Lee combines his very strong analytic knowledge with excellent interpersonal skills to assist clients achieve their long term goals. Prior to joining CIBC Wood Gundy, he worked for 12 years on the institutional side of investment management in research and mutual fund management. He has been a guest on the Business News Network (BNN) and the CBC, in addition to contributing to the Globe and Mail and the Dow Jones news services.

Lee is a licensed Portfolio Manager who provides discretionary portfolio services to clients relieving their day-to-day decisions of the markets. He holds the Chartered Financial Analyst ® designation.

In his spare time, you will find Lee road biking or camping during the summer with his family of three children, and downhill or cross country skiing in the winter months.

Lee has previously served as a director of the Kelowna General Hospital Foundation and president of the CFA Society Okanagan.

Zachary is our newest addition to the team and is responsible for our day to day administrative operations. In 2019, he graduated with a Bachelor of Management degree from UBC Okanagan, with a concentration in Finance. Since then, he has contributed to launching various community-based projects through meaningful research assignments and consulting based worked.

Outside of the office, Zachary enjoys spending time with his family and friends while also volunteering within the Okanagan community when he can.

Zachary believes time is well spent when helping others and is excited to be working with clients at CIBC Wood Gundy. Clients can rely on Zachary to assist them with their account administration in an attentive and efficient manner.

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.