Adam has over 27 years of experience in the financial services industry. Since 2001, he has been a Portfolio Manager building and managing tax-efficient, customized discretionary investment portfolios for affluent private clients. Prior to this he served as a Technology and Telecommunications Analyst and spent 7 years with a large public accounting firm most recently as an Investment Counselor in the firm's Investment Advisory Services Group. Adam also served as a Senior Manager in the firm's Private Client Advisory Services group where he advised wealthy individuals on tax, estate, retirement, investment and insurance matters. Adam spent a number of years teaching evening financial planning classes at BCIT and is a proud alumnus of BCIT’s Financial Management Program.

He is a Chartered Professional Accountant (CPA, CA) and has completed the Canadian Institute of Chartered Accountants In-Depth Tax Course. Adam holds the Chartered Financial Analyst (CFA®) designation, as well as the Certified Financial Planner (CFP®) designation and is a member of CFA Institute and CFA Vancouver for which he has served as a Director and Treasurer. Adam is Past Chair of the BCIT Board of Governors and is a former Director of the BCIT Foundation where he served on the Audit Committee and chaired the Investment Committee. He has also served as a Director and President of the BCIT Alumni Association.

In his spare time Adam can be found playing pickleball with friends. He enjoys cooking and pairing dishes with fine wines from around the world.
 

Michel has more than 40 years of experience in the financial services industry. Prior to joining CIBC Wood Gundy, he had been a Senior Wealth Advisor at a major wealth management firm. Michel began his career with a large public accounting firm in Montreal in 1981. Since 1985, Michel has been providing tax and financial planning advice to executives, professionals, entrepreneurs, entertainers and athletes. He transferred to Vancouver in 1997 and, in 1999, he became a Partner and was appointed National Leader of the firm's Private Client Advisory Services Group. Michel has written and published a number of articles on tax and financial planning, participated in a television series regarding investment strategies and personal tax planning, and presented at numerous personal tax and financial planning seminars.

Michel is a Chartered Professional Accountant (CPA, CA) and has completed the Canadian Institute of Chartered Accountants In-Depth Tax Course. He also holds the Chartered Investment Manager (CIM®) designation. Michel was a board member and President of the Société de Développement Économique (BC) for many years. He was also Secretary of the organization Fondation Dialogue, which was involved with the Vancouver 2010 Olympic Games.

Michel is an avid skier and on the weekends you will find him in Whistler enjoying the outdoors with his wife, family and friends.
 

Alex has over 9 years of experience in the financial services industry. Prior to joining CIBC Wood Gundy, Alex had been an Administrative Associate at a major wealth management firm.  He graduated with a diploma from BCIT specializing in financial planning and accounting. Alex holds both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.  He assists the Team with day-to-day management of client portfolios and client service helping to ensure our clients receive top notch, responsive service.

Alex is very passionate about helping others and achieving win-win outcomes for all. Outside of work, he always looks forward to playing ice hockey and volunteering in the community.  Alex is an active participant and fundraiser for the CIBC Run for the Cure campaign, which supports the Canadian Breast Cancer Foundation.  He is also a proud supporter of Ronald McDonald House British Columbia.  

Manjit has over 22 years of experience in the financial services industry and is licensed with the Canadian Investment Regulatory Organization (CIRO).  Manjit spent 16 years as a Branch Administrator working closely with Management Teams.  Over the last 10 years, she has been with CIBC Wood Gundy Bentall office, managing a staff of over 60 assistants before transitioning to the role of Client Associate with the PionMatifat Investment Group.  She is recognized for her exceptional ability to build relationships and deliver consistent quality service for clients and colleagues.  Manjit works closely with our clients and helps us provide a seamless, rewarding client experience.

Manjit has a passion for service and helping out in her community.  She has volunteered and participated with Caring For Kids at Vancouver Bentall and with CIBC Run for the Cure. Manjit also takes an active role in fundraising and volunteering for the Soup Tent in North Vancouver and for the Sponsorship of four children through SOS Children’s in Nepal for many years.
 

Carrie has over 25 years of experience in banking and wealth management. She graduated from Simon Fraser University with a bachelor’s degree in business administration and holds a Financial Management Advisor (FMA) designation. Carrie is fully licensed as a Registered Representative with Options under the Canadian Investment Regulatory Organization (CIRO). Before joining CIBC, Carrie had been a trader in a brokerage firm and a personal banker in a major bank. She has worked with Stan Batt at Batt Wealth Management for more than 20 years. She is very excited to be the new addition to the PionMatifat Investment Group, helping families to achieve their financial goals.

Carrie has a passion for helping her community by participating in fund-raising at her church. She is also an active supporter of World Vision and the United Gospel Mission. Outside of work, Carrie enjoys playing piano, traveling, trying new restaurants and exercising.

Ishan is the latest addition to the PionMatifat Investment Group. He joined the Team after graduating from BCIT’s Financial Planning program with Distinction. In his time at BCIT, Ishan won multiple scholarships and was awarded the BCIT Financial Planning award. Having attained his trading license, he is pursuing further certifications to increase his knowledge in the financial services sphere. He took part in various case competitions like CPABC Case Competition and JDC West Case Competition where he broke down complex problems into simple solutions for major companies based in Canada. Ishan is looking to bring his diverse skillset to assist our clients and provide a stellar customer service experience.

Outside work you can find Ishan reading a book, cooking new dishes, trying out new cafés or playing with his cat “Simba”. Ishan has been an active blood donor and has taken part in several blood donation drives.