Kaori brings over 17 years of financial and investment advisory experience
for high net worth clients. Kaori earned a Bachelor's Degree from
Simon Fraser University. Her expertise in the fields of equity, debt
instruments, and insurance position her to create comprehensive holistic
wealth management plans. Using the big picture approach, Kaori works
closely with her clients to identify long and short-term goals, risk tolerance,
minimize tax (as it relates to investments) and estate needs to develop highly individualized, balanced portfolios that help clients to build and preserve wealth to achieve their financial and legacy goals. Kaori is also fluent in Mandarin.

University of British Columbia Graduate in Business Management (2020) with a focus in Finance and Accounting.

Began his career in financial services in 2018 at CIBC.

Enjoys traveling and golfing. 

With a customer-oriented nature, Winnie's desire is to make a significant impact to clients in all life stages with her expertise and knowledge. She started her financial planning and advice journey over a decade ago through various roles in the industry and she has found joy in helping clients achieve their financial goals.

Her commitment to this passion is to continue to strive for excellence through practical experience and academic pursuits. She holds BBA from SFU and CFP designation, and she is currently pursuing TEP designation.

Rob has over 15 years of experience in public practice and financial services. Since 2019, Rob has been providing holistic wealth planning for high-net-worth clients, often involving tax and trust & estate planning.

In addition to his CPA, CGA, CFP, CLU, TEP and CIWM designations, Rob has also completed the 3-year CPA In-Depth Tax Program and is a member of the Canadian Tax Foundation. 

Rob is an active volunteer with FP Canada, CPA Canada, CPA BC and the SFU Mentor in Business program.

Aleks is dedicated to providing outstanding support in the areas of insurance and estate planning and works with clients to create strategies that build and protect their wealth. Aleks studied at BCIT specializing in marketing and business management before he joined CIBC Wood Gundy in 2010. Aleks has been working towards completing his CFP and CLU designations.

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.