SOMMER FRANCIS FINANCIAL GROUP - Key Persons
Job Titles:
- Estate Planning Specialist
Aleks is dedicated to providing outstanding support in the areas of insurance and estate planning and works with clients to create strategies that build and protect their wealth. Aleks studied at BCIT specializing in marketing and business management before he joined CIBC Wood Gundy in 2010. Aleks has been working towards completing his CFP and CLU designations.
Job Titles:
- CIM
- Senior Wealth Advisor, Portfolio Manager
Bryan, who is proudly carrying on the family tradition within the financial services industry, has over 10 years of experience as a professional accountant and Portfolio Manager. With the Chartered Professional Accountant (CPA CA), Certified Financial Planner (CFP) and Chartered Investment Manager (CIM®) designations, Bryan is well versed in assisting clients with their tax, retirement and estate planning needs.
Bryan was the proud award recipient in the category of Best Financial Advisor in South Surrey/White Rock by the Reader's Choice Awards for 2016, 2017 and 2018 - Best of the Peninsula's PeaceArch News.
Born and raised in White Rock/South Surrey, Bryan is dedicated to helping his community. This is demonstrated by his involvement as an area leader with CPA Canada's Financial Literacy program, his previous position as a voting member on the White Rock Economic Investment Committee, and as Vice-President on the Board of Director for Sources Community Resource Centres. Outside of work and volunteering, Bryan enjoys spending time with his wife and kids, skiing, golfing, playing tennis and traveling the world.
Job Titles:
- Managing Director and Head of Portfolio Strategy, Quantitative and Technical Research
Ian de Verteuil has close to 30 years of experience on the buy- and sell-side of the investment business. He started with a Canadian equities and debt securities dealer in 1987, and over his career as an equity analyst covered a variety of sectors.
Job Titles:
- CIBC 's Tax Expert
- Managing Director Tax and Estate Planning
As CIBC's tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Joanna is originally from South Africa where she graduated with a Bachelors degree in Financial and Investment Management and was a practicing Certified Financial Planner®. She is passionate about continued learning and furthering the recognition of financial planning as a profession. During her time off, she will be found out and about with her daughter and husband.
Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.
Job Titles:
- Private Banking Advisor
- Senior Trust and Estate Consultant
Wendy's passionate about helping her clients and starts by understanding her clients' financial goals whether it's cash and credit management, investments or planning, and develops services customized to their unique needs. She works with highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help clients achieve their financial goals.