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.
Michael’s proficiency for integrating many levels of specialized investment expertise into a single, highly coordinated process that revolves around his clients is what sets him apart from the competition. Committed to being the best in his field, he never loses sight of his central purpose – the well-being of his clients.
Outside the office, Michael’s interests center on his family and his health. He is happily married to his wife of over 25 years, Lynette, and has three children: James, Liam and Sara. Michael is fully involved in his children’s lives both scholastically and socially. Keeping up with his children’s activities in sports takes up most of Michael’s spare time but he still manages to pursue his own interest in physical fitness whenever possible. The values of integrity, commitment and trust that characterize a healthy family life have become the mainstay of Michael’s outlook in life and accounts for why Michael connects so well with family-oriented clients.
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.
We partner with CIBC experts to help address all of your wealth needs.
Lee Berti, BA
Senior Trust and Estate Consultant
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.
Jeremy Ma, CFP, CFA, FMA
Jeremy uses his knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, he takes an in-depth approach to understanding our clients’ unique situation and provides comprehensive financial planning advice and recommendations on retirement planning, succession planning, tax efficiency as well as estate and trust planning. Jeremy has over 15 years of experience in the financial service industry, including various positions in investment management, insurance advisory, financial planning and banking.
A client’s financial needs go far beyond just investments. Worthwhile goals take time and planning to reach.
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