Kyle joined CIBC in 2015 and has since focused on building strong, meaningful relationships with his clients.

Born and raised in Victoria, Kyle studied Economics at the University of Victoria and holds both the CERTIFIED FINANCIAL PLANNER® (CFP®) and Personal Financial Planner (PFP®) designations. He is passionate about financial planning and takes the time to understand what matters most to each client.

Kyle believes that effective financial advice begins with listening, earning trust, and developing personalized plans that reflect each client’s goals, values, and stage of life.

Outside of work, Kyle is an avid runner who has completed several marathons. When he is not supporting clients, he is often planning his next destination race.

Liana lives by a simple phrase: make yourself 1% better each day. It pushes her to challenge herself and see what is possible, and at heart the work matters to her because she loves building relationships and helping people.

Originally from Calgary, she moved to the island for university in 2020. Programs like Women in Finance and the Applied Investment Management course not only sparked a passion for the industry, but made her want to push herself in a fast pace and exciting enviroment. Across four co-op placements at two firms, and now with CIBC, she has picked up the industry experience that makes her more well-rounded and open-minded.

Outside the office, she loves travelling, running, sports, and time with friends and family.