Michael Laurin, BA, CIM, CFP®, FCSI
Investment Advisor
Michael Laurin, Investment Advisor, is a graduate of the Bachelor of Social Science program at Ottawa University with a major in Economics. Michael holds both the CERTIFIED FINANCIAL PLANNER® and the Canadian Investment Manager (CIM®) designations. He also earned his Fellowship from the Canadian Securities Institute (FSCI®) and is licensed to provide Life Insurance solutions. Michael has been in the financial services industry since 1997 and with CIBC Wood Gundy since 2005. Michael is married and the father of three boys. He enjoys spending time with family and friends, golf, and lake life on Cultus Lake.
Kevin Chai, CFP®
Associate Investment Advisor
Kevin delivers holistic wealth management services to retirees, business owners, new immigrants, and young families. Having moved to Canada alone at age 14 from Xi’an, China, Kevin developed resilience and a deep appreciation for the power of community support. Along with CIBC partners, his approach integrates investment management, financial planning, and estate planning, empowering clients to achieve financial security and peace of mind. By understanding each client’s unique needs and guiding them through life’s transitions, Kevin ensures clients can focus on what matters most.
Kevin is a graduate of Trinity Western University with Bachelor of Business Administration (BBA) Honours degree, specializes in Finance, Accounting and Marketing. Kevin holds the CERTIFIED FINANCIAL PLANNER® designation, and is currently working towards Chartered Financial Analyst® designation.
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).
Rochelle Danielson
Client Associate
Rochelle joined Wood Gundy in 2022 after previously working in CIBC retail banking. Rochelle is currently pursuing the completion of the Wealth Management Essential course. Rochelle has a bachelor's degree in finance, and has a proficient understanding of financial markets, investment products, and financial planning principles.
Rochelle is dedicated to helping clients achieve their financial goals through supporting her fellow Investment Advisors. Rochelle provides clients with professional and personalized support to safeguard and grow their wealth.
Outside of the office, Rochelle has two lovely and energetic young boys, Mackenzie and Nathaniel. Rochelle's passions include food, yoga, traveling, and lounging on a beach somewhere with her partner, Matthew.
Grace Cao
Client Associate
Grace joined CIBC in 2019 and transitioned to CIBC Wood Gundy in 2023. She holds a Bachelor’s degree in Psychology from Simon Fraser University (SFU). Prior to her current role, Grace worked in CIBC retail banking as a Financial Service Assistant, which provided her with valuable experience and made her an excellent fit for her current position supporting Investment Advisors.
Grace has successfully completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).
In her current role, Grace assists with account setup, trading, and client communications, providing dedicated support to her fellow Investment Advisors.
Gina Settle
Client Associate
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.
Michael Laurin, BA, CIM, CFP®, FCSI
Michael Laurin, Investment Advisor, is a graduate of the Bachelor of Social Science program at Ottawa University with a major in Economics. Michael holds both the CERTIFIED FINANCIAL PLANNER® and the Canadian Investment Manager (CIM®) designations. He also earned his Fellowship from the Canadian Securities Institute (FSCI®) and is licensed to provide Life Insurance solutions. Michael has been in the financial services industry since 1997 and with CIBC Wood Gundy since 2005. Michael is married and the father of three boys. He enjoys spending time with family and friends, golf, and lake life on Cultus Lake.
Justin Liu
Kevin Chai, CFP®
Kevin delivers holistic wealth management services to retirees, business owners, new immigrants, and young families. Having moved to Canada alone at age 14 from Xi’an, China, Kevin developed resilience and a deep appreciation for the power of community support. Along with CIBC partners, his approach integrates investment management, financial planning, and estate planning, empowering clients to achieve financial security and peace of mind. By understanding each client’s unique needs and guiding them through life’s transitions, Kevin ensures clients can focus on what matters most.
Kevin is a graduate of Trinity Western University with Bachelor of Business Administration (BBA) Honours degree, specializes in Finance, Accounting and Marketing. Kevin holds the CERTIFIED FINANCIAL PLANNER® designation, and is currently working towards Chartered Financial Analyst® designation.
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).
Rochelle Danielson
Rochelle joined Wood Gundy in 2022 after previously working in CIBC retail banking. Rochelle is currently pursuing the completion of the Wealth Management Essential course. Rochelle has a bachelor's degree in finance, and has a proficient understanding of financial markets, investment products, and financial planning principles.
Rochelle is dedicated to helping clients achieve their financial goals through supporting her fellow Investment Advisors. Rochelle provides clients with professional and personalized support to safeguard and grow their wealth.
Outside of the office, Rochelle has two lovely and energetic young boys, Mackenzie and Nathaniel. Rochelle's passions include food, yoga, traveling, and lounging on a beach somewhere with her partner, Matthew.
Grace Cao
Grace joined CIBC in 2019 and transitioned to CIBC Wood Gundy in 2023. She holds a Bachelor’s degree in Psychology from Simon Fraser University (SFU). Prior to her current role, Grace worked in CIBC retail banking as a Financial Service Assistant, which provided her with valuable experience and made her an excellent fit for her current position supporting Investment Advisors.
Grace has successfully completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).
In her current role, Grace assists with account setup, trading, and client communications, providing dedicated support to her fellow Investment Advisors.
Gina Settle
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.
Ben Laurin
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Wendy Natawidjaja, B.Sc.
Private Banking Advisor
Wendy's passionate about helping her clients and starts by understanding her clients' financial goals whether it’s cash and credit management, investments or planning, and develops services customized to their unique needs. She works with highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help clients achieve their financial goals.
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.
Aleks Holtz
Estate Planning Specialist
Aleks is dedicated to providing outstanding support in the areas of insurance and estate planning and works with clients to create strategies that build and protect their wealth. Aleks studied at BCIT specializing in marketing and business management before he joined CIBC Wood Gundy in 2010. Aleks has been working towards completing his CFP and CLU designations.
Wendy Natawidjaja, B.Sc.
Wendy's passionate about helping her clients and starts by understanding her clients' financial goals whether it’s cash and credit management, investments or planning, and develops services customized to their unique needs. She works with highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help clients achieve their financial goals.
Lee Berti, BA
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
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
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.
Aleks Holtz
Aleks is dedicated to providing outstanding support in the areas of insurance and estate planning and works with clients to create strategies that build and protect their wealth. Aleks studied at BCIT specializing in marketing and business management before he joined CIBC Wood Gundy in 2010. Aleks has been working towards completing his CFP and CLU designations.