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Lam Shum Financial Group

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About us

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

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

Previous Next
Sean

Sean Sui

Associate Investment Advisor

Tel:

(604) 661-2390
Opens in your telephone provided application.

Email:

sean.sui​@cibc.com
Opens in your email provided application. Opens in a new tab.

Sean has been in the financial services industry since 2016 and joined the team as an Associate Investment Advisor in January 2025. Working alongside Senior Investment Advisors Gilbert Lam and Raymond Shum, Sean is committed to delivering personalized wealth management strategies that simplify their financial planning process while helping clients achieve their goals with confidence and peace of mind. 

 

Prior to joining the team, Sean worked in Toronto with CIBC Capital Markets Finance, specializing in structured products. This experience provided him with a deep understanding of capital markets and financial planning — expertise he now leverages in client portfolio management. His ability to design innovative investment solutions is rooted in this strong foundation and his dedication to tailoring strategies to each client’s unique needs.

 

Fluent in English, Mandarin, and Cantonese, Sean connects effortlessly with clients from diverse backgrounds, providing clear and personalized guidance.

 

Sean is currently pursuing both the Chartered Financial Analyst (CFA)  and the Certified Financial Planner (CFP®) designations, reflecting his commitment to professional development. He also holds a Bachelor of Science degree with a major in Economics (Finance specialization) and a minor in Statistics from the University of Victoria.

 

In his spare time, Sean is an avid basketball fan, and enjoys exploring his creative side by playing the guitar. Whether on the court or strumming chords, Sean values balance, growth, and continuous development in all areas of his life.

Lenny Tham

Financial Associate

Tel:

(604) 661-2333
Opens in your telephone provided application.

Email:

lenny.tham​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Lenny has been an integral and valuable member of the Shum Lam Financial Group for over 20 years and is responsible for the administrative details of client accounts. Her invaluable experience and dedication to providing exceptional client service results in accurate, prompt and efficient responses to client needs.

This dedication to providing an exceptional client experience stems from her appreciation of the deeper connections that has been developed with clients over the years.

In her spare time, Lenny enjoys playing ice hockey, playing the piano, and spending time with her two children, husband and friends.

Lacey (Lei) Wang

Lacey (Lei) Wang

Sales Assistant

Tel:

(604) 641-4373
Opens in your telephone provided application.

Email:

Lei.Wang​@cibc.com
Opens in your email provided application. Opens in a new tab.

Lacey joined the Shum Lam Financial Group in March 2022. She supports the team in the general administration and management of client accounts and is passionate about leveraging her investment knowledge and resources to add value to clients while going the extra mile to ensure they receive the best service possible.

Lacey came to Vancouver in 2014 and graduated from SFU Beedie Business School with a Master of Science in Finance (MSc). She also holds a Bachelor of Business Administration (BBA) that she obtained in China.

Prior to joining the team, Lacey worked as a legal assistant in an immigration company for two years and then switched to a career in finance, working at BMO and CIBC retail banking for over two years.

Lacey has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Wealth Management Essentials course (WME).

In her spare time Lacey enjoys reading, traveling and exploring new restaurants with her friends.

Lacey speaks both English and Mandarin.

Gilbert Lam.

Gilbert Lam, BA, CFP®, FMA, CIM®, RIAC

Senior Investment Advisor
Associate Portfolio Manager

Tel:

(604) 806-5508
Opens in your telephone provided application.

Email:

gilbert.lam​@cibc.com
Opens in your email provided application. Opens in a new tab.

Gilbert (Gil) has been in the wealth management industry for over 20 years and leads the team in helping clients to manage their wealth while achieving their financial goals and objectives.

He has a keen passion for taxation and how the rules can be used to substantially increase client after-tax returns while simultaneously reducing their market risk. This passion extends throughout the entire wealth management process and enables him to provide clients with a comprehensive tax-efficient approach to all facets their wealth management needs.

Gil believes that the foundation of all relationships are trust and integrity. He understands that his client's wealth typically represent years of hard work to accumulate and recognizes the honor and privilege it is to be entrusted with the management of it.

Gil's industry designations include the Certified Financial Planner (CFP®), Financial Management Advisor (FMA), Chartered Investment Manager (CIM®) and Responsible Investment Advisor Certification (RIAC).

He also holds a Bachelor of Arts degree in Political Science and Economics from the University of British Columbia (UBC) in addition to a diploma in Financial Management specializing in Financial Planning from the British Columbia Institute of Technology (BCIT).

In his spare time, Gil enjoys being of service and contribution to the community through mentorship and volunteering programs, spending time connecting with family and friends, personal growth, spirituality and hot pilates.

Raymond Shum, FCSI

Senior Investment Advisor

Tel:

(604) 661-2364
Opens in your telephone provided application.

Email:

raymond.shum​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Raymond Shum has been an Senior Investment Advisor for over 41 years and has spent his entire career at major investment firms. He joined CIBC Wood Gundy in 1994.

Raymond believes in working hard to earn and develop a client's trust. This responsibility and privilege in managing his client's wealth is due to the time and dedication he takes to fully understand what's important to clients. As a result of this process, many relationships have become friendships and this gives him great fulfillment to be able to help preserve and grow their wealth.

Raymond's commitment to using the best investment managers for our clients requires that he spend a significant amount of time to perform one-on-one due diligence visits to third party professional money managers throughout North America.

Raymond believes in the importance of giving back to the community. He is a strong supporter of the Vancouver Canadian's Baseball Foundation, Hero's Hockey Foundation, and Help Change My City Alliance. These charities focus on providing youths with hope, opportunities and support for them to pursue their dreams.

In his spare time, Raymond enjoys travelling, attending live theatre, the cinema, sporting events and spending time with his family.

Sean

Sean Sui

Associate Investment Advisor

Tel:

(604) 661-2390
Opens in your telephone provided application.

Email:

sean.sui​@cibc.com
Opens in your email provided application. Opens in a new tab.

Sean has been in the financial services industry since 2016 and joined the team as an Associate Investment Advisor in January 2025. Working alongside Senior Investment Advisors Gilbert Lam and Raymond Shum, Sean is committed to delivering personalized wealth management strategies that simplify their financial planning process while helping clients achieve their goals with confidence and peace of mind. 

 

Prior to joining the team, Sean worked in Toronto with CIBC Capital Markets Finance, specializing in structured products. This experience provided him with a deep understanding of capital markets and financial planning — expertise he now leverages in client portfolio management. His ability to design innovative investment solutions is rooted in this strong foundation and his dedication to tailoring strategies to each client’s unique needs.

 

Fluent in English, Mandarin, and Cantonese, Sean connects effortlessly with clients from diverse backgrounds, providing clear and personalized guidance.

 

Sean is currently pursuing both the Chartered Financial Analyst (CFA)  and the Certified Financial Planner (CFP®) designations, reflecting his commitment to professional development. He also holds a Bachelor of Science degree with a major in Economics (Finance specialization) and a minor in Statistics from the University of Victoria.

 

In his spare time, Sean is an avid basketball fan, and enjoys exploring his creative side by playing the guitar. Whether on the court or strumming chords, Sean values balance, growth, and continuous development in all areas of his life.

Lenny Tham

Financial Associate

Tel:

(604) 661-2333
Opens in your telephone provided application.

Email:

lenny.tham​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Lenny has been an integral and valuable member of the Shum Lam Financial Group for over 20 years and is responsible for the administrative details of client accounts. Her invaluable experience and dedication to providing exceptional client service results in accurate, prompt and efficient responses to client needs.

This dedication to providing an exceptional client experience stems from her appreciation of the deeper connections that has been developed with clients over the years.

In her spare time, Lenny enjoys playing ice hockey, playing the piano, and spending time with her two children, husband and friends.

Lacey (Lei) Wang

Lacey (Lei) Wang

Sales Assistant

Tel:

(604) 641-4373
Opens in your telephone provided application.

Email:

Lei.Wang​@cibc.com
Opens in your email provided application. Opens in a new tab.

Lacey joined the Shum Lam Financial Group in March 2022. She supports the team in the general administration and management of client accounts and is passionate about leveraging her investment knowledge and resources to add value to clients while going the extra mile to ensure they receive the best service possible.

Lacey came to Vancouver in 2014 and graduated from SFU Beedie Business School with a Master of Science in Finance (MSc). She also holds a Bachelor of Business Administration (BBA) that she obtained in China.

Prior to joining the team, Lacey worked as a legal assistant in an immigration company for two years and then switched to a career in finance, working at BMO and CIBC retail banking for over two years.

Lacey has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Wealth Management Essentials course (WME).

In her spare time Lacey enjoys reading, traveling and exploring new restaurants with her friends.

Lacey speaks both English and Mandarin.

Gilbert Lam.

Gilbert Lam, BA, CFP®, FMA, CIM®, RIAC

Senior Investment Advisor
Associate Portfolio Manager

Tel:

(604) 806-5508
Opens in your telephone provided application.

Email:

gilbert.lam​@cibc.com
Opens in your email provided application. Opens in a new tab.

Gilbert (Gil) has been in the wealth management industry for over 20 years and leads the team in helping clients to manage their wealth while achieving their financial goals and objectives.

He has a keen passion for taxation and how the rules can be used to substantially increase client after-tax returns while simultaneously reducing their market risk. This passion extends throughout the entire wealth management process and enables him to provide clients with a comprehensive tax-efficient approach to all facets their wealth management needs.

Gil believes that the foundation of all relationships are trust and integrity. He understands that his client's wealth typically represent years of hard work to accumulate and recognizes the honor and privilege it is to be entrusted with the management of it.

Gil's industry designations include the Certified Financial Planner (CFP®), Financial Management Advisor (FMA), Chartered Investment Manager (CIM®) and Responsible Investment Advisor Certification (RIAC).

He also holds a Bachelor of Arts degree in Political Science and Economics from the University of British Columbia (UBC) in addition to a diploma in Financial Management specializing in Financial Planning from the British Columbia Institute of Technology (BCIT).

In his spare time, Gil enjoys being of service and contribution to the community through mentorship and volunteering programs, spending time connecting with family and friends, personal growth, spirituality and hot pilates.

Gilbert Lam.

Gilbert Lam, BA, CFP®, FMA, CIM®, RIAC

Senior Investment Advisor

Associate Portfolio Manager

Tel:

(604) 806-5508

Email:

gilbert.lam​@cibc.com

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

Gilbert (Gil) has been in the wealth management industry for over 20 years and leads the team in helping clients to manage their wealth while achieving their financial goals and objectives.

He has a keen passion for taxation and how the rules can be used to substantially increase client after-tax returns while simultaneously reducing their market risk. This passion extends throughout the entire wealth management process and enables him to provide clients with a comprehensive tax-efficient approach to all facets their wealth management needs.

Gil believes that the foundation of all relationships are trust and integrity. He understands that his client's wealth typically represent years of hard work to accumulate and recognizes the honor and privilege it is to be entrusted with the management of it.

Gil's industry designations include the Certified Financial Planner (CFP®), Financial Management Advisor (FMA), Chartered Investment Manager (CIM®) and Responsible Investment Advisor Certification (RIAC).

He also holds a Bachelor of Arts degree in Political Science and Economics from the University of British Columbia (UBC) in addition to a diploma in Financial Management specializing in Financial Planning from the British Columbia Institute of Technology (BCIT).

In his spare time, Gil enjoys being of service and contribution to the community through mentorship and volunteering programs, spending time connecting with family and friends, personal growth, spirituality and hot pilates.

headshot

Raymond Shum, FCSI

Senior Investment Advisor

Tel:

(604) 661-2364

Email:

raymond.shum​@cibc.ca

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

Raymond Shum has been an Senior Investment Advisor for over 41 years and has spent his entire career at major investment firms. He joined CIBC Wood Gundy in 1994.

Raymond believes in working hard to earn and develop a client's trust. This responsibility and privilege in managing his client's wealth is due to the time and dedication he takes to fully understand what's important to clients. As a result of this process, many relationships have become friendships and this gives him great fulfillment to be able to help preserve and grow their wealth.

Raymond's commitment to using the best investment managers for our clients requires that he spend a significant amount of time to perform one-on-one due diligence visits to third party professional money managers throughout North America.

Raymond believes in the importance of giving back to the community. He is a strong supporter of the Vancouver Canadian's Baseball Foundation, Hero's Hockey Foundation, and Help Change My City Alliance. These charities focus on providing youths with hope, opportunities and support for them to pursue their dreams.

In his spare time, Raymond enjoys travelling, attending live theatre, the cinema, sporting events and spending time with his family.

Sean

Sean Sui

Associate Investment Advisor

Tel:

(604) 661-2390

Email:

sean.sui​@cibc.com

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

Sean has been in the financial services industry since 2016 and joined the team as an Associate Investment Advisor in January 2025. Working alongside Senior Investment Advisors Gilbert Lam and Raymond Shum, Sean is committed to delivering personalized wealth management strategies that simplify their financial planning process while helping clients achieve their goals with confidence and peace of mind. 

 

Prior to joining the team, Sean worked in Toronto with CIBC Capital Markets Finance, specializing in structured products. This experience provided him with a deep understanding of capital markets and financial planning — expertise he now leverages in client portfolio management. His ability to design innovative investment solutions is rooted in this strong foundation and his dedication to tailoring strategies to each client’s unique needs.

 

Fluent in English, Mandarin, and Cantonese, Sean connects effortlessly with clients from diverse backgrounds, providing clear and personalized guidance.

 

Sean is currently pursuing both the Chartered Financial Analyst (CFA)  and the Certified Financial Planner (CFP®) designations, reflecting his commitment to professional development. He also holds a Bachelor of Science degree with a major in Economics (Finance specialization) and a minor in Statistics from the University of Victoria.

 

In his spare time, Sean is an avid basketball fan, and enjoys exploring his creative side by playing the guitar. Whether on the court or strumming chords, Sean values balance, growth, and continuous development in all areas of his life.

headshot

Lenny Tham

Financial Associate

Tel:

(604) 661-2333

Email:

lenny.tham​@cibc.ca

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

Lenny has been an integral and valuable member of the Shum Lam Financial Group for over 20 years and is responsible for the administrative details of client accounts. Her invaluable experience and dedication to providing exceptional client service results in accurate, prompt and efficient responses to client needs.

This dedication to providing an exceptional client experience stems from her appreciation of the deeper connections that has been developed with clients over the years.

In her spare time, Lenny enjoys playing ice hockey, playing the piano, and spending time with her two children, husband and friends.

Lacey (Lei) Wang

Lacey (Lei) Wang

Sales Assistant

Tel:

(604) 641-4373

Email:

Lei.Wang​@cibc.com

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

Lacey joined the Shum Lam Financial Group in March 2022. She supports the team in the general administration and management of client accounts and is passionate about leveraging her investment knowledge and resources to add value to clients while going the extra mile to ensure they receive the best service possible.

Lacey came to Vancouver in 2014 and graduated from SFU Beedie Business School with a Master of Science in Finance (MSc). She also holds a Bachelor of Business Administration (BBA) that she obtained in China.

Prior to joining the team, Lacey worked as a legal assistant in an immigration company for two years and then switched to a career in finance, working at BMO and CIBC retail banking for over two years.

Lacey has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Wealth Management Essentials course (WME).

In her spare time Lacey enjoys reading, traveling and exploring new restaurants with her friends.

Lacey speaks both English and Mandarin.

Previous Next

Our partners

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

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

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.

Jeremy Ma

Jeremy Ma, CFA, FMA

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

Jeremy has over 15 years of experience, including various roles in banking, wealth management, insurance advisory, and financial planning. He takes an in-depth approach to understand what really matters to you so that a financial plan focusing on your priorities and goals could be created.

 

In addition to an MBA degree from SFU, Jeremy has attained CFA, CFP, FMA, and TEP designations. As a Wealth Strategist, he provides comprehensive recommendations on retirement planning, tax efficiency, estate & trust planning, and succession planning.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

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

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

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.

Jeremy Ma

Jeremy Ma, CFA, FMA

Wealth strategist

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

Jeremy has over 15 years of experience, including various roles in banking, wealth management, insurance advisory, and financial planning. He takes an in-depth approach to understand what really matters to you so that a financial plan focusing on your priorities and goals could be created.

 

In addition to an MBA degree from SFU, Jeremy has attained CFA, CFP, FMA, and TEP designations. As a Wealth Strategist, he provides comprehensive recommendations on retirement planning, tax efficiency, estate & trust planning, and succession planning.

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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.