Tom has worked as a financial advisor since 1988. He is passionate about providing exceptional client service and is very active in the philanthropic community. Tom is a long-time partner of Social Venture Partners Vancouver and he is currently the Chairman of the Boston Pizza Foundation Invitational Golf Tournament. Tom lives in Tsawwassen with his wife and three children, and on the weekends he can be found watching or coaching his kids at various soccer fields, lacrosse boxes, ball diamonds, and hockey rinks throughout the Lower Mainland.

Eric has worked in the financial services industry since 1995. He focuses on the financial and investment needs of successful individuals, trusts and foundations. Eric stresses a long-term approach to investment planning utilizing a proven asset allocation strategy and stock picking process.
He holds the Certified Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI). Eric is a graduate of Concordia University and is married with two children.

Jay has worked in the investment industry since 2007. He holds a Bachelor of Business Administration Degree with honours from the British Columbia Institute of Technology with majors in Financial Planning and Accounting. In 2010, he earned the Certified Financial Planners (CFP) and Chartered Investment Manager (CIM) designations. Jay is an avid mountain biker, hiker and snowboarder. He lives in North Vancouver with his wife and their children.

Cheryl graduated with a Bachelor of Commerce from the University of BC in 1999. Prior to joining CIBC Wood Gundy in February 2000, Cheryl spent three years working in banking. Cheryl’s experience and comprehensive understanding of financial systems will allow her to assist you and answer any questions you may have. Cheryl lives in Vancouver with her husband Charles, their son Clayton and daughter Lauryn.

With two years at the British Columbia Institute of Technology in the Financial Management program and four years in customer service before joining CIBC Wood Gundy in 2007, Jason works closely with clients to meet all their service and administrative needs. Jason’s responsibilities include everything from trading, investment research, implementing investment strategies, and portfolio administration and performance reporting. Jason is an avid sports fan and lives in Port Coquitlam with his wife Bal and their son Zail.

Emi is a graduate from the University of British Columbia with a focus in Psychology. She brings several years of client-focused service and account administration experience, with a keen eye for attention to detail. Her broad understanding of account-related needs will always be attended to in a timely and efficient manner. Some of her responsibilities include opening and maintaining client accounts, preparing materials for portfolio reviews, and ensuring that your requests are met with care and accuracy. Emi lives by False Creek in Vancouver with her husband, Kevin and they enjoy keeping active by chasing around their toddler son, Teddy.

Kirstin began her career in the financial services industry in 2007 in her hometown of White Rock, BC. Before returning home to the west coast in Vancouver in 2016, Kirstin lived and worked across Canada with a full-service investment firm’s Toronto and Montreal offices; experience which has garnered her a wide range of administrative and industry proficiency.

Vital in orchestrating day-to-day activity, Kirstin supports management and advisory decisions by keeping all parties informed and embodies a level of transparency that clients know and trust.