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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Lee Appleton

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    • Our Team
    • Our Approach
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  • Contact Us

Our Team

Address 1708 Dolphin Avenue Suite 1007 Kelowna BC, V1Y 9S4
Telephone Number (250) 717-2608
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Our team

Lee Appleton

Lee Appleton, CFA

Portfolio Manager, Investment Advisor
(250) 717-2608
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lee.appleton@cibc.com
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LinkedIn
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Lee provides discretionary portfolio management services to clients seeking to achieve their long-term financial goals. With over 12 years of experience in institutional investment management, Lee brings a wealth of expertise in quantitative research, strategy optimization, and mutual fund management. His previous roles include serving as lead manager of a Canadian Equity Mutual Fund, chairing a Canadian Equity Working Group, and participating as a member of an investment committee responsible for strategic asset allocation.

 

Lee is recognized for his strong analytical acumen and interpersonal skills, which enable him to deliver client-focused solutions tailored to individual needs. He holds the Chartered Financial Analyst® designation as a Portfolio Manager. Lee has also contributed to the financial industry as a guest on Business News Network (BNN) and CBC, and as a contributor to the Globe and Mail and Dow Jones news services.

 

Deeply committed to community engagement, Lee is an active volunteer and currently serves as a student mentor for the Okanagan College Student Investment Fund. He previously dedicated over nine years to the Kelowna General Hospital Foundation, where he held positions as Director, Board Treasurer, and Chair of the Finance and Administration Committee, as well as Chair of the Investment Sub-Committee. Additionally, Lee is a former president, treasurer, and director of the CFA Society Okanagan.

 

Outside of his professional and volunteer commitments, Lee enjoys spending time outdoors with his family, including hiking, road and mountain biking, and cross-country skiing. He values the opportunity to balance his professional responsibilities with an active lifestyle and meaningful community involvement.

 

Ida Kastak

Administrative Assistant
(250) 717-2618
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Ida.Kastak@cibc.com
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With over 11 years of experience in the banking industry, Ida has developed a well-rounded skill set that includes expertise in sales, mortgages, personal banking, consumer loans, personal investing, and delivering exceptional customer service. Since joining Appleton Investment Partners three years ago, she has drawn on her extensive background to support the everyday needs of clients, ensuring they receive the highest level of care and attention. Her organizational skills and commitment to excellence make her an invaluable member of the team.

 

Outside of work, Ida treasures time with her three children and is an active volunteer at their school, contributing to the community and supporting their education. A proud Kelowna resident, she also embraces the region’s warm climate and vibrant wineries, making the most of all the area has to offer.

 

Tyler Olsen

Administrative Assistant
(250) 717-2600
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Tyler.Olsen@cibc.com
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Tyler Olsen brings a strong academic foundation and a passion for finance to his work. He specializes in providing organizational support and leveraging his analytical skills to help the team deliver exceptional service to clients.

 

Tyler graduated from Okanagan College with a Bachelor of Business Administration, majoring in Finance and minoring in Communications. During his time at Okanagan College, he was an active member of the Okanagan College Student Investment Fund, where he developed comprehensive research reports and financial models, presenting his findings to the investment committee. He also competed in the Chartered Business Valuators Competition, where he showcased his analytical and problem-solving abilities, finishing in second place.

 

Outside of work, Tyler enjoys staying active and embracing the outdoors. He is an avid hockey player, golfer, and hiker, finding balance and inspiration through his love for sports and nature. Additionally, Tyler will be working with the Okanagan College Student Investment Fund, sharing his expertise with the next generation of students.

 
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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

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.

Anne Leistner

Anne Leistner, CIM, CFP, RRC, B.B.A.

Senior Private Banking Advisor

As a Senior Private Banking Advisor, Anne believes in the importance of understanding her clients’ values, dreams and goals and providing them with the financial stewardship to help realize them.

Anne and her associate work closely with colleagues from across the CIBC Group of Companies to provide answers to their clients’ immediate questions but also provide recommendations on how to best position their financial resources for the future.

Anne's clients greatly value this level of highly personalized attention and service.

Anne's been with CIBC since 2006 and is fluent in German.

Brian Einarson

Brian Einarson, B.Comm., CFP, RRC

Senior Trust and Estate Consultant

Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs. 

Robert An

Robert An, CPA, CGA, CFP®, CLU, CIWM, TEP

Wealth Strategist

Rob has over 15 years of experience in public practice and financial services. Since 2019, Rob has been providing holistic wealth planning for high-net-worth clients, often involving tax and trust & estate planning.

In addition to his CPA, CGA, CFP, CLU, TEP and CIWM designations, Rob has also completed the 3-year CPA In-Depth Tax Program and is a member of the Canadian Tax Foundation. 

Rob is an active volunteer with FP Canada, CPA Canada, CPA BC and the SFU Mentor in Business program.

Anne Leistner

Anne Leistner, CIM, CFP, RRC, B.B.A.

Senior Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As a Senior Private Banking Advisor, Anne believes in the importance of understanding her clients’ values, dreams and goals and providing them with the financial stewardship to help realize them.

Anne and her associate work closely with colleagues from across the CIBC Group of Companies to provide answers to their clients’ immediate questions but also provide recommendations on how to best position their financial resources for the future.

Anne's clients greatly value this level of highly personalized attention and service.

Anne's been with CIBC since 2006 and is fluent in German.

Brian Einarson

Brian Einarson, B.Comm., CFP, RRC

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs. 

Robert An

Robert An, CPA, CGA, CFP®, CLU, CIWM, TEP

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

Rob has over 15 years of experience in public practice and financial services. Since 2019, Rob has been providing holistic wealth planning for high-net-worth clients, often involving tax and trust & estate planning.

In addition to his CPA, CGA, CFP, CLU, TEP and CIWM designations, Rob has also completed the 3-year CPA In-Depth Tax Program and is a member of the Canadian Tax Foundation. 

Rob is an active volunteer with FP Canada, CPA Canada, CPA BC and the SFU Mentor in Business program.

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.

Anne Leistner

Anne Leistner, CIM, CFP, RRC, B.B.A.

Senior Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As a Senior Private Banking Advisor, Anne believes in the importance of understanding her clients’ values, dreams and goals and providing them with the financial stewardship to help realize them.

Anne and her associate work closely with colleagues from across the CIBC Group of Companies to provide answers to their clients’ immediate questions but also provide recommendations on how to best position their financial resources for the future.

Anne's clients greatly value this level of highly personalized attention and service.

Anne's been with CIBC since 2006 and is fluent in German.

Brian Einarson

Brian Einarson, B.Comm., CFP, RRC

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs. 

Robert An

Robert An, CPA, CGA, CFP®, CLU, CIWM, TEP

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

Rob has over 15 years of experience in public practice and financial services. Since 2019, Rob has been providing holistic wealth planning for high-net-worth clients, often involving tax and trust & estate planning.

In addition to his CPA, CGA, CFP, CLU, TEP and CIWM designations, Rob has also completed the 3-year CPA In-Depth Tax Program and is a member of the Canadian Tax Foundation. 

Rob is an active volunteer with FP Canada, CPA Canada, CPA BC and the SFU Mentor in Business program.

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.

Anne Leistner

Anne Leistner, CIM, CFP, RRC, B.B.A.

Senior Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As a Senior Private Banking Advisor, Anne believes in the importance of understanding her clients’ values, dreams and goals and providing them with the financial stewardship to help realize them.

Anne and her associate work closely with colleagues from across the CIBC Group of Companies to provide answers to their clients’ immediate questions but also provide recommendations on how to best position their financial resources for the future.

Anne's clients greatly value this level of highly personalized attention and service.

Anne's been with CIBC since 2006 and is fluent in German.

 
 
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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.