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.

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 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.