Gregory Wild, B.Sc., MBA
Greg has been an Investment Advisor with CIBC Wood Gundy since 1999. He is native to the West Coast of Canada, and completed his academic studies at the University of British Columbia with Bachelor of Science and Master of Business Administration Degrees. Between UBC and CIBC Wood Gundy, Greg fulfilled various management and executive roles with several multi-national consumer products companies, while being primarily based in Toronto. Greg is strongly committed to providing families and businesses with integrated wealth management and advisory services. He has a passion for ensuring the ongoing delivery of investment advice and planning requirements, so that his clients are able to achieve their goals. Outside of his professional life, Greg and his wife Kathryn enjoy being actively involved in their community.
William Wild, CFP®, PFP, B.Comm.
Will has been with CIBC since 2018. Raised in Victoria, he completed his studies at Central Christian College in Kansas, earning a Bachelor of Commerce degree while attending on a baseball scholarship. He also holds both the CERTIFIED FINANCIAL PLANNER® and PERSONAL FINANCIAL PLANNER® designations. A seasoned financial professional, Will is committed to helping clients navigate the complexities of their financial lives with clarity and confidence. He takes a personalized, holistic approach to wealth planning, supporting clients with strategies that evolve alongside their goals and circumstances. In his spare time, he enjoys playing sports, watching the Blue Jays and spending time with friends and family.
Anna Veltri, B.Comm.
Anna has been with CIBC Wood Gundy since 1997. Originally from Victoria, she earned her Bachelor of Commerce degree from the University of Victoria. While completing her degree, Anna joined Wood Gundy through a co-op placement and has been a valued member of the team ever since. Anna is known for her thorough approach and strong commitment to client service, which make her an invaluable member of the team. Outside the office, she enjoys baking, attending her kids sporting events, and spending time outdoors with her family and two children.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Kelsey Draper, BA, CFP®
Wealth Strategist
Kelsey's role as Wealth Strategist is to take an in-depth approach with each client, understanding their unique situation and what is important to them. She provides families with a comprehensive financial plan with ideas and recommendations to optimize their financial affairs integrating retirement, tax, will, estate, trust and insurance plans. Kelsey collaborates with external professional advisors, including accountants, lawyers and the CIBC advisory team to implement recommended strategies.
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.
Brian Einarson, B.Comm., CFP, RRC
Senior Trust and Estate Consultant
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.
Aaron McEwen
Estate Planning Specialist
Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.
Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.
Kelsey Draper, BA, CFP®
Kelsey's role as Wealth Strategist is to take an in-depth approach with each client, understanding their unique situation and what is important to them. She provides families with a comprehensive financial plan with ideas and recommendations to optimize their financial affairs integrating retirement, tax, will, estate, trust and insurance plans. Kelsey collaborates with external professional advisors, including accountants, lawyers and the CIBC advisory team to implement recommended strategies.
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.
Brian Einarson, B.Comm., CFP, RRC
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.
Aaron McEwen
Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.
Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.