Lee Wetherall
Lee has been providing Wealth Management advice to her clients since entering the investment industry in 1996. After graduating from the MBA program at Queen's University, Lee worked for over a decade as a business analyst with a large multinational corporation. Since beginning her career as an Investment Advisor, Lee has continued to focus on education and has earned the Financial Management Advisor designation from the Canadian Securities Institute. As a Wealth and Investment Advisor, Lee's focus is on helping clients determine their needs and recommending appropriate wealth management solutions.
In addition to working for CIBC Wealth Management Wood Gundy as an Investment Advisor, Kingston residents may remember Lee as the Financial Reporter for the CKWS Evening News. Lee puts a great deal of effort into helping her community, including fundraising for charitable interests and supporting the performing arts. She has served on the Board of Directors for Almost Home. As Chair of Operation Leo's Share committee she helped raise over $100,000 for the Kingston General Hospital Foundation. Lee is also involved with the Queen's University Alumni Association in the role of “past president” and is a strong supporter of the United Way.
Jamie Galbraith
Jamie Galbraith has been providing wealth planning services to her clients since 2016. She works with families to truly understand their goals and fears around investing. She uses this understanding to customize investment portfolios that will help clients achieve the lifestyles they desire while protecting their wealth for the future. Jamie is very service focused in her relationships with clients and has honed these skills over many years in the investment industry.
Jamie works with clients to simplify their financial lives so they can get back to focusing on what matters most to them. Family is what matters most to Jamie. Clients are likely to run into Jamie at the various parks, gyms, dance studios and ice-rinks around Kingston as she chases after her two very busy young girls.
Jamie is currently taking on new clients and would love to sit down to get to know you and your financial situation. Although not everyone is the right fit for our brand of customized wealth management, Jamie is confident that even a short complimentary meeting can provide insight into your financial situation. Please do not hesitate to reach out if you would like to discuss what it would be like to invest with Wealth Galbraith Wealth Management.
Peter Galbraith
As an Investment Advisor and Certified Financial Planner, Peter helps individuals and families build wealth and prepare for the future. He enjoys learning each client's unique story and working with them to develop a financial plan and investment strategy that will meet their needs throughout their lives.
After completing four degrees at Queen's University over 7 years, Peter worked as a teacher in Kingston. Since 2015 Peter has been working with clients to ensure that they understand their investment strategies and how their choices will help them build their future.
Outside of the office Pete can usually be found playing with his daughters, Ava and Molly, or near an ultimate pitch. He built from the ground up the Kingston Junior Ultimate program spanning 3 leagues and more than 100 athletes every summer with kids ages 4-18. He also coaches the Queen's Men's Ultimate Team having led them to National Championships in 2015, '16, and '18 - as well as working with the Canadian National Ultimate Team in 2016, 2018, and again in 2023.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Karen West-Taylor
Senior Trust and Estate Consultant
As a CIBC Senior Trust and Estate Consultant, Karen believes that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed. She offers services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles.
Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Karen has the expertise to execute or assist others to execute that role effectively and efficiently.
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.
Marie Michell, MBA
Senior Private Banking advisor
Marie believes it is important to understand her clients’ values, dreams and goals and to provide them with the financial stewardship to help realize them. Marie and her Associate work closely with colleagues from across the CIBC Group of Companies to provide answers to our clients’ immediate questions and recommendations on how to best position their financial resources for the future. Working with Marie, clients enjoy convenience, flexibility and peace of mind, so they can get on with living their life, without worrying about their finances.
Nigel Newland, B.Comm., CFP
Estate Planning Specialist
As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.
Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.
Karen West-Taylor
As a CIBC Senior Trust and Estate Consultant, Karen believes that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed. She offers services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles.
Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Karen has the expertise to execute or assist others to execute that role effectively and efficiently.
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.
Marie Michell, MBA
Marie believes it is important to understand her clients’ values, dreams and goals and to provide them with the financial stewardship to help realize them. Marie and her Associate work closely with colleagues from across the CIBC Group of Companies to provide answers to our clients’ immediate questions and recommendations on how to best position their financial resources for the future. Working with Marie, clients enjoy convenience, flexibility and peace of mind, so they can get on with living their life, without worrying about their finances.