Jason Gilbert, B.Comm., FCSI
With 30 years of experience, Jason brings a comprehensive approach to building wealth plans supported by in-depth personal service. In today's high tech world, where generalities and automated systems rule, he focuses on personal service; getting to know his clients' needs, their ambitions, and ultimate goals.
Jason is a long-time active resident of the Qualicum Beach area. Throughout his childhood, he always enjoyed the coastal community, and yet it wasn't until he attended the University of Calgary that he realized just how much he loved it. That is when Jason decided that he would like nothing more than to return to Vancouver Island and help people reach their financial goals.
In 2005, Jason received the Fellow of the Canadian Securities Institute (FCSI) designation. The FCSI designation is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honour in the financial services industry. The designation is awarded for advanced education, and must have endorsements from peers and superiors.
Lisa Cook, CFP®
Lisa was the Branch Administrator for our branch for the past 8 years and has over 10 years of industry experience. She has been working alongside Jason for the past 8 years as well, recently obtaining her Financial Associate designation. She is fully licensed and has completed the Canadian Securities Course and Wealth Management Essentials. She recently obtained her CFP designation and is looking forward to assisting clients with all of their planning needs.
Lisa brings a wealth of industry knowledge with her and an energetic attitude towards helping all people. She prides herself on outstanding client service and is happy to assist you with any queries you may have.
Kyle Bennett
Kyle is born and raised in Nanaimo. Being such, he has completed his Bachelor in Business Administration at Vancouver Island University and has completed his registration with CIRO as an RR. His current goal is the completion of Wealth Management Essentials, a course required as per the registration requirement for RRs. Successful completion of this course will also provide further credit toward his ability to help you with your financial affairs. He is ambitious with his learning, passionate about helping others, and prides himself in being thorough and doing it right the first time. Kyle is eager to assist you with any inquiries you have.
When not working, Kyle enjoys spending time with his wife, Rebecca, anything and everything fitness, cooking, exploring the island's endless hikes, and getting out on the lakes with their paddle boards.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
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
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.
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.