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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Casra Mohammedrezai

  • Home
  • About us
    • About Wood Gundy
    • Meet Your Team
  • Services
    • Our Wealth Approach
    • Investment Strategy
    • Portfolio Partner
  • Client Resources
    • Market insights
    • Client Reporting
  • Community
  • Contact us
 

Meet Your Team

Meet Your Team

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Casra Mohammedrezai

Casra Mohammedrezai, B.Comm.

Investment Advisor

(604) 661-7786
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casra.mohammedrezai@cibc.com
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LinkedIn
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Guided by a deep-rooted passion for financial literacy, inspired by over 25 years of industry insight passed down from my father, I am dedicated to empowering clients at every stage of their financial journey. From an early age, I’ve had exposure to financial markets and personal finances which has instilled insight and knowledge surrounding financial literacy that many people my age lacked. It’s important for me to build a practice and platform that allows me to share my knowledge and serve my clients in the various stages of wealth creation, preservation, and withdrawal.

My platform looks to inspire our community financially by helping clients reach their goals and involving myself in causes that I believe in. The power of supporting and providing you the opportunity to achieve your wealth goals is what drives my purpose. Earning the respect of my clients and community does not strictly stem from what I do, but rather how and why I do it. My approach is not just about offering financial advice; it’s about creating a lasting partnership that spans generations.

As a bilingual advisor fluent in Farsi who spent four years living in Canada’s financial capital, I bring a unique perspective and the ability to connect with a diverse range of clients. My long-term commitment to the financial industry is a cornerstone of the trust and peace of mind I offer.

By focusing on your unique needs, continuous discovery, and a structured, personalized approach, I ensure that each your unique goals are understood and met with the highest quality of service. My four-step process—understanding client’s needs, creating an investment strategy, implementing the investment strategy, and maintaining consistent reviews—ensures that clients are on track to achieve their financial aspirations.

Whether it’s financial planning, investment advice, estate planning, registered savings, or business solutions, I offer a comprehensive suite of services designed to support my clients' financial success across generations.

Our partners

We partner with CIBC experts to help address all of your wealth needs.

Lee Berti

Lee Berti, BA

Senior Trust and Estate Consultant

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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.

Wilton Lee

Wilton Lee, BA

Estate Planning Specialist

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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.

Robert An

Robert An, CPA, CGA, CFP®, CLU, CIWM, TEP

Wealth Strategist

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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.

Lana Catalano

Lana Catalano, MBA, CFP, CIM, RRC

Financial Planning Specialist

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Lana joined the financial services industry in 1993 and has held various positions in financial planning and retail banking. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.

 

As a Financial Planning Specialist, her goal is to provide clients with a comprehensive and meaningful financial planning experience. She uses a disciplined engagement process to facilitate a deep understanding of your unique situation and support the recommendation of tailored strategies and solutions.

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.