Ken began his career in the financial services industry in 2000. He has worked diligently to obtain a number of specific qualifications and designations to which allow him to service his clients with an array of specialties. His designations include the following: Certified Financial Planner, Financial Management Advisor, Chartered Investment Manger, Certified International Wealth Manager and Derivatives Market Specialist. Ken can provide Discretionary Portfolio Management, Insurance Services, Retirement Planning and Options amongst others.

As an Investment Advisor Ken believes in understanding his clients’ values, dreams, and goals and providing a financial plan that will help clients achieve them. The financial solutions that Ken offers are detailed and tailored to your unique needs and provide a level of highly personalized service and attention. Ken is committed to providing prudent financial advice that points the way for future years and across future generations. His approach to investment management is to ensure your portfolio is well diversified and has exposure to a broad range of asset classes, delivering solid investment returns while minimizing volatility. Ken has built a strong reputation of results and you can be confident your needs and goals will his top priority. You can enjoy peace of mind knowing your investments are being professionally managed to optimize capital preservation and portfolio growth.

Les began his career in the financial service industry in 1994. He is a graduate of the University of Regina with an Associate Diploma in Business Administration and holds his Life Insurance license. In addition to Wealth Management Les also specializes in helping small business owners achieve their financial goals.

As an Investment advisor Les can provide you with convenience, flexibility and peace of mind through the unique financial services he offers. Every financial solution is personally tailored to you and is firmly grounded in prudent financial advice. His approach to investment management is to ensure your portfolio is well diversified and has exposure to a broad range of asset classes, delivering solid investment returns while minimizing volatility. You will benefit from access to highly-qualified professionals from across the CIBC group of companies who have the knowledge and experience to design effective strategies to help you achieve your financial goals. You can enjoy peace of mind knowing your investments are being professionally managed to optimize capital preservation and portfolio growth.

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.

Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs. 

Pat adds value by working closely with each individual client to provide comprehensive financial plans that focus on what is important to them. She takes an in-depth approach to understand our clients’ unique situation and provides a formal recommendation to optimize how financial affairs are structured, integrating retirement, tax, will, estate, trust and insurance plans. 

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 a Senior Private Banking Advisor, Anne believes in the importance of understanding her clients’ values, dreams and goals and providing them with the financial stewardship to help realize them.

Anne and her associate work closely with colleagues from across the CIBC Group of Companies to provide answers to their clients’ immediate questions but also provide recommendations on how to best position their financial resources for the future.

Anne's clients greatly value this level of highly personalized attention and service.

Anne's been with CIBC since 2006 and is fluent in German.