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The Stan Clark Financial Team

  • Home
  • Our team
  • Our perspectives
  • Testimonials
  • Community
  • Contact us
  • CIBC WG reports

Our team

Address 1285 West Pender Street Suite 400 Vancouver BC, V6E 4B1
Telephone Number (604) 641-4361
Email Email us
Email Email
Telephone Number Tel

Our team

THE STAN CLARK FINANCIAL TEAM

Stan Clark Financial Team

 

Stan Clark, over several years, has developed a unique team-based approach that enables us to provide the highest level of financial advice and service to professionals, business owners, retirees and their families. Clients benefit from all the resources of CIBC Wood Gundy and from direct access to the team's experienced, highly trained professionals specializing in the areas of financial and estate planning, investment research, portfolio management and outstanding client service.

 

Stan has personally invited each member to join the team based on their intelligence, their integrity and compassion for others, as well as their education, experience and demonstrated desire to excel. Team members have post-secondary training in business, accounting, finance and economics. Several members hold the highest-level professional designations in portfolio management and financial and estate planning. Collectively, the Stan Clark Financial Team has over 170 years of investment and financial planning experience. Those years have all been with CIBC Wood Gundy, further demonstrating our stability and commitment to serving our clients.

 
Stanley Clark

Stanley Clark, MBA, CFA, CFP®

Portfolio Manager, Senior Wealth Advisor
(604) 641-4361
Opens in your telephone provided application.
stan.clark@cibc.ca
Opens in your email provided application.

Stan has direct responsibility for the team and oversees all areas of financial planning, investment selection and investment management.

You will work directly with Stan in setting the overall strategy and direction of your investments and financial plans.

Experience and credentials

Stan's experience, education and training for more than 40 years has focused on investing, personal finances, economics and business. He has provided financial advice to affluent individuals since 1987.

  • MBA, Stanford University
  • CFA (Chartered Financial Analyst)
  • CFP (Certified Financial Planner)
  • PM (Portfolio Manager)
  • BSA, Agricultural Economics & Business, University of Manitoba

Outside of work, Stan tries to do something active every day. To keep up with this goal, he's played hockey regularly since he was a kid and enjoys snowboarding through trees and also down steep, powdered runs. Stan supplements his active lifestyle with golfing, biking and water-skiing.

Stan is married to Joanne and they have two daughters, two sons-in-law and two grandchildren.

 

Meet Stan

Introduction to Stan Clark of The Stan Clark Financial Team

 

Introduction to Stan Clark

[Stan Clark, Portfolio Manager & Senior Wealth Advisor, CIBC Private Wealth – Wood

Gundy]

Trust is everything in this business and the key for building trust is to be worthy of trust. For

me it's very simple. First you have to always always, always tell the truth. So not part truth,

tell the whole truth, nothing but the truth.

Started back in 1987. Been doing this since then and so far seems to have been a good

good fit for me.

Our team's full of learners, we have a great pool of expertise and experience on the team

and perspectives.

I think the thing that makes me feel the proudest and the best is when clients express their

appreciation or how we've made a difference in their life. Probably the biggest is when we

have clients who have transitioned from looking at the future with apprehension to where

they've switched and looking to it with anticipation and joy.

And we have many stories of that. And it's that's what keeps me coming to work.

Disclaimers

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries,

including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and

“CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a

registered trademark of CIBC World Markets Inc.

Stan Clark is an Investment Advisor with CIBC Wood Gundy in Vancouver. The views of Stan

Clark do not necessarily reflect those of CIBC World Markets Inc.

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

Introduction to Stan Clark

[Stan Clark, Portfolio Manager & Senior Wealth Advisor, CIBC Private Wealth – Wood

Gundy]

Trust is everything in this business and the key for building trust is to be worthy of trust. For

me it's very simple. First you have to always always, always tell the truth. So not part truth,

tell the whole truth, nothing but the truth.

Started back in 1987. Been doing this since then and so far seems to have been a good

good fit for me.

Our team's full of learners, we have a great pool of expertise and experience on the team

and perspectives.

I think the thing that makes me feel the proudest and the best is when clients express their

appreciation or how we've made a difference in their life. Probably the biggest is when we

have clients who have transitioned from looking at the future with apprehension to where

they've switched and looking to it with anticipation and joy.

And we have many stories of that. And it's that's what keeps me coming to work.

Disclaimers

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries,

including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and

“CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a

registered trademark of CIBC World Markets Inc.

Stan Clark is an Investment Advisor with CIBC Wood Gundy in Vancouver. The views of Stan

Clark do not necessarily reflect those of CIBC World Markets Inc.

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

Back to Video
 
Michael Chu

Michael Chu, CFA, CFP

Portfolio Manager, Senior Wealth Advisor
(604) 641-4377
Opens in your telephone provided application.
Michael.Chu@cibc.ca
Opens in your email provided application.

Michael is our specialist in investment research and information technology. He works with Elaine, Heather, Jocelyn, Tom and Stan to verify strategy buys and sells. Michael is also available if you have in-depth questions about the specific investments selected for your accounts.

Experience and credentials

  • CFA (Chartered Financial Analyst)
  • CFP (Certified Financial Planner)
  • BBA, Simon Fraser University, specializing in Finance and Management Information Systems
  • Michael has been with CIBC Wood Gundy since 1996.

Michael was born in Hong Kong and came to Canada when he was about one. When he's not at work, he enjoys being active in sports such as biking, hockey and volleyball. Michael says if he wasn't in finance, he'd be in the high-tech industry.

 

Meet Michael

Introduction to Michael Chu of The Stan Clark Financial Team

 

Introduction to Michael Chu

[Michael Chu, Portfolio Manager & Senior Wealth Advisor, CIBC Private Wealth – Wood

Gundy]

Hi, my name is Michael Chu.

I'm a investment advisor and portfolio manager.

Very early in my career it was instilled in me that treating people honestly and fairly are the

foundation of a strong and long term relationship. Whether you're just starting your first real

job or contemplating or already in retirement, everyone can use financial advice. Important

things like how much you need to save or how much you can afford to spend. These

important decisions have such a huge impact on our lives.

Earning trust is so important to us and it just makes life easier for everyone. I believe being

transparent and consistent in what we do is a solid foundation to earning trust and building

relationships.

We're also big on education so clients can understand and feel comfortable with what we

do. I feel that education also helps counter irrational or emotional instincts and helps keep

perspective on long term goals.

Everyone works hard to save for their futures, but with good advice, be it a financial plan,

asset makes, or stock selection, we can help optimize their wealth to make their future

lives a little bit easier or better.

Disclaimers

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries,

including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and

“CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a

registered trademark of CIBC World Markets Inc.

Michael Chu is a Portfolio Manager and Senior Wealth Advisor with CIBC Wood Gundy in

Vancouver. The views of Michael Chu do not necessarily reflect those of CIBC World

Markets Inc.

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

Introduction to Michael Chu

[Michael Chu, Portfolio Manager & Senior Wealth Advisor, CIBC Private Wealth – Wood

Gundy]

Hi, my name is Michael Chu.

I'm a investment advisor and portfolio manager.

Very early in my career it was instilled in me that treating people honestly and fairly are the

foundation of a strong and long term relationship. Whether you're just starting your first real

job or contemplating or already in retirement, everyone can use financial advice. Important

things like how much you need to save or how much you can afford to spend. These

important decisions have such a huge impact on our lives.

Earning trust is so important to us and it just makes life easier for everyone. I believe being

transparent and consistent in what we do is a solid foundation to earning trust and building

relationships.

We're also big on education so clients can understand and feel comfortable with what we

do. I feel that education also helps counter irrational or emotional instincts and helps keep

perspective on long term goals.

Everyone works hard to save for their futures, but with good advice, be it a financial plan,

asset makes, or stock selection, we can help optimize their wealth to make their future

lives a little bit easier or better.

Disclaimers

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries,

including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and

“CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a

registered trademark of CIBC World Markets Inc.

Michael Chu is a Portfolio Manager and Senior Wealth Advisor with CIBC Wood Gundy in

Vancouver. The views of Michael Chu do not necessarily reflect those of CIBC World

Markets Inc.

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

Back to Video
 
Sylvia Ellis

Sylvia Ellis, TEP, CLU, CHS

Senior Estate Planning Advisor
(604) 641-4387
Opens in your telephone provided application.
Sylvia.Ellis@cibc.com
Opens in your email provided application.

Sylvia is our specialist in financial planning, estate planning and insurance. She provides support to Elaine, Heather, Jocelyn, Tom and Stan in projecting and planning your overall financial affairs. Sylvia is also available to work directly with you on any unusual or complex financial planning or estate planning needs.

Experience and credentials

  • TEP (Trust and Estate Practitioner)
  • CLU (Chartered Life Underwriter)
  • CHS (Certified Health Insurance Specialist)
  • Sylvia has been with CIBC Wood Gundy since 1995.

Sylvia is half Austrian and half Japanese, which provided an interesting upbringing – growing up between schnitzel and sushi! She has a cute little dog named Kobe, who often visits the office to bond with the team. Sylvia and her husband enjoy traveling and attending plays, concerts and sporting events.

 

Meet Sylvia

Introduction to Sylvia Ellis of The Stan Clark Financial Team

 

Introduction to Sylvia Ellis

[Sylvia Ellis, Senior Estate Planning Advisor, CIBC Private Wealth – Wood Gundy]

Hi, I'm Sylvia Ellis and I'm a financial and estate planning advisor on the Stan Clark

Financial Team.

I first started in the industry when a family friend invited me to help out in this practice for a

few months and that turned into a couple of years and thus began my career in the

industry.

I now hold my Trust and Estate Practitioner and Chartered Life Underwriter designations

and it really helped that I initially wanted to go into accounting and so this has been an

ideal fit for me.

In addition to being honest and transparent, we listen to our clients with empathy and

understanding, not being afraid to ask somewhat difficult questions but in a sensitive

manner I feel is really important.

And from a team perspective, we provide learning resources that clearly outline the basics

of investing and financial planning and what we do and why.

And we love getting to know our clients. We've seen them through their careers, through

their retirement, new homes, whether they're upsizing or downsizing, and through having

children and grandchildren and their travels.

With each and every review, it's like catching up with family and friends.

Disclaimers

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries,

including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and

“CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a

registered trademark of CIBC World Markets Inc. Insurance services are available through

CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available

through CIBC Wood Gundy Financial Services (Quebec) Inc.

Sylvia Ellis is a Senior Estate Planning Advisor with CIBC Wood Gundy in Vancouver. The

views of Sylvia Ellis do not necessarily reflect those of CIBC World Markets Inc.

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

Introduction to Sylvia Ellis

[Sylvia Ellis, Senior Estate Planning Advisor, CIBC Private Wealth – Wood Gundy]

Hi, I'm Sylvia Ellis and I'm a financial and estate planning advisor on the Stan Clark

Financial Team.

I first started in the industry when a family friend invited me to help out in this practice for a

few months and that turned into a couple of years and thus began my career in the

industry.

I now hold my Trust and Estate Practitioner and Chartered Life Underwriter designations

and it really helped that I initially wanted to go into accounting and so this has been an

ideal fit for me.

In addition to being honest and transparent, we listen to our clients with empathy and

understanding, not being afraid to ask somewhat difficult questions but in a sensitive

manner I feel is really important.

And from a team perspective, we provide learning resources that clearly outline the basics

of investing and financial planning and what we do and why.

And we love getting to know our clients. We've seen them through their careers, through

their retirement, new homes, whether they're upsizing or downsizing, and through having

children and grandchildren and their travels.

With each and every review, it's like catching up with family and friends.

Disclaimers

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries,

including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and

“CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a

registered trademark of CIBC World Markets Inc. Insurance services are available through

CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available

through CIBC Wood Gundy Financial Services (Quebec) Inc.

Sylvia Ellis is a Senior Estate Planning Advisor with CIBC Wood Gundy in Vancouver. The

views of Sylvia Ellis do not necessarily reflect those of CIBC World Markets Inc.

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

Back to Video
 
Tom Cowans

Tom Cowans, CFA, CFP®

Portfolio Manager, Wealth Advisor
(604) 641-4379
Opens in your telephone provided application.
tom.cowans@cibc.ca
Opens in your email provided application.

Tom specializes in investment research, portfolio management and financial planning. He works with Mike, Stan, Elaine, Heather, Jocelyn and Sylvia to help evaluate investments and in projecting and planning your overall financial affairs.

Experience and credentials

  • CFA (Chartered Financial Analyst)
  • CFP (Certified Financial Planner)
  • PM (Portfolio Manager)
  • BA in Economics and Statistics, University of Exeter, England
  • Tom has been with CIBC Wood Gundy since 2013.

Tom was born and raised in England and immigrated to Canada in 2012. He is married with a son and daughter. When not spending time with his family, Tom also likes to stay active and enjoys cycling, running, hiking and skiing.

 

Meet Tom

Introduction to Tom Cowans of The Stan Clark Financial Team

 

Introduction to Tom Cowans

[Tom Cowans, Portfolio Manager & Wealth Advisor, CIBC Private Wealth – Wood Gundy]

Hi, I'm Tom Cowans.

I'm a wealth advisor on the Stan Clark Financial Team. I've always been very much into

numbers, maths and economics. And so that led into my undergraduate degree in

economics and statistics and then later a career in investment banking, which I found, you

know, thoroughly enjoyable.

But it was a bit of a cold corporate environment and I found it lacking in terms of my ability

to kind of make a difference and connect with people one-on-one. So I made a move into

wealth management and it was a great fit for me.

So I believe in being open and honest with clients. Ultimately, we don't make promises we

don't think we can keep.

We invest alongside of our clients with that, which I think is very powerful, very important.

I'm a big fan of the phrase: Rome wasn't built in a day. I think it applies to so many things in

life, whether it's keeping fit or finance. Things are generally born out of consistent hard

work, good practice and there's no usually no quick fixes for most things in life.

So that's one that kind of keeps me going in work and family and everything else.

Disclaimers

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries,

including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and

“CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a

registered trademark of CIBC World Markets Inc.

Tom Cowans is a Portfolio Manager and Wealth Advisor with CIBC Wood Gundy in

Vancouver. The views of Tom Cowans do not necessarily reflect those of CIBC World

Markets Inc.

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

Introduction to Tom Cowans

[Tom Cowans, Portfolio Manager & Wealth Advisor, CIBC Private Wealth – Wood Gundy]

Hi, I'm Tom Cowans.

I'm a wealth advisor on the Stan Clark Financial Team. I've always been very much into

numbers, maths and economics. And so that led into my undergraduate degree in

economics and statistics and then later a career in investment banking, which I found, you

know, thoroughly enjoyable.

But it was a bit of a cold corporate environment and I found it lacking in terms of my ability

to kind of make a difference and connect with people one-on-one. So I made a move into

wealth management and it was a great fit for me.

So I believe in being open and honest with clients. Ultimately, we don't make promises we

don't think we can keep.

We invest alongside of our clients with that, which I think is very powerful, very important.

I'm a big fan of the phrase: Rome wasn't built in a day. I think it applies to so many things in

life, whether it's keeping fit or finance. Things are generally born out of consistent hard

work, good practice and there's no usually no quick fixes for most things in life.

So that's one that kind of keeps me going in work and family and everything else.

Disclaimers

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries,

including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and

“CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a

registered trademark of CIBC World Markets Inc.

Tom Cowans is a Portfolio Manager and Wealth Advisor with CIBC Wood Gundy in

Vancouver. The views of Tom Cowans do not necessarily reflect those of CIBC World

Markets Inc.

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

Back to Video
 
Elaine Loo

Elaine Loo, B.Comm., CFA, CFP

Portfolio Manager, Wealth Advisor
(604) 641-4365
Opens in your telephone provided application.
Elaine.Loo@cibc.ca
Opens in your email provided application.

Elaine, along with Jocelyn and Heather, are responsible for your financial planning and for the day-to-day monitoring and maintenance of your investment portfolios. One of them is assigned to every family and is your first point of contact for most questions or requests. They work closely with each other, Stan, Michael, Tom and Sylvia to develop your overall financial plan and to ensure your portfolio has the best investments to meet your goals.

All three are fully qualified Associate Investment Advisors and have earned the Chartered Investment Manager designation in addition to completing the Canadian Securities Course and Conduct and Practices Handbook through the Canadian Securities Institute.

Elaine has a Bachelor of Commerce degree from the University of British Columbia and has earned the CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) designations and is a licensed Portfolio Manager (PM). Elaine has been with CIBC Wood Gundy since 1997.

Elaine and her husband have a second job – keeping up with their two sons! Elaine's favourite travel destinations are Hawaii and the Caribbean, where she savours relaxing on a hot, sunny beach.

 

Meet Elaine

Introduction to Elaine Loo of The Stan Clark Financial Team

 

Introduction to Elaine Loo

[Elaine Loo, Portfolio Manager & Wealth Advisor, CIBC Private Wealth – Wood Gundy]

My name is Elaine Loo.

I live in North Burnaby with my husband and two teenage boys. I also have a four year old

Cocker spaniel poodle mix dog named Mochi and between all four of them it keeps me

busy every day.

I'm one of three relationship managers on the team. My job is to build and strengthen client

relations and understand how I can help them. I learn what their current situations are and

understand what their future aspirations are and work together with them to create a path

to merge the two.

When interacting with clients, I remain focused and patient and take the time to

understand the needs that they're trying to communicate with me and in helping them

resolve their issue.

I use due diligence and maintain honesty and transparency in my response.

I want to help my clients feel confident enough in their investments to be able to financially

achieve their goals.

Honesty and transparency are very important to me. I believe that's just as important at

work as it is in everyday life, and I tried to teach my kids the same values.

Disclaimers

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries,

including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and

“CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a

registered trademark of CIBC World Markets Inc.

Elaine Loo is a Portfolio Manager and Wealth Advisor with CIBC Wood Gundy in Vancouver.

The views of Elaine Loo do not necessarily reflect those of CIBC World Markets Inc.

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

Introduction to Elaine Loo

[Elaine Loo, Portfolio Manager & Wealth Advisor, CIBC Private Wealth – Wood Gundy]

My name is Elaine Loo.

I live in North Burnaby with my husband and two teenage boys. I also have a four year old

Cocker spaniel poodle mix dog named Mochi and between all four of them it keeps me

busy every day.

I'm one of three relationship managers on the team. My job is to build and strengthen client

relations and understand how I can help them. I learn what their current situations are and

understand what their future aspirations are and work together with them to create a path

to merge the two.

When interacting with clients, I remain focused and patient and take the time to

understand the needs that they're trying to communicate with me and in helping them

resolve their issue.

I use due diligence and maintain honesty and transparency in my response.

I want to help my clients feel confident enough in their investments to be able to financially

achieve their goals.

Honesty and transparency are very important to me. I believe that's just as important at

work as it is in everyday life, and I tried to teach my kids the same values.

Disclaimers

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries,

including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and

“CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a

registered trademark of CIBC World Markets Inc.

Elaine Loo is a Portfolio Manager and Wealth Advisor with CIBC Wood Gundy in Vancouver.

The views of Elaine Loo do not necessarily reflect those of CIBC World Markets Inc.

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

Back to Video
 
Jocelyn Johansson

Jocelyn Johansson, PFP

Wealth Advisor, Portfolio Manager
(604) 641-4370
Opens in your telephone provided application.
Jocelyn.Johansson@cibc.com
Opens in your email provided application.

Jocelyn, along with Elaine and Heather, are responsible for your financial planning and for the day-to-day monitoring and maintenance of your investment portfolios. One of them is assigned to every family and is your first point of contact for most questions or requests. They work closely with each other, Stan, Michael, Tom and Sylvia to develop your overall financial plan and to ensure your portfolio has the best investments to meet your goals.

All three are fully qualified Associate Investment Advisors and have earned the Chartered Investment Manager designation.

Jocelyn has a Bachelor of Arts: Sociology degree from the University of Western Ontario, a Diploma in Financial Management from the British Columbia Institute of Technology and has earned the PFP (Personal Financial Planner) designation. Jocelyn has been with CIBC Wood Gundy since 2005.

Jocelyn was born and raised in North Vancouver, where she still lives. She started her favourite sport, skiing, when she was just 2½ years old – and still skis as much as she can. Jocelyn also enjoys hiking, playing soccer and socializing with family and friends. She's married with two rambunctious sons and an even more rambunctious yellow lab!

 

Meet Jocelyn

Introduction to Jocelyn Johansson of The Stan Clark Financial Team

 

Introduction to Jocelyn Johansson

[Jocelyn Johansson, Portfolio Manager & Wealth Advisor, CIBC Private Wealth – Wood

Gundy]

My name is Jocelyn Johansson.

I'm with the Stan Clark Financial Team, and my summer job during university was as a bank

teller at RBC, and I thought that finance was a little more exciting than what I was doing at

university. So I went to BCIT and studied financial management.

Accounting was not my strong suit, Math and finance were. So I stuck with the financial

planning and financial management and started working out with Gundy right after.

I find that building trust with clients is really based around listening to them and trying to

dig deeper into their problems and what their wants are and their needs and truly

understand what they want.

So really, if you can just sit there and listen and then ask clarifying questions, that helps. So

they really feel that you are actually taking in what they want you to hear. I think the biggest

success story is when you hear that a client has fulfilled a lifelong dream of either paying

down their mortgage, sending their children to university, going on a dream vacation, buying

that car they've always wanted, those kind of things where you've helped them create this

financial plan and they've reached this goal and they're happy.

Disclaimers

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries,

including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and

“CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a

registered trademark of CIBC World Markets Inc.

Jocelyn Johansson is a Portfolio Manager and Wealth Advisor with CIBC Wood Gundy in

Vancouver. The views of Jocelyn Johansson do not necessarily reflect those of CIBC World

Markets Inc.

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

Introduction to Jocelyn Johansson

[Jocelyn Johansson, Portfolio Manager & Wealth Advisor, CIBC Private Wealth – Wood

Gundy]

My name is Jocelyn Johansson.

I'm with the Stan Clark Financial Team, and my summer job during university was as a bank

teller at RBC, and I thought that finance was a little more exciting than what I was doing at

university. So I went to BCIT and studied financial management.

Accounting was not my strong suit, Math and finance were. So I stuck with the financial

planning and financial management and started working out with Gundy right after.

I find that building trust with clients is really based around listening to them and trying to

dig deeper into their problems and what their wants are and their needs and truly

understand what they want.

So really, if you can just sit there and listen and then ask clarifying questions, that helps. So

they really feel that you are actually taking in what they want you to hear. I think the biggest

success story is when you hear that a client has fulfilled a lifelong dream of either paying

down their mortgage, sending their children to university, going on a dream vacation, buying

that car they've always wanted, those kind of things where you've helped them create this

financial plan and they've reached this goal and they're happy.

Disclaimers

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries,

including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and

“CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a

registered trademark of CIBC World Markets Inc.

Jocelyn Johansson is a Portfolio Manager and Wealth Advisor with CIBC Wood Gundy in

Vancouver. The views of Jocelyn Johansson do not necessarily reflect those of CIBC World

Markets Inc.

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

Back to Video
 
Heather Guzak

Heather Guzak, PFP

Wealth Advisor
(604) 641-4375
Opens in your telephone provided application.
Heather.Guzak@cibc.com
Opens in your email provided application.

Heather, along with Jocelyn and Elaine, are responsible for your financial planning and for the day-to-day monitoring and maintenance of your investment portfolios. One of them is assigned to every family and is your first point of contact for most questions or requests. They work closely with each other, Stan, Michael, Tom and Sylvia to develop your overall financial plan and to ensure your portfolio has the best investments to meet your goals.

All three are fully qualified Associate Investment Advisors and have earned the Chartered Investment Manager designation in addition to completing the Canadian Securities Course and Conduct and Practices Handbook through the Canadian Securities Institute.

Heather has a Bachelor of Arts: Political Science and International Relations degree from the University of British Columbia and has earned the PFP (Personal Financial Planner) designation. Heather has been with CIBC Wood Gundy since 2006.

Heather is part British and part Myanmar, which may explain her love for spicy food! She is married with two young children. When her busy lifestyle allows some spare time, you can find Heather sneaking in a workout at the gym.

 

Meet Heather

Introduction to Heather Guzak of The Stan Clark Financial Team

 

Introduction to Heather Guzak

[Heather Guzak, Wealth Advisor, CIBC Private Wealth – Wood Gundy]

My name is Heather Guzak and I am a relationship manager.

When I graduated with my degree from UBC, I knew that I wanted to pair my favorite

subject, math, with, you know, working with clients and be part of a team.

Financial industry was always something that seemed more natural to me. So when the

opportunity came to work with Stan and his team, I thought it'd be a great fit.

One of the biggest challenges I actually faced was probably having children and balancing

that family life with my career. Being a mom's really taught me to advocate for my children,

work together to create goals.

This has moved over to how I deal with my clients. So I like to ensure that their needs are

met, have them understand that they are the most important part of our process, and just

have them comfortable with the decisions that we make together. I really want to

understand their goals and have them know that as their goals are met, I'm equally as

excited as they are.

Disclaimers

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries,

including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and

“CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a

registered trademark of CIBC World Markets Inc.

Heather Guzak is a Wealth Advisor with CIBC Wood Gundy in Vancouver. The views of

Heather Guzak do not necessarily reflect those of CIBC World Markets Inc.

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

Introduction to Heather Guzak

[Heather Guzak, Wealth Advisor, CIBC Private Wealth – Wood Gundy]

My name is Heather Guzak and I am a relationship manager.

When I graduated with my degree from UBC, I knew that I wanted to pair my favorite

subject, math, with, you know, working with clients and be part of a team.

Financial industry was always something that seemed more natural to me. So when the

opportunity came to work with Stan and his team, I thought it'd be a great fit.

One of the biggest challenges I actually faced was probably having children and balancing

that family life with my career. Being a mom's really taught me to advocate for my children,

work together to create goals.

This has moved over to how I deal with my clients. So I like to ensure that their needs are

met, have them understand that they are the most important part of our process, and just

have them comfortable with the decisions that we make together. I really want to

understand their goals and have them know that as their goals are met, I'm equally as

excited as they are.

Disclaimers

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries,

including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and

“CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a

registered trademark of CIBC World Markets Inc.

Heather Guzak is a Wealth Advisor with CIBC Wood Gundy in Vancouver. The views of

Heather Guzak do not necessarily reflect those of CIBC World Markets Inc.

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

Back to Video
 
Meghan Jones

Meghan Jones

Client Associate
(604) 641-4360
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Meghan.Jones@cibc.com
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Meghan manages and oversees all the operational aspects of client portfolios. This includes opening of new accounts, maintaining documentation on existing accounts and also transfers of assets into and out of client accounts.

Meghan has a Bachelor of Arts: Economics and Environmental Studies degree from the University of Victoria. She started with CIBC Wood Gundy in March 2013.

Meghan was born and raised in Vancouver and now resides in New Westminster. She enjoys hiking and wake surfing in the summer and skiing in the winter. Meghan and her husband, Adam, enjoy cooking, traveling, and attending local music and art shows.

 
Anne Mercado

Anna Mercado

Administrative Assistant
(604) 608-5203
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anna.mercado@cibc.com
Opens in your email provided application.

Anna handles the administrative duties for the team. This includes documentation, transfers and other client requests. Anna has a HCA (Health Care Assistant) Certificate and worked in the healthcare industry before moving to finance. She started with Wood Gundy in 2022.
Anna was born in Vancouver but now lives in Port Coquitlam with her husband and two children. Summer is her favourite season as it reminds her of the heat in Mexico which is where her family was originally from. She enjoys reading, watching movies, camping, riding motorcycles and travelling, especially to Mexico to visit family. She is fluent in English, Spanish and French.

 

Education and professional designations

We are proud of the Stan Clark Financial Team's experience and credentials. The following is a summary and description of the expertise our clients have working directly for them:

 

Four CFAs: Chartered Financial Analyst

First awarded in 1963, the CFA charter has become known as the designation of professional excellence within the global investment community. Around the world, employers and investors recognize the CFA designation as the definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis.
 

Three CIMs: Chartered Investment Manager

The CIM is the highest level investment management designation awarded by the Canadian Securities Institute. Designed to qualify advisors to conduct discretionary portfolio management, it requires the successful completion of the Canadian Securities Course, Investment Management Techniques and the Portfolio Management Techniques courses.

 

Seven post secondary graduates in Business, Finance and Economics

Post secondary programs that focus on various areas of business management, such as economics, accounting, finance and financial planning, statistics, business strategy, organizational development and general management.
 

Four CFPs: Certified Financial Planner

CFP is a financial planning designation administered by the Financial Planner Standards Council of Canada (FPSC). Its licensees must complete an approved educational program and the CFP licensing exam, have two years' experience in a financial planning related position and adhere to the council's Code of Ethics.
 

Three PFPs: Personal Financial Planner

PFP is a financial planning designation administered by the Canadian Securities Institute, and accredited by the American National Standards Institute, which ensures that PFP professionals meet the highest standards of competence and professionalism.

 

One CLU: Certified Life Underwriter

The CLU is Canada's premier wealth transfer and estate planning designation. A CLU designation gives the skills to provide professional advice in all areas of wealth transfer and estate planning for individuals, business owners and professionals.
 

One CHS: Certified Health Insurance Specialist

A CHS is a professional financial advisor specializing in living benefits, including income replacement and risk management solutions for individuals, business owners and professionals.
 

One TEP: Trust and Estate Practitioner

TEP is an internationally recognized designation awarded by the Society of Trust and Estate Practitioners (STEP). TEP professionals must pass a series of examinations to demonstrate their skill and knowledge in the area of Trust.

 
 
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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.