Bill Song, CPA, MBA
Bill Song, Senior Investment Advisor, joined CIBC in 2011 and works with CIBC experts to provide specialized comprehensive financial planning, tax planning and structured products. Bill is known for his unwavering commitment and dedication to exceptional service and client satisfaction. His approach embodies the principles of putting people first, delivering high-quality solutions, and fostering long-term partnerships. This dedication is reflected in his willingness to go above and beyond, providing timely and accurate responses, and consistently meeting or exceeding client expectations.
Bill received his Bachelor of Mechanical Engineering from Northeastern University, China back 2002. Simultaneously, he gained invaluable managerial experience in marketing and business consulting in China before earning his MBA in Canada in 2008. Bill also holds Certified Public Accountant credentials since 2011. His comprehensive understanding of Canadian and global economies, coupled with hands-on experience analyzing diverse companies and sectors, has enabled him to make more effective and insightful investment decisions. This expertise allows him to navigate complex international markets, evaluate potential opportunities, and assess risks with greater precision.
Aly Khakoo, CIM®, CFP®
Aly is a seasoned investment advisor with over 17 years of experience in the financial industry. His investment philosophy is focused on “simplifying the complex,” guiding clients on a path to financial clarity and assisting in the growth potential of their hard-earned capital. Aly takes the time to understand your unique financial position to provide tailored investment strategies that align with the goals for your assets. He curates an integrated approach to wealth management which considers not only the financial aspects of money, but the personal and relationship issues as well. Knowledge is power. We collaborate with our clients to help make better informed decisions.
Aly graduated with an Economics Degree from the University of Alberta. He began his career at a leading financial institution where he honed his skills in portfolio management, asset allocation, and risk management. Aly holds designations within investment management and financial planning; Chartered Investment Manager® (2015) and Certified Financial Planner® (2010). Outside of work, Aly enjoys spending time with his wife, two kids, Noah, and Leila. He likes to travel regularly, play golf and soccer.
Coco Gao
A graduate of UBC Sauder Business School with a major in Accounting, Coco has over six years of experience in the financial sector. She spent three years at a local CPA firm specializing in personal and corporate tax accounting. For the past three years, Coco has been an associate for Financial Advisors and Investment Advisors in the banking industry. Her diverse background and expertise in both tax accounting and financial advising equip her with a unique perspective, making her adept at navigating complex financial landscapes and delivering exceptional results.
Ruth Sun
Ruth holds a Master's degree from the University of British Columbia and has five years of experience in the financial industry. With a background in accounting, Ruth has developed a solid understanding of financial principles. In her spare time, Ruth actively participates in arts and culture non-profit organizations, assisting them in raising funds and increasing awareness for their causes. Ruth's expertise and dedication enable me to effectively support clients in meeting your financial needs and achieving your goals.
Jessy Xu
Jessy Xu recently graduated from the University of British Columbia with a degree in International Economics and Statistics, earning recognition as a top student and honors graduate. Due to exceptional academic performance and outstanding data analysis skills, Jessy has been accepted into the Master of Data Science program at UBC, starting this September. With a diverse educational background, Jessy brings a unique and multifaceted perspective to our investment advisory services, enhancing our ability to deliver innovative and data-driven solutions for our clients.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Lana Mathers
Financial Planning Specialist
Lana joined the financial services industry in the 90's and has held various positions in financial planning and retail banking. She uses her knowledge and experience to help families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, her goal is to provide 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.
Winnie Ho, CFP
Financial Planning Specialist
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.
Aleks Holtz
Estate Planning Specialist
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.
Wilton Lee, BA
Estate Planning Specialist
Wilton employs a comprehensive process to assess your wealth management needs and works closely with you and your professional advisors to develop customized, appropriate and effective solutions. He works to optimize your financial security, increase your net-worth and reduce the impact of taxation. Having previous experience working with business owners and operating his own small business, Wilton understands the unique challenges and requirements of operating a business. He is able to provide innovative and tax-efficient solutions for a variety of wealth management needs, both personal and corporate. Prior to joining Wood Gundy Wilton worked as an Estate Planning Specialist at a large financial institution and before that as an Advanced Case Consultant at one of Canada’s leading life insurers where he established himself as a recognized life insurance specialist.
Lana Mathers
Lana joined the financial services industry in the 90's and has held various positions in financial planning and retail banking. She uses her knowledge and experience to help families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, her goal is to provide 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.
Winnie Ho, CFP
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.
Aleks Holtz
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.