Since obtaining her Investment Advisor license in 1999, Marleena has become a Discretionary Portfolio Manager, Certified Financial Planner and insurance licensed. This has allowed her to fulfill key areas as clients’ wealth management needs have expanded. The relationships she has built and maintained has resulted in strong and deep ties, with 70% of the families having been clients for over 18 years. In her free time Marleena enjoys spending time with her family, travelling, and keeping active through running, hot yoga, kickboxing and salsa dancing.

Keith has been passionate about investing for many years, having completed a Bachelor of Commerce degree at McGill University studying finance, and then establishing a career in the investment industry with CIBC since 2013. He became a Chartered Investment Manager in 2020, and advocates a style of open communication with clients and a long-term vision for protecting and growing wealth. Keith enjoys sports, travel, and supporting those around him with a sense of lifestyle balance and wellness.

Jenny started her banking career in 1997. Upon graduating from UBC in 1999, she moved to the securities industry with a large Canadian investment firm, then onwards to CIBC Wood Gundy in 2002. Being rooted in client servicing, Jenny has deep knowledge of our financial applications and industry regulations. She can be depended upon for trade executions, money management and providing solutions to the many needs of our clients at every stage of their lives. When Jenny is not chasing or cooking for her two growing boys, she can be found on the golf and tennis courts.