Michael has over 25 years of experience working with clients and their families. He graduated from the University of British Columbia with a Bachelor of Commerce degree in finance from the faculty of commerce. During his tenure at U.B.C. Michael distinguished himself in student politics holding positions in the University Senate and as Director of Finance, responsible for a budget of several million dollars. He was also part of a select group of students that managed an investment portfolio for the Portfolio Management Fellowship valued at several million dollars. Michael has continued to develop his professional skills becoming the 12th person in Canada to hold the title of Certified Investment Management Consultant (CIMA) from the Wharton School in Philadelphia, in addition to qualifications as a Portfolio Manager.
Terry is a former Director, Business Development and Regional AVP in the financial services industry. Terry’s primary strength is his ability to connect people, concepts and the product to produce a win-win situation for all parties.
Community is very important to Terry and shows in his every day life. He is currently a board member of the Vancouver opera Foundation Board, and the Health and Home Care Society of B.C.. He is also a member in good standing of the Vancouver Board of Trade, the Vancouver Club, and the West Vancouver Chamber of Commerce.
Lee is a graduate of the University of Regina, with a Bachelor of Arts (BA) in Economics (Honours). Lee also holds a Specialist, Trust Institute diploma (STI) and has completed the Canadian Securities Course (CSC) and the Canadian Investment Finance Course (CIFC).
With over 20 years of experience in the trust industry, Lee brings a wealth of knowledge and experience to her position as Regional Trust Manager. Since joining CIBC Trust in 1995 as a Trust Officer, Lee held senior roles as Senior Trust Officer and Assistant Branch Manager before assuming her current role in 2003 as Regional Trust Manager for British Columbia.
Mandy graduated from Simon Fraser University with a Bachelor degree in Economics and she speaks English, Cantonese and Mandarin. She has over 5 years of experience in the financial industry. Mandy supports our team with day-to-day business administration and operations as well as trade execution. She is well organized and responds to client inquiries promptly and with accuracy. In her current role, she is responsible for managing cheque requests, wire transfers, contributions, account updates and coordinate portfolio reviews.
She enjoys baking and travelling with her husband.
Jeremy began his career in insurance and financial advisory firm in 2001 and since then has held various positions in the banking and financial planning industries. He works closely with clients to find out what really matters to the clients so that a financial plan focusing on their priorities and goals could be created. The process Jeremy follows to create a financial plan includes: