Immigrated from Cape Town, South Africa, in 1979, and raised in the Lower Mainland, Lee began his career in the investment industry in 1997. Beyond his Corporate Finance designation, he holds the professional designations of Chartered Investment Manager (CIM), Financial Management Advisor (FMA), and is a Fellow of the Canadian Securities Institute (FCSI). Lee has a day-to-day passion to excel and brings the same enthusiasm to meeting the needs of his clients. That same passion to excel drives Lee's love for fitness... coincidentally, he met his wife at Kits Fitness world. Married with two young boys, Lee is an avid believer in a work/life balance with a love for travel, hiking, mountain biking and golf (golf is more of a love/hate relationship).

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’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 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 began her journey with CIBC in 2006 as a Customer Service Representative, dedicating over a decade to delivering exceptional client experiences while raising her two children. In 2019, she transitioned to CIBC Wood Gundy, where she discovered her passion for wealth management as a Financial Associate. Sarah is actively pursuing additional courses to further enhance her expertise and grow her career within the financial services industry. Her professionalism, meticulous attention to detail, and natural ability to build meaningful client relationships make her an invaluable asset to the team.

Born in White Rock, Sarah continues to call the community home with her family. She is a devoted animal lover and an active volunteer, often participating in environmental initiatives and community clean-ups alongside her children. In her free time, Sarah enjoys gardening, cycling, kayaking, and exploring local trails with her two Baja rescue dogs.

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".

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 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 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.

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.