Immigrated from Cape Town, South Africa, in 1979, and raised in the Lower Mainland, Lee began his career in the investment industry in 1997. Beyond his Corporate Finance designation, he holds the professional designations of Chartered Investment Manager (CIM), Financial Management Advisor (FMA), and is a Fellow of the Canadian Securities Institute (FCSI). Lee has a day-to-day passion to excel and brings the same enthusiasm to meeting the needs of his clients. That same passion to excel drives Lee's love for fitness... coincidentally, he met his wife at Kits Fitness world. Married with two young boys, Lee is an avid believer in a work/life balance with a love for travel, hiking, mountain biking and golf (golf is more of a love/hate relationship).

Bryan, who is proudly carrying on the family tradition within the financial services industry, has over 15 years of experience as a professional accountant and Portfolio Manager. With the Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP), Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities (FCSI) designations, Bryan is well versed in assisting clients with their tax, investment, retirement and estate planning needs.

Born and raised in White Rock/South Surrey, Bryan is dedicated to helping his community. This is demonstrated by involvement in CPA Canada's Financial Literacy Program, volunteering as a Board of Director on the executive committee for the Sources Foundation, as well coaching his kids soccer and baseball teams.

Outside of work, Bryan enjoys spending time with his wife and three children, playing golf, skiing, and travelling.

Shirley is a graduate of Simon Fraser University with a Bachelor's degree in Communications and a minor in Business Administration. She provides client support to the team and has recently completed her WME course and is continuing to further her education in the financial industry.

During her time off, Shirley enjoys baking, playing video games and is a big music lover. She has a Performer's Degree in classical piano from the Royal Conservatory of Music and having previously been in the music industry, she continues to write songs and produce music. 

Elyshia born and raised in the lower mainland, brings with her 15 years of experience at CIBC Retail Banking. Elyshia is looking forward to supporting you with her knowledge and professionalism as she continues to further her education. Having three children you will often find her in her vehicle driving to soccer practice, dance, art class, brigade, debate class, and anywhere else the taxi needs to go. She has always believed in bringing her best foot forward and encouraging those around her. What she always tells her children is "little boys and girls who dream become men and woman with vision".

Kamal holds undergraduate degree from SFU in Economics with minor in Political Science. She joined CIBC Wood Gundy in 2014 and has several years of investment industry experience.
 
As a Financial Associate registered with CIRO, Kamal works closely with clients to meet all their service and administrative needs. She ensures that the team maintains a high level of client service and efficiency in handling our day to day operations.
 
Outside of work, Kamal enjoys reading, traveling and practicing yoga.

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.

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.

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.

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.