Tom Hasker, BA, FCSI, CIM
Senior Wealth Advisor
Senior Portfolio Manager
Tom Hasker is registered as a Senior Portfolio Manager and a Senior Wealth Advisor at CIBC Wood Gundy. He has the Chartered Investment Manager designation (CIM), and holds the honour of being a Fellow of the Canadian Securities Industry (FSCI). A credential reserved for those who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry. As part of his commitment to helping others, Tom has served on the board of several non-profit organizations in his local community. Tom Hasker graduated from The University of British Columbia with a Bachelor of Arts degree (BA), majoring in history.
Sean Mason, B.Comm., CIM, QAFP
Wealth Advisor
Portfolio Manager
Sean Mason graduated from St. Mary's University in Halifax, Nova Scotia with a Bachelor of Commerce degree (B.Comm.). Sean has obtained the Chartered Investment Manager (CIM) designation and is registered as a Portfolio Manager at CIBC Wood Gundy. Additionally, Sean holds the Qualified Associate Financial Planner (QAFP) certification and is also licensed to manage the insurance needs for our clients. Sean joined CIBC Wood Gundy in 2007. Previously, he spent nine years in the banking and securities area of a major Canadian chartered bank.
Sophie Liu, B.Sc.
Client Associate
Sophie Liu graduated from the Management Information System program (B.Sc.) at Fudan University, China. Sophie holds credentials from the CSI and is licensed as an Investment Representative. She has been with CIBC Wood Gundy since 2005 and joined our team in 2008. Sophie is fluent in English and Mandarin.
Charlene Li, BA
Client Associate
Charlene Li comes from the Spring City, Kunming, China. She graduated from the University of Victoria and holds a bachelor’s degree in Economics, with an option in Business and Finance. Charlene holds credentials from the CSI and is licensed as an Investment Representative through CIRO. Prior to joining Hasker Mason Wealth Management in 2019, she held various positions in the banking and commercial real estate industry in Vancouver.
Tom Hasker, BA, FCSI, CIM
Tom Hasker is registered as a Senior Portfolio Manager and a Senior Wealth Advisor at CIBC Wood Gundy. He has the Chartered Investment Manager designation (CIM), and holds the honour of being a Fellow of the Canadian Securities Industry (FSCI). A credential reserved for those who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry. As part of his commitment to helping others, Tom has served on the board of several non-profit organizations in his local community. Tom Hasker graduated from The University of British Columbia with a Bachelor of Arts degree (BA), majoring in history.
Sean Mason, B.Comm., CIM, QAFP
Sean Mason graduated from St. Mary's University in Halifax, Nova Scotia with a Bachelor of Commerce degree (B.Comm.). Sean has obtained the Chartered Investment Manager (CIM) designation and is registered as a Portfolio Manager at CIBC Wood Gundy. Additionally, Sean holds the Qualified Associate Financial Planner (QAFP) certification and is also licensed to manage the insurance needs for our clients. Sean joined CIBC Wood Gundy in 2007. Previously, he spent nine years in the banking and securities area of a major Canadian chartered bank.
Sophie Liu, B.Sc.
Sophie Liu graduated from the Management Information System program (B.Sc.) at Fudan University, China. Sophie holds credentials from the CSI and is licensed as an Investment Representative. She has been with CIBC Wood Gundy since 2005 and joined our team in 2008. Sophie is fluent in English and Mandarin.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
Rose Rogic, CFP, CIM, RRC
Financial Planning Specialist
Rose started with CIBC in 2000 since joining the financial services industry in 1987 and has held various positions in financial planning and retail banking. She uses her knowledge and experience in financial planning and private banking 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.
Jeremy Ma, CFA, FMA
Wealth strategist
Jeremy has over 15 years of experience, including various roles in banking, wealth management, insurance advisory, and financial planning. He takes an in-depth approach to understand what really matters to you so that a financial plan focusing on your priorities and goals could be created.
In addition to an MBA degree from SFU, Jeremy has attained CFA, CFP, FMA, and TEP designations. As a Wealth Strategist, he provides comprehensive recommendations on retirement planning, tax efficiency, estate & trust planning, and succession planning.
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.
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.
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.
Rose Rogic, CFP, CIM, RRC
Rose started with CIBC in 2000 since joining the financial services industry in 1987 and has held various positions in financial planning and retail banking. She uses her knowledge and experience in financial planning and private banking 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.
Jeremy Ma, CFA, FMA
Jeremy has over 15 years of experience, including various roles in banking, wealth management, insurance advisory, and financial planning. He takes an in-depth approach to understand what really matters to you so that a financial plan focusing on your priorities and goals could be created.
In addition to an MBA degree from SFU, Jeremy has attained CFA, CFP, FMA, and TEP designations. As a Wealth Strategist, he provides comprehensive recommendations on retirement planning, tax efficiency, estate & trust planning, and succession planning.