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

The Kratz Financial Group

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Address 730 View Street 9th Floor Victoria BC, V8W 1J8
Telephone Number (250) 361-2288
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Welcome to our contact information page

 

While websites excel at mass marketing, our focus differs. We prioritize developing deep relationships with our clients.

  • Clients receive a highly personalized service tailored to their unique needs. Delivering on our client value promise requires that we limit our client community.

  • Thus, we only invite new clients into our client community when we have capacity. Limiting our clientele ensures we can consistently provide exceptional value to our existing clients.

Occasionally, we have openings and can welcome new clients into our fold. If not, we will provide you with help and guidance without strings attached – so you can decide if you want to join our waitlist.

Be sure to let us know if you’ve been referred!

 

 
Luke Kratz

Luke Kratz, CIM, FMA, BA

Portfolio Manager, Investment Advisor
(250) 361-2288
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luke.kratz@cibc.ca
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Luke works closely with clients to help them navigate life's financial decisions. Over the past 30 years, Luke has developed and refined a process that helps clients focus on what matters and what can be controlled.

Luke's process is outcome-oriented and emphasizes evidence-based solutions that help clients clarify their goals, get on track and stay on track with a rational plan using time-tested strategies to help achieve what is important to them.

Luke studied finance at University of San Diego and holds the Chartered Investment Management (CIM®) designation and Financial Management Advisor (FMA) from The Canadian Securities Institute.

Luke lives in Fairfield with his wife Lisa, their two sons Gavin and Lachlan, and their goldendoodle Lucy.

 
Brandie Winship

Brandie Winship

Client Associate
(250) 361-2261
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brandie.winship@cibc.ca
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Brandie is industry registered, and having spent 22 years in the investment industry, she has gained the experience required to support a growing business through the many administrative aspects of private wealth management. Brandie has earned the trust and respect of both clients and colleagues with her full accessibility, active communication and efficient execution of client requests.

Brandie lives in Colwood with her husband and young family. Their children James and Maicie are dedicated to making sure they remain active.

 
Maia Winter

Maia Winter, CIM

Financial Associate
(250) 361-2201
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maia.winter@cibc.com
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Maia's role is to ensure that we as a team remain coordinated and focused on the delivery of service and advice to our valued clients. This includes coordination of client reviews, educational opportunities and administrative support.

Maia joined CIBC Wood Gundy in 2010. She is industry registered, has her Chartered Investment Manager designation, and is insurance licenced.

Now that her daughters are grown and have moved away to pursue their educations, she is very pleased to have returned to Victoria. For Maia, the good things in life include (but are not limited to) time with family, friends, good food and time outdoors – and even better when these benefits can include travel!

 
Jesse Ogloff

Jesse Ogloff, B.Comm., PFP, CFP®, CIM®

Associate Wealth Advisor
(250) 361-2285
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jesse.ogloff@cibc.com
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Jesse focuses on working closely with clients to create long-term, personalized and realistic financial plans.

 

Jesse grew up in Penticton, BC, where he developed an affinity for nature and experiencing the outdoors all year round. He later moved to Edmonton to attend the University of Alberta, graduating with a Bachelor of Commerce degree in 2015. Jesse began his banking career at CIBC in 2013, progressing through the more advanced roles, while continuing to add to the knowledge and designations earned while at University. Jesse transferred to Victoria in 2016, where he accepted a role as a Financial Advisor for CIBC Imperial Service, and continued to thrive with his focus on client service, achieving the Personal Financial Planner designation in 2018 and Certified Financial Planner designation in 2020. Jesse believes in continued education to stay up-to-date as the Wealth Management industry evolves, which led to earning his Chartered Investment Management designation in 2022.

 

Jesse still takes advantage of being in nature when time allows; hiking the rainforests and camping along the ocean on the west coast. Jesse has a passion for Financial Planning and also holds the Certified Financial Planner designation.

 
Gavin Kratz

Gavin Kratz, B.Comm.

Administrative Assistant
(250) 361-2249
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gavin.kratz@cibc.com
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The newest addition, Gavin joined the team after earning his Bachelor of Commerce from the University of Victoria. Gavin gained three years of valuable experience at another financial institution, honing his skills in investment management and client relations. His commitment to helping clients achieve their goals reflects his expertise and passion for the industry. 

 

Contact us

Address

The Kratz Financial Group Address
730 View Street
9th Floor
Victoria, BC V8W 1J8
Telephone number: (250) 361-2288
Toll-free: 1 (800) 561-5864
Fax: (250) 385-5669
 

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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.