Jim Dunlop
Investment Advisor, Senior Wealth Advisor
Following university, Jim worked as an engineer in the oilfield industry in Alberta, BC, the Arctic, and offshore Newfoundland. Jim transitioned to the investment industry over 30 years ago and has been an advisor with CIBC Wood Gundy and predecessor firms. Jim holds many credentials including Certified Investment Manager, and is an Investment Advisor and a Portfolio Manager. Jim provides customized wealth management solutions for high-net-worth families, businesses and charities.
Jim navigates the complexities of managing wealth, while providing solutions that are tailored to individual needs. Capitalizing on the strengths of CIBC, he has access to other leading financial, estate and business planning professionals, in-depth research and analysis, online tools and resources and best-in-class investment solutions. When Jim is not working, he is heavily involved with the local community where he has lived for over 30 years. Jim has held positions on the fiscal review board for the City of Penticton, was Director of the Chamber of Commerce, and Chairman of Economic Development. He is currently Chair of the British Columbia Hockey Hall of Fame, Director of Business Gives Back as well as an active member of the local Rotary Club.
Outside of the above commitments, Jim enjoys cycling, training, traveling and being an involved Grandfather. Locally, Jim is known as an avid hockey fan and a foodie as you may see him dining out and supporting many of the locally owned businesses.
Kyle Hamaguchi
Associate Wealth Advisor
Kyle was born and raised in the Okanagan. While attending the University of Northern British Columbia over 20 years ago, he was recruited by a major bank, which is where his successful career began in the investment industry. Kyle has been with CIBC since 1999.
Kyle has extensive industry, technical and administrative knowledge. His ability to simplify investment and planning concepts into an easy to understand format continually puts his clients' minds at ease. Kyle develops a custom investment approach and financial strategy for each individual client.
Kyle is heavily involved in the vibrant hockey community in Penticton. He coaches minor hockey as well as coaching goalies with the Penticton Vees Junior A Hockey Club. When Kyle is not helping out within our hockey community he enjoys many sports himself – golf, hockey, wakeboarding, biking and also photography.
With his clients as well as outside of the office, Kyle's philosophy is simple. "My passion is to help others."
Welcome to Dunlop Investment Group
Our team has over a half a century in wealth management experience, allowing us to navigate potential hurdles and provide direction for our clients.
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[On screen: In the verdant tranquility of a park, a man in a business suit takes a contemplative stroll among lush greenery and vibrant flowers, a serene lake in the backdrop. The scene transitions to an office environment where Jim Dunlop, CIM, Portfolio Manager, is seated. Jim then appears working in various office settings with different colleagues and clients. ]
JIM DUNLOP: I started as an investment advisor in the fall of 1986, and joined CIBC Wood Gundy in 2002 as part of their acquisition of Merrill Lynch Canada. During that time, I have seen rapid changes, not only in the different markets, but also with the type of products available. This has resulted in the need for an integrated approach built for each individual client. As a Chartered Investment Manager with CIBC Wood Gundy, it gives me the open architecture, research, and cutting edge technology to create and manage portfolios focused on after tax results.
[ On screen: Kyle Hamaguchi, Associate Investment Advisor, confidently addresses the camera from his office, a backdrop of market data screens illuminating the space. His professional demeanor is mirrored by Jim Dunlop, a seasoned Chartered Investment Manager, who is seen immersed in financial analysis within the well-equipped office environment."
The scene shifts to outdoor scenes where Kyle moves through the lively streets, seamlessly
transitioning from the energetic urban center to the serene lakeside, his attention always connected to the pulse of the market through his smartphone."
In unison, Jim and Kyle navigate the bustling cityscape, their partnership in strategic planning evident as they converse and collaborate. They deliberate attentively over documents and digital screens. ]
KYLE HAMAGUCHI: I have been in the financial advisory and investment management industry for over 25 years. Being a part of CIBC private wealth provides me with all of the tools to provide an all encompassing plan and the solutions to make our clients' goals a reality. I believe strongly in providing a high level of service through open communication, simplifying concepts, and utilizing various forms of correspondence that keeps our clients informed and ultimately providing them peace of mind.
JIM: Our knowledge and most of all, our team with over a half a century in wealth management experience allows us to navigate potential hurdles providing direction for our clients. Today's investor needs more than simply managing their money. Clients can expect us to take the time to gain a thorough understanding of their goals and objectives.
KYLE: Our process involves getting to know the intimate details about the family and its structure.
JIM: Our group develops a well thought out plan that is nimble, yet long-term, and strategic as the landscape is always changing.
KYLE: We collaborate with specialists in specific areas from tax strategies to multigenerational estate planning and philanthropy. We apply a deep expertise and specialization. No single manager can excel in all investments. Therefore, we use our size and experience to access what we believe to be the most promising managers for each asset class in your portfolio.
JIM: The specific investment vehicles we use are geared to optimize performance while minimizing fees and taxes. The investment strategies that we incorporate in the investment plan are based on our clients specific goals. We continue to monitor and adjust as the market changes and as opportunities arise. As people go through life changes, we adjust the plan and goals accordingly.
KYLE: We apply a quantitative screen process coupled with supporting research and technical analysis.
JIM: We look for high-quality investments with strong fundamental factors.
KYLE: We match the investments with the clients' goals and objectives.
JIM: Our purpose is to make our clients' ambitions real. Understanding where you are and where you want to go is the first step in making your ambitions a reality.
[On screen: Transition from the office to overlooking a serene lakeside view, Jim and Kyle stand on a balcony, absorbed in discussion. The setting is tranquil, with a picturesque backdrop of mountains and waters. The expansive sky above casts an overcast yet gentle light on the scene.]
KYLE: That is what we're here for.
[On screen: CIBC logo. CIBC Private Wealth. Dunlop Investment Group. Penticton BC, 250 770 2100. ]
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[Text on screen: If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.
This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers, and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives will receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. © CIBC World Markets Inc. 2021.
CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. ("CAM"); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. ("WMI"). CIBC Private Banking provides solutions from CIBC Investor Services Inc. ("ISI"), CAM and credit products.
CIBC Private Wealth services are available to qualified individuals. The CIBC logo and "CIBC Private Wealth" are trademarks of CIBC, used under license. ]
Amanda Corothers
Administrative Assistant
Amanda is a dedicated Administrative Assistant with five years of professional experience and a Business Administration Certificate. Since joining the team in early 2026, Amanda has brought her exceptional organizational skills and warm, approachable personality to the team, ensuring smooth day-to-day operations and a welcoming environment for colleagues and clients alike.
Originally from Yukon, Amanda relocated in 2023 with her fiancé, two children, a cat, and three lively dogs, embracing new opportunities and community connections. She is known for her genuine kindness, strong work ethic, and passion for supporting others—qualities that make her an invaluable member of any workplace.
Amanda believes that small acts of kindness can make a big difference, both in the office and beyond. Her commitment to helping others and her positive outlook inspire those around her, contributing to a collaborative and uplifting work culture.
Michelle McLennan
Administrative Associate
Michelle joined our team in 2019, bringing with her a strong background in the investment industry and extensive experience in corporate marketing for both local and international organizations. Dedicated to supporting and enhancing the client experience, Michelle coordinates client events and provides essential support to the team with client reporting and tax information. She is known for her commitment and enthusiasm. Outside of work, Michelle is a busy mother of two adult children and an active volunteer in her community. In her free time, she enjoys spending time outdoors with her friends and family, making the most of everything the Okanagan region has to offer.
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