"I manage my clients risk and in doing so I create wealth."

I have been assisting my clients with meeting their financial goals for over 25 years. I grew up in Nanaimo, playing sports - primarily hockey and attended both Malaspina College (Vancouver Island University) and the University of Victoria. I have been married to my wife Carolyn for 27 years and we have two grown children, Danielle and Owen, both whom are attending university and play hockey. Being sports oriented, I was the past treasurer and past board member of Pacific Sport B.C. I am also a Rotarian and have been a member of Rotary Club of Nanaimo Daybreak for the last three years.

I incorporate all areas of the financial planning process into by business and I fully educate my clients on the investment choices that are available today. No two investors are the same. I take great care in providing a comprehensive profile for my clients which serves as a basis for financial planning, estate planning and wealth management. In accomplishing this I am able to truly and accurately recommend investments for each individual while maintaining their risk tolerance and objectives

Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs. 

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.

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.