Aaron is a seasoned leader with 21 years of experience in wealth management. After 10 years of running a successful investment management practice at a large firm in Edmonton, he proceeded into branch management as a Co-Branch Manager in Calgary. Aaron next moved to Victoria assuming responsibility for wealth management operations in West Vancouver and on Vancouver Island.
Having worked closely with high growth profiles, complex businesses and many of the firm's very successful advisors, he is well suited to support all types of practices. In his current role as District Branch Manager, with CIBC Wood Gundy, he is most passionate about providing a professional branch management experience for advisors. Seeing himself as a coach and business partner to those teams. He is also proud to have been awarded Branch Manager Of The Year in 2019.
His time as a board member of IIROC's Alberta District Council (finishing his tenure as Vice-Chair) helped garner unique insight in how the regulatory framework evolves and its impact to our business and clients.
He and his 5 year old son Aaron Jr. (AJ) currently reside between Vancouver and Victoria. Outside of work they enjoy hiking, golfing and taking in all the West Coast has to offer.
Sonali’s an experienced wealth management professional, having held a number of progressively senior roles over the last 10 years. Her time as the lead associate within a large discretionary portfolio management practice helped develop critical insights into the importance operational and execution efficiencies have on client outcomes. Sonali then progressed into branch leadership, assuming the role of Branch Administrator within a complex of wealth management branches spanning from Vancouver Island to the north Shore of Vancouver. Her proven ability to deliver industry leading support to Investment Advisor teams and their clients led to her current mandate of Associate Branch Manager for CIBC Wood Gundy @ Bentall, where she is heavily involved in building the strength of one of the largest wealth managment constructs in Canada.
An experienced wealth professional, Dylan has over 25 years in progressively senior roles with a primary focus in the regulatory and governance environment. Before joining Vancouver Bentall as Director, Branch Operations, Dylan spent his time working with CIBC Wood Gundy's marketing & regulatory supervision teams with a mandate to provide guidance on, and adherence to, both CIRO and CIBC requirements. Today, Dylan oversees operational and human resource aspects of one of Canada's largest wealth management offices.
Zahra joined CIBC Wood Gundy in July 2022 as a Senior Branch Administrator. Zahra is an experienced wealth management professional, having held a position of Branch Administrator/Senior Associate over the last 10 years. She has extensive experience in wealth management and brings a great deal of knowledge and best practices related to the Bentall Leadership Team. Outside of work, Zahra & her husband love to travel and enjoy trying local restaurants around the lower mainland.
Hilary began her career in the financial services industry after completing her Bachelor or Business Administration Degree at Vancouver Island University in 2011. She continued her education while working full-time and obtained her Certified Financial Planning designation a few years later. Hilary joined CIBC Wood Gundy in January 2022 as a Sr Branch Administrator after spending 10+ years in progressively senior roles within the industry. She has considerable experience in finance and brokerage and contributes a great deal of specialized knowledge and best practices to the Bentall Leadership Team.
As a lifelong resident of BC, Hilary loves to explore. She spends many summer weekends in different parts of the lower mainland, boating through the Gulf Islands, or camping by the lakes. She also loves to travel the world with many places left on her bucket list.