Steven Lobb, CIM, B.Sc.
Portfolio Manager
Investment Advisor
Steve Lobb was born and raised in Victoria and graduated from St. Michaels University School prior to earning a Bachelor of Science with Distinction in Biology from the University of Victoria. Steve is married with a daughter and a son. Steve has been professionally involved in the investment business for over a decade. Steve joined CIBC Wood Gundy in 2004, starting as a Sales Assistant and advancing to his current role as an Investment Advisor. Steve has also earned the regulatory designation of Portfolio Manager (PM) and also holds the Canadian Investment Manager (CIM) designation. Prior to CIBC Wood Gundy, Steve was a professional day-trader with SwiftTrade Securities. The team's focus is portfolio management for individual, high net worth clients. We have also partnered with other professionals within CIBC to offer overall wealth management to our clients including areas such as Financial Planning, Estate and Trust Services, and Banking and Credit Management.
Vivian Banner
Client Associate
Vivian Banner joined Steve in 2009, bringing with her over 25 years experience in the financial services industry, including 20 years with CIBC Wood Gundy. As the assistant to Steve, Vivian manages all administrative functions including documentation, account opening, cheque & EFT issuance, scheduling, and handling all other client service issues that may arise. Vivian is a fully licensed Client Associate, and is able to take client orders to buy or sell securities. Vivian is originally from Ottawa, where she obtained a B.A. in English Literature from Carleton University and a diploma in Early Childhood Education. Vivian and her two daughters have lived in Victoria since 1995.
Steven Lobb, CIM, B.Sc.
Steve Lobb was born and raised in Victoria and graduated from St. Michaels University School prior to earning a Bachelor of Science with Distinction in Biology from the University of Victoria. Steve is married with a daughter and a son. Steve has been professionally involved in the investment business for over a decade. Steve joined CIBC Wood Gundy in 2004, starting as a Sales Assistant and advancing to his current role as an Investment Advisor. Steve has also earned the regulatory designation of Portfolio Manager (PM) and also holds the Canadian Investment Manager (CIM) designation. Prior to CIBC Wood Gundy, Steve was a professional day-trader with SwiftTrade Securities. The team's focus is portfolio management for individual, high net worth clients. We have also partnered with other professionals within CIBC to offer overall wealth management to our clients including areas such as Financial Planning, Estate and Trust Services, and Banking and Credit Management.
Vivian Banner
Vivian Banner joined Steve in 2009, bringing with her over 25 years experience in the financial services industry, including 20 years with CIBC Wood Gundy. As the assistant to Steve, Vivian manages all administrative functions including documentation, account opening, cheque & EFT issuance, scheduling, and handling all other client service issues that may arise. Vivian is a fully licensed Client Associate, and is able to take client orders to buy or sell securities. Vivian is originally from Ottawa, where she obtained a B.A. in English Literature from Carleton University and a diploma in Early Childhood Education. Vivian and her two daughters have lived in Victoria since 1995.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Pat Marshall, CIM, CFP
Wealth strategist
Pat adds value by working closely with each individual client to provide comprehensive financial plans that focus on what is important to them. She takes an in-depth approach to understand our clients’ unique situation and provides a formal recommendation to optimize how financial affairs are structured, integrating retirement, tax, will, estate, trust and insurance plans.
Brian Einarson, B.Comm., CFP, RRC
Senior Trust and Estate Consultant
Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs.
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.
Pat Marshall, CIM, CFP
Pat adds value by working closely with each individual client to provide comprehensive financial plans that focus on what is important to them. She takes an in-depth approach to understand our clients’ unique situation and provides a formal recommendation to optimize how financial affairs are structured, integrating retirement, tax, will, estate, trust and insurance plans.
Brian Einarson, B.Comm., CFP, RRC
Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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.