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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Kaori Wang

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About Wood Gundy

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
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Kaori Wang

Kaori Wang, PFP, BA

Investment Advisor

Tel:

(604) 331-5100
Opens in your telephone provided application.

Email:

kaori.wang​@cibc.com
Opens in your email provided application.
Linkedin
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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.

Kaori Wang

Kaori Wang, PFP, BA

Investment Advisor

Tel:

(604) 331-5100

Email:

kaori.wang​@cibc.com

Opens in your telephone provided application. Opens in your email provided application.
Linkedin
Opens in a new tab.

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.

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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Robert An

Robert An, CPA, CGA, CFP®, CLU, CIWM, TEP

Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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 Holtz

Aleks Holtz

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Lee Berti

Lee Berti, BA

Senior Trust and Estate Consultant
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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.

Winnie Ho

Winnie Ho, CFP

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Robert An

Robert An, CPA, CGA, CFP®, CLU, CIWM, TEP

Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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 Holtz

Aleks Holtz

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Lee Berti

Lee Berti, BA

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Winnie Ho

Winnie Ho, CFP

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Robert An

Robert An, CPA, CGA, CFP®, CLU, CIWM, TEP

Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Winnie Ho

Winnie Ho, CFP

Financial Planning Specialist

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Robert An

Robert An, CPA, CGA, CFP®, CLU, CIWM, TEP

Wealth Strategist

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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 Holtz

Aleks Holtz

Estate Planning Specialist

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Lee Berti

Lee Berti, BA

Senior Trust and Estate Consultant

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through 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. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.