Rose started with CIBC in 2000 since joining the financial services industry in 1987 and has held various positions in financial planning and retail banking. She uses her knowledge and experience in financial planning and private banking to help Canadian families achieve their financial goals and enjoy peace of mind.

As a Financial Planning Specialist, her goal is to provide clients with a comprehensive and meaningful financial planning experience. She uses a disciplined engagement process to facilitate a deep understanding of your unique situation and support the recommendation of tailored strategies and solutions.

Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.

Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.

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 professionals have the tax, investment, estate law and administrative expertise to professionally administer powers of attorney, estates and trusts with discretion and sensitivity.