincere and enthusiastic and committed to providing clients with professional and reliable wealth management services.
Erica Ng, CFP®
Erica brings extensive experience in the investment industry from her time working at previous banking institutions. Erica was born in Hong Kong and moved to Canada at the age of 13. She began her career in investment management over 15 years ago, after graduating with a degree in Economics and Business Administration from Simon Fraser University.
Erica is a Certified Financial Planner (CFP®), registered with CIRO, and life insurance licensed. She continues to expand her knowledge of the financial industry and is currently pursuing the Chartered Investment Manager (CIM®) designation.
Stella Yao
Stella brings a combined ten years of previous experience in a large accounting firm and in banking. These include management roles in audit and in financial project management. Stella is a Certified Internal Auditor (CIA) and registered with CIRO as an Investment Representative. She is in the process of earning her Financial Risk Management (FRM) qualification. In addition to being highly detail-oriented and conscientious, she is very friendly and engaging, attributes which she combines to provide outstanding support and care in client services.
Bryan Wang
Bryan graduated from the Department of Electrical and Electronic Engineering at Imperial College London, holds two Master's degrees in Environmental Technology with Sustainable Business and Urban System. He was the youngest Physics teacher at the Shenzhen College of International Education for two years and has been working in the field of private wealth management in Vancouver since 2019. He is registered with CIRO as an Investment Representative (IR).
Li Xun
Li joined CIBC Private Wealth in 2020 after earning her MBA from the University of Victoria. With seven years of prior work experience in China, where she executed commercial expos and national events, Li brings a diverse skill set. Her focus is on providing outstanding client service, consistently meeting the highest expectations. She registered with CIRO, has completed CFA level I, and actively seeks opportunities to expand her knowledge and skills, aiming for excellence in her role.
Nick Lien
With a solid foundation in Fine Arts from Kwantlen University, I embarked on a journey that led me to the exciting realm of the printing industry. As a seasoned manager, I efficiently navigated the complexities of print production while fostering a collaborative work environment. However, my career evolution didn’t stop there. A desire for a new challenge led me to CIBC Wood Gundy, where I now thrive as a dedicated Client Associate. My ability to blend creativity, management skills, and financial acumen sets myself apart, ensuring exceptional support and service for clients as I help them achieve their financial goals.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Aleks Holtz
Estate Planning Specialist
Aleks is dedicated to providing outstanding support in the areas of insurance and estate planning and works with clients to create strategies that build and protect their wealth. Aleks studied at BCIT specializing in marketing and business management before he joined CIBC Wood Gundy in 2010. Aleks has been working towards completing his CFP and CLU designations.
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.
Jeremy Ma, CFP, CFA, FMA
Wealth strategist
Jeremy uses his knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, he takes an in-depth approach to understanding our clients’ unique situation and provides comprehensive financial planning advice and recommendations on retirement planning, succession planning, tax efficiency as well as estate and trust planning. Jeremy has over 15 years of experience in the financial service industry, including various positions in investment management, insurance advisory, financial planning and banking.
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.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Aleks Holtz
Aleks is dedicated to providing outstanding support in the areas of insurance and estate planning and works with clients to create strategies that build and protect their wealth. Aleks studied at BCIT specializing in marketing and business management before he joined CIBC Wood Gundy in 2010. Aleks has been working towards completing his CFP and CLU designations.
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.
Jeremy Ma, CFP, CFA, FMA
Jeremy uses his knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, he takes an in-depth approach to understanding our clients’ unique situation and provides comprehensive financial planning advice and recommendations on retirement planning, succession planning, tax efficiency as well as estate and trust planning. Jeremy has over 15 years of experience in the financial service industry, including various positions in investment management, insurance advisory, financial planning and banking.
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.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.