Christopher Newman, PFP, CIM
My team and I provide customized wealth management services to affluent individuals, their families, businesses and charitable organizations. The members of my team have different areas of specialty and are focused on providing clients with the highest level of advice and service possible.
We offer clients a level of financial sophistication that includes customized, integrated solutions encompassing investing, taxation, insurance, business succession and estate planning.
It is my fundamental belief that successful wealth management stems from a disciplined process of active portfolio monitoring and proactive client communication, not just portfolio construction. To ensure this discipline clients are required to have a written Investment Plan (IPS), acting as a detailed road map for the management of their investment portfolio. This document specifies each client's time horizon, performance objectives within one percent, risk tolerance, income needs, etc., and is reviewed bi-annually to ensure accuracy and accountability. It is my core belief that this high frequency approach to reviewing financial results relative to stated objectives ensures that long-term goals get achieved, with little variance.
From a lifestyle perspective, our goal is to empower clients to concentrate on the things most rewarding to them, by focusing all of our attention on their financial success. By doing so, we liberate our clients with the peace of mind that comes from sound financial stewardship.
Watching clients retire successfully, on their terms, enjoying the lifestyle that they desire, is the most rewarding part of my career.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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
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.
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.
Winnie Ho, CFP
Financial Planning Specialist
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.
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.
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.
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.