Kevin Chai

Client Associate

With a deep desire for making a difference in the lives of others, Kevin quickly found himself in the Wealth Management Industry after graduation. Kevin recognizes the uniqueness of each client and is dedicated to delivering unparalleled customer service to address their needs and concerns. Kevin is a Registered Representative with CIRO, and is currently working towards Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designation.

Kevin is a graduate of Trinity Western University with Bachelor of Business Administration (BBA) Honours degree, specializes in Finance, Accounting and Marketing. With a passion to help his peers succeed, Kevin served as the President of Student Business Association and Trinity Accounting Association, where he and his team constantly fostered network opportunities between industry professionals and students from the School of Business, with an aim of empowering students to carve out their own career paths.

Kevin was born and raised in Xi’an, China and moved to Vancouver, B.C. alone as an international student at the age of 15. Outside of work, Kevin and his partner Kajsa enjoy cooking authentic Chinese dishes, and spending time with their two beloved cats – Nala (Bengal) and Sofi (Siamese).

Kathy Jarvis

Client Associate

Kathy Jarvis, Client Associate, has been with CIBC Wood Gundy and predecessor firms since 2001 and has earned her credentials from the Canadian Securities Institute. Kathy has over 35 years experience covering several key areas of the financial services industry. With experience in mortgage administration, trustee, banking services and life insurance brokerage Kathy has a solid background in a variety of areas. Kathy is dedicated to a high level of customer service and enjoys working with our clients to see that their financial goals and needs are well taken care of. Kathy enjoys travelling, spending time with her family and friends as well as relaxing at her place at "The Glen."

Gina Settle

Administrative Assistant

You may recognize Gina from her previous role at the front desk as our Branch Assistant.  Her favorite part of the job was meeting and chatting with clients, which she has carried over into her current position as an Administrative Assistant.  Gina arranges meetings, helps organize events, lends support for administrative tasks, and loves to celebrate the special moments in people’s lives.

She is a country girl at heart and is married with two adult daughters and one giant dog.  Gina played soccer for 25 years, but now likes to keep active with equestrian vaulting, golf, and working out.  She loves spending time with her family and friends, is a photography nut, and loves all things Disney and Marvel.

Gina’s favorite quote: Life is what you make it.  Always has been, always will be.

Lee Berti, BA

Senior Trust and Estate Consultant

With over 25 years of experience in the trust industry, Lee works with CIBC Wood Gundy Investment Advisors to provide estate planning solutions for clients requiring professional Power of Attorney, Executor and Trustee services. CIBC Trust also offers assistance to those appointed as an attorney, executor or trustee. The CIBC Trust team of specialists have the tax, investment, estate law and administrative expertise to professionally administer powers of attorney, estates and trusts with discretion and sensitivity.

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.

Rose Rogic, CFP, CIM, RRC

Financial Planning Specialist

Rose started with CIBC in 2000 since joining the financial services industry in 1987 and has held various positions in financial planning and retail banking. She uses her knowledge and experience in financial planning and private banking to help Canadian families achieve their financial goals and enjoy peace of mind.

As a Financial Planning Specialist, her goal is to provide clients with a comprehensive and meaningful financial planning experience. She uses a disciplined engagement process to facilitate a deep understanding of your unique situation and support the recommendation of tailored strategies and solutions.

Wilton Lee, BA

Estate Planning Specialist

Wilton employs a comprehensive process to assess your wealth management needs and works closely with you and your professional advisors to develop customized, appropriate and effective solutions. He works to optimize your financial security, increase your net-worth and reduce the impact of taxation. Having previous experience working with business owners and operating his own small business, Wilton understands the unique challenges and requirements of operating a business. He is able to provide innovative and tax-efficient solutions for a variety of wealth management needs, both personal and corporate. Prior to joining Wood Gundy Wilton worked as an Estate Planning Specialist at a large financial institution and before that as an Advanced Case Consultant at one of Canada’s leading life insurers where he established himself as a recognized life insurance specialist.