Calla brings over 15 years of distinguished experience in high-caliber financial roles, including banking ,lending, Private Banking and Wealth Management. As an Investment Advisor, Calla specializes in comprehensive wealth management and financial planning strategies, catering to the sophisticated needs of high-net-worth business owners, executives, professionals, and their families. Based in Downtown Vancouver, Calla serves a discerning clientele across Greater Vancouver, the Lower Mainland, the Fraser Valley and internationally.

She delivers bespoke solutions in banking, credit, and wealth management, meticulously addressing the unique needs of these diverse markets. Calla's commitment to unparalleled service is evident in her dedication to building enduring relationships founded on a deep understanding of each client's individual aspirations and objectives.

In collaboration with CIBC's team of Professionals, Calla ensures a holistic suite of services, encompassing investment management, estate and legacy planning, domestic and international trust services, and sophisticated credit solutions. This integrated approach enables Calla to offer well-rounded strategies that align with her clients' short-term actions and long-term visions.

À titre de fiscaliste de la Banque CIBC, M. Golombek appuie les conseillers en placement CIBC Wood Gundy dans la prestation de services intégrés de planification des placements et de solutions-conseils à nos clients à valeur nette élevée. M. Golombek est fréquemment mentionné dans les médias canadiens et il rédige une chronique hebdomadaire intitulée Tax Expert pour le journal National Post.

With a customer-oriented nature, Winnie's desire is to make a significant impact to clients in all life stages with her expertise and knowledge. She started her financial planning and advice journey over a decade ago through various roles in the industry and she has found joy in helping clients achieve their financial goals.

Her commitment to this passion is to continue to strive for excellence through practical experience and academic pursuits. She holds BBA from SFU and CFP designation, and she is currently pursuing TEP designation.

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.