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Your aspirations are unique. At Wood Gundy, we take the time to understand what drives you. Then we customize wealth strategies, investment advice and tax-planning solutions to help you reach your financial goals and preserve your legacy.
With a collaborative and disciplined approach, I partner with individuals, families, professionals, executives, business owners and charitable foundations in the community. Ask me how I can help set your ambitions in motion.

Every element is designed to support your goals

Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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CIBC GIVING BACK

Make a positive impact on the causes that matter most to you through planned charitable giving.

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Address

Young Lee Address

1285 West Pender Street

Suite 400

Vancouver, BC V6E 4B1

Telephone number: (604) 678-0539

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