Immigrated from Cape Town, South Africa, in 1979, and raised in the Lower Mainland, Lee began his career in the investment industry in 1997. Beyond his Corporate Finance designation, he holds the professional designations of Chartered Investment Manager (CIM), Financial Management Advisor (FMA), and is a Fellow of the Canadian Securities Institute (FCSI). Lee has a day-to-day passion to excel and brings the same enthusiasm to meeting the needs of his clients. That same passion to excel drives Lee's love for fitness... coincidentally, he met his wife at Kits Fitness world. Married with two young boys, Lee is an avid believer in a work/life balance with a love for travel, hiking, mountain biking and golf (golf is more of a love/hate relationship).

Bryan, who is proudly carrying on the family tradition within the financial services industry, has over 10 years of experience as a professional accountant and Portfolio Manager. With the Chartered Professional Accountant (CPA CA), Certified Financial Planner (CFP) and Chartered Investment Manager (CIM®) designations, Bryan is well versed in assisting clients with their tax, retirement and estate planning needs.

Bryan was the proud award recipient in the category of Best Financial Advisor in South Surrey/White Rock by the Reader's Choice Awards for 2016, 2017 and 2018 - Best of the Peninsula's PeaceArch News.

Born and raised in White Rock/South Surrey, Bryan is dedicated to helping his community. This is demonstrated by his involvement as an area leader with CPA Canada's Financial Literacy program, his previous position as a voting member on the White Rock Economic Investment Committee, and as Vice-President on the Board of Director for Sources Community Resource Centres. Outside of work and volunteering, Bryan enjoys spending time with his wife and kids, skiing, golfing, playing tennis and traveling the world.

Shirley is a graduate of Simon Fraser University with a Bachelor's degree in Communications and a minor in Business Administration. She provides client support to the team and has recently completed her WME course and is continuing to further her education in the financial industry.

During her time off, Shirley enjoys baking, playing video games and is a big music lover. She has a Performer's Degree in classical piano from the Royal Conservatory of Music and having previously been in the music industry, she continues to write songs and produce music. 

Joanna is originally from South Africa where she graduated with a Bachelors degree in Financial and Investment Management and was a practicing Certified Financial Planner®. She is passionate about continued learning and furthering the recognition of financial planning as a profession. During her time off, she will be found out and about with her daughter and husband.

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.

Wendy's passionate about helping her clients and starts by understanding her clients' financial goals whether it’s cash and credit management, investments or planning, and develops services customized to their unique needs. She works with highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help clients achieve their financial goals.

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.

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.

Ian de Verteuil has close to 30 years of experience on the buy- and sell-side of the investment business. He started with a Canadian equities and debt securities dealer in 1987, and over his career as an equity analyst covered a variety of sectors.

Based on external surveys, Ian ranked as Canada's best analyst in Banking, Insurance, Consumer Products, Breweries and Distilleries at various times over a 20-year period.

Ian holds a Bachelor of Science degree in Chemistry from McGill University and an MBA from Western University.

Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.