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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

BPS Wealth Management

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  • Meet The Team
  • Philanthropy
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    • Market Viewpoints
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  • Contact us

Meet The Team

Address 1055 Dunsmuir Street Suite 2434 Vancouver BC, V7X 1K8
Telephone Number (604) 691-7244
Email Email us
Email Email
Telephone Number Tel

BPS Wealth Management

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Tom Porteous

Tom Porteous, BA, CIM

Senior Wealth Advisor

Portfolio Manager

Tel:

(604) 331-5147

Email:

tom.porteous@cibc.ca

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 Southam

Eric Southam, CIM, FCSI

Senior Wealth Advisor

Portfolio Manager

Tel:

(604) 806-5565

Email:

eric.southam@cibc.ca

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 Fitch

Jay Fitch, B.B.A., CFP, CIM, FCSI

Wealth Advisor

Portfolio Manager

Tel:

(604) 661-7740

Email:

jay.fitch@cibc.ca

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 Lee

Cheryl Lee, B.Comm.

Client Associate

Tel:

(604) 661-7713

Email:

cheryl.lee@cibc.ca

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.

Jason Bhangoo

Jason Bhangoo

Financial Associate

Tel:

(604) 661-2390

Email:

jason.bhangoo@cibc.ca

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 Levy

Emi Levy, BA

Client Associate

Tel:

(604) 806-5584

Email:

emi.levy@cibc.ca

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.

Tom Porteous

Tom Porteous, BA, CIM

Senior Wealth Advisor
Portfolio Manager
(604) 331-5147
tom.porteous​@cibc.ca

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 Southam

Eric Southam, CIM, FCSI

Senior Wealth Advisor
Portfolio Manager
(604) 806-5565
eric.southam​@cibc.ca

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 Fitch

Jay Fitch, B.B.A., CFP, CIM, FCSI

Wealth Advisor
Portfolio Manager
(604) 661-7740
jay.fitch​@cibc.ca

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 Lee

Cheryl Lee, B.Comm.

Client Associate
(604) 661-7713
cheryl.lee​@cibc.ca

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.

Jason Bhangoo

Jason Bhangoo

Financial Associate
(604) 661-2390
jason.bhangoo​@cibc.ca

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 Levy

Emi Levy, BA

Client Associate
(604) 806-5584
emi.levy​@cibc.ca

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.

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


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