Chris Helm, B.Comm.
As a team leader at The Helm Team, Christopher works with hundreds of successful business owners, families, and corporations to solidify and grow their financial stature and help them reach their true goals through a prudent investment approach that focuses on safety, discipline, and long-term thinking.
Christopher's unique value proposition is his proven ability to invest like investment legends of both past and present - Lynch, Buffett, Graham, Fisher - being his biggest influences.
Beyond helping to make serious money for his clients, Christopher loves to help them build a comprehensive financial strategy that gives them true peace of mind and certainty before & after retirement.
Daniel Helm
As an Investment Advisor at CIBC Wood Gundy and distinguished leader of The Helm Team, Dan takes a comprehensive and highly personalized approach to wealth management. His principal role is to guide individuals, families, and business owners to make well-informed decisions about their investments and retirement plans, providing them with greater financial independence, peace of mind, and security. As an experienced Investment Advisor with over 30 years of experience, Dan has demonstrated a consistent ability to protect and grow the hard-earned assets of our clients.
Gary Berg, CFP®, CIM®
With four years at the British Columbia Institute of Technology in the Financial Management Program and over 15 years with the Helm Team, Gary works closely with our clients to effectively meet all of their financial needs. As our Financial Associate at The Helm Team, Gary is a Certified Financial Planner and is also accredited with the Canadian Investment Manager designation, all to ensure that our clients receive the ultimate level of service.
Ziad Al-Gkafori, B.Sc.
With a lively personality and a distinct attention to client experience, Ziad takes on both administrative, marketing, and analyst roles at The Helm Team, effectively making him a central figure in everything that we do to meet all of our clients' needs and expectations. Ziad holds a Bachelor of Science degree in Physics and a diploma in Accounting from the University of British Columbia, and is currently working on his industry designations to become our next financial associate at The Helm Team.
Alicia Wu
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jeremy Ma, CFA, FMA
Wealth strategist
Jeremy has over 15 years of experience, including various roles in banking, wealth management, insurance advisory, and financial planning. He takes an in-depth approach to understand what really matters to you so that a financial plan focusing on your priorities and goals could be created.
In addition to an MBA degree from SFU, Jeremy has attained CFA, CFP, FMA, and TEP designations. As a Wealth Strategist, he provides comprehensive recommendations on retirement planning, tax efficiency, estate & trust planning, and succession planning.
Robert An, CPA, CGA, CFP®, CLU, CIWM, TEP
Wealth Strategist
Rob has over 15 years of experience in public practice and financial services. Since 2019, Rob has been providing holistic wealth planning for high-net-worth clients, often involving tax and trust & estate planning.
In addition to his CPA, CGA, CFP, CLU, TEP and CIWM designations, Rob has also completed the 3-year CPA In-Depth Tax Program and is a member of the Canadian Tax Foundation.
Rob is an active volunteer with FP Canada, CPA Canada, CPA BC and the SFU Mentor in Business program.
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.
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.
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.
Jeremy Ma, CFA, FMA
Jeremy has over 15 years of experience, including various roles in banking, wealth management, insurance advisory, and financial planning. He takes an in-depth approach to understand what really matters to you so that a financial plan focusing on your priorities and goals could be created.
In addition to an MBA degree from SFU, Jeremy has attained CFA, CFP, FMA, and TEP designations. As a Wealth Strategist, he provides comprehensive recommendations on retirement planning, tax efficiency, estate & trust planning, and succession planning.
Robert An, CPA, CGA, CFP®, CLU, CIWM, TEP
Rob has over 15 years of experience in public practice and financial services. Since 2019, Rob has been providing holistic wealth planning for high-net-worth clients, often involving tax and trust & estate planning.
In addition to his CPA, CGA, CFP, CLU, TEP and CIWM designations, Rob has also completed the 3-year CPA In-Depth Tax Program and is a member of the Canadian Tax Foundation.
Rob is an active volunteer with FP Canada, CPA Canada, CPA BC and the SFU Mentor in Business program.
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.