Bryan Sommer, CPA, CA, CIM, CFP®, FCSI

Senior Wealth Advisor

Portfolio Manager

Bryan proudly carries on his family’s legacy in the financial services industry, bringing over 20 years of experience as a professional accountant and Wealth Advisor. He holds the Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Fellow of the Canadian Securities Institute (FCSI®) designations. With this depth of knowledge, Bryan provides trusted guidance in tax efficiency planning, investment management, retirement strategies, and estate planning.

Born and raised in White Rock/South Surrey, Bryan is passionate about giving back to his community. He has volunteered with CPA Canada’s Financial Literacy Program, served on the executive committee of the Sources Foundation Board, and is an active coach for his children’s soccer and baseball teams.

Outside the office, Bryan enjoys spending time with his wife, their three children, and their dog Ruby. He’s an avid golfer, skier, and traveler.

Daina Horsford, CIM

Investment Advisor

Associate Portfolio Manager

Daina’s passion to help people is what inspired her to become an Investment Advisor. Possessing extensive knowledge, with over 25 years experience in the financial services industry, Daina works closely helping individuals, families, business owners and corporations take charge of their financial future. She has completed studies in Business Management and holds credentials from the Canadian Securities Institute, earning  the Chartered Investment Manager (CIM) designation. Through a comprehensive, holistic approach, working in unison with CIBC’s partners in Financial Planning, Private Banking, as well as Tax and Estate Planning, Daina is able to act as a single point of contact, providing her clients with a full-suite of custom tailored wealth management services to set them up for financial success.

Daina balances her work-life by spending time outdoors with her husband, identical twin boys, and the family dog “Charlie” on their boat, exploring BC’s Gulf Islands and fishing. Some of her many other passions include cooking, baking, gardening and biking.

Shirley Tai

Client Associate

Shirley is a graduate of Simon Fraser University with a Bachelor's degree in Communications and a minor in Business Administration. Her dedication to delivering exceptional client experiences through a detail-oriented and service-driven approach is demonstrated through her deep understanding of client needs in every interaction. Known for her meticulous work ethic and high standards, Shirley ensures that clients receive personalized, attentive service and consistent support in their financial journeys.

Prior to entering the financial sector, Shirley received a Performer's Degree in classical piano from the Royal Conservatory of Music and pursued a career in the music industry. As an award winning songwriter, Shirley composed songs for top selling artists and TV drama soundtracks. Shirley’s other passions include playing video games and visiting her sister’s dog, Uber, who she absolutely adores!

Sarah Dobson

Financial Associate

Sarah’s journey with CIBC began 2006, as a Customer Service Representative, where she spent over a decade perfecting the art of making people happy while also raising her two children. In 2019, Sarah found her niche with CIBC Wood Gundy, working alongside Daina as an assistant for the Bullock Advisory Group. Her professionalism, attention to detail and ability to connect with clients, makes her the perfect point person for the administrative side of the business.

Sarah was born right here in White Rock, where she currently resides with her family. She is an avid animal lover and dedicated volunteer, and enjoys getting involved in environmental causes and community clean-ups with her kids.  She also enjoys puttering around in the garden, riding her bike, kayaking, or hiking with her two Baja rescue dogs.

Elyshia Samy

Administrative Assistant

Elyshia born and raised in the lower mainland, brings with her 15 years of experience at CIBC Retail Banking. Elyshia is looking forward to supporting you with her knowledge and professionalism as she continues to further her education. Having three children you will often find her in her vehicle driving to soccer practice, dance, art class, brigade, debate class, and anywhere else the taxi needs to go. She has always believed in bringing her best foot forward and encouraging those around her. What she always tells her children is "little boys and girls who dream become men and woman with vision".

Kamal Sidhu

Financial Associate

Kamal holds undergraduate degree from SFU in Economics with minor in Political Science. She joined CIBC Wood Gundy in 2014 and has several years of investment industry experience.
 
As a Financial Associate, Kamal works closely with clients to meet all their service and administrative needs. She ensures that the team maintains a high level of client service and efficiency in handling our day to day operations.
 
Outside of work, Kamal enjoys reading, traveling and practicing yoga.

Wendy Natawidjaja, B.Sc.

Private Banking Advisor

Wendy's passionate about helping her clients and starts by understanding her clients' financial goals whether it’s cash and credit management, investments or planning, and develops services customized to their unique needs. She works with highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help clients achieve their financial goals.

Aleks Holtz

Estate Planning Specialist

Aleks is dedicated to providing outstanding support in the areas of insurance and estate planning and works with clients to create strategies that build and protect their wealth. Aleks studied at BCIT specializing in marketing and business management before he joined CIBC Wood Gundy in 2010. Aleks has been working towards completing his CFP and CLU designations.

Jeremy Ma, CFA, FMA

Wealth strategist

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.

Rose Rogic, CFP, CIM, RRC

Financial Planning Specialist

Rose started with CIBC in 2000 since joining the financial services industry in 1987 and has held various positions in financial planning and retail banking. She uses her knowledge and experience in financial planning and private banking to help Canadian families achieve their financial goals and enjoy peace of mind.

As a Financial Planning Specialist, her goal is to provide clients with a comprehensive and meaningful financial planning experience. She uses a disciplined engagement process to facilitate a deep understanding of your unique situation and support the recommendation of tailored strategies and solutions.

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.