Monica Tian, BA
Client Associate
Monica obtained her Bachelor of Arts Degree at University of British Columbia, with a major in Economics. She works closely with Jim to ensure all your inquiries are dealt with in a prompt manner. She handles opening and maintenance of accounts as well as executing trades for the team. She is detail-oriented and proactively tries to anticipate clients' needs in order to build a long lasting relationship with clients.
Leah Jamieson
Client Associate
Leah has been part of the team since 2007, and is the primary assistant for Ben Kendall. Leah has over 20 years experience in the financial industry and in dealing with affluent clients. She has completed the Canadian Securities Course and the Professional Financial Planning course.
Monica Tian, BA
Monica obtained her Bachelor of Arts Degree at University of British Columbia, with a major in Economics. She works closely with Jim to ensure all your inquiries are dealt with in a prompt manner. She handles opening and maintenance of accounts as well as executing trades for the team. She is detail-oriented and proactively tries to anticipate clients' needs in order to build a long lasting relationship with clients.
Leah Jamieson
Leah has been part of the team since 2007, and is the primary assistant for Ben Kendall. Leah has over 20 years experience in the financial industry and in dealing with affluent clients. She has completed the Canadian Securities Course and the Professional Financial Planning course.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Annie Bokova, M.Sc., CFP, CLU, FMA, FCSI
Estate Planning Specialist
Annie has over a decade of industry experience and an extensive background in Corporate and Personal Financial Planning, as well as advanced tax and estate planning.
As Estate Planning Specialist at CIBC Wood Gundy Annie's responsibilities include financial planning, serving as a resource for the advisors, presenting seminars to clients and advisors and meeting with clients. She specializes in implementing innovative insurance and estate planning concepts for high net worth clients.
Annie is qualified as a Certified Financial Planner, Chartered Life Underwriter, Financial Management Advisor and Fellow of the Canadian Securities Institute designation. She also has a Masters degree in Biochemistry and was involved in research and teaching at Memorial University of Newfoundland and UBC for many years.
Annie Bokova, M.Sc., CFP, CLU, FMA, FCSI
Annie has over a decade of industry experience and an extensive background in Corporate and Personal Financial Planning, as well as advanced tax and estate planning.
As Estate Planning Specialist at CIBC Wood Gundy Annie's responsibilities include financial planning, serving as a resource for the advisors, presenting seminars to clients and advisors and meeting with clients. She specializes in implementing innovative insurance and estate planning concepts for high net worth clients.
Annie is qualified as a Certified Financial Planner, Chartered Life Underwriter, Financial Management Advisor and Fellow of the Canadian Securities Institute designation. She also has a Masters degree in Biochemistry and was involved in research and teaching at Memorial University of Newfoundland and UBC for many years.