As a senior Portfolio Manager and Investment Advisor, Young has built a strong reputation for strategic portfolio management and exceptional client success. He holds the Chartered Financial Analyst® designation, an MBA in Global Asset and Wealth Management from Simon Fraser University and a BBA in Accounting and Finance from Yonsei University. Young's unique blend of analytical acumen and leadership was forged early in his career: as a Financial Analyst at IBM, he gained hands-on experience in corporate finance, and his service as an intelligence officer (Lieutenant) in the Korean Air Force instilled a disciplined approach to strategic analysis and high-pressure decision-making.

With over six years of experience in wealth management, Esther Eun Kyeong Lee is a client-focused investment professional currently transitioning into an advisory-track role. In her role, Esther supports high-net-worth clients through client onboarding, portfolio administration, and business development initiatives. Esther is known for a proactive, relationship-driven approach and a strong commitment to delivering personalized service. She holds a Bachelor of Arts in Economics from the University of British Columbia.

With over six years of experience in the Canadian banking industry, Gabi supports investment advisors by delivering efficient, detail-oriented service and ensuring smooth daily operations. With a strong focus on client experience and operational excellence, Gabie is committed to building trusted relationships and contributing to a high-performing advisory team.

With over 10 years in financial services, Carina is dedicated to guiding clients through their financial journeys with clarity and confidence. Passionate about empowering informed decisions, she helps build secure financial futures.

As a Financial Planning Specialist, Carina delivers comprehensive, meaningful planning experiences. Using a disciplined engagement process, she gains deep understanding of each client's unique situation to recommend tailored strategies and solutions.

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.

Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.

Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.

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.