CMB Wealth Management

Jim entered the Investment Industry in 1996 after practicing law for ten years. He joined TD Wealth Private Investment Advice in 2006, and has held both advisory and managerial roles with TD. In that time, he has helped to develop one of the most respected advisory practices in the Okanagan valley by building trusted relationships and prioritizing client needs.

As a Portfolio Manager and Investment Advisor, Jim offers comprehensive, fully customized financial strategies and helps coordinate solutions with other team members or TD specialists. For Jim, establishing and maintaining trust is paramount in everything he does, especially as he is qualified to offer discretionary investment management services. In a discretionary managed relationship, the Portfolio Manager is responsible for building and managing the portfolio based on a strict set of rules and guidelines agreed upon with the client. This allows clients who wish for or need to delegate investment decisions the freedom to focus on what’s important to them, knowing that we are committed to represent their best interest.

Jim is a graduate of the University of Alberta, holding a Bachelor of Commerce Degree (Honours) and a Law Degree. He has completed numerous industry courses, holds a Fellow of the Canadian Securities Institute designation and is licensed as a life insurance Advisor with TD Wealth Insurance Services. When Jim isn’t at the office, he enjoys spending his free time with family and enjoying the many things that the Okanagan Valley has to offer including biking, skiing and golfing.

Jim is a part of CMB Wealth Management – a team of like-minded portfolio managers and other financial professionals who communicate clearly, think strategically and act decisively. They have varied backgrounds in law, banking and professional sport, so each team member brings a unique perspective and different experience to your shared endeavour: helping you reach your goals. The team believes that effective wealth strategies are built on a foundation of trust, knowledge and experience. They all appreciate the time and hard work that has gone into creating your wealth and they know how important strong, proactive financial leadership is in ensuring that you continue to reach your goals – particularly as your wealth landscape becomes more complex.

 

CMB Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Andrew has been with TD Bank Group since 2000 in roles ranging from Senior Management to Investment Advice spanning from Vancouver to Toronto. His extensive experience and knowledge of the services and resources available to high net worth clients has proven to be a valuable resource in structuring comprehensive financial and investment solutions. Working closely with clients and their other trusted advisors, Andrew seeks to find practical solutions tailored specifically to each client’s needs. Well respected for his straightforward approach and honest advice, Andrew thinks long-term and acts accordingly.

As a licensed Portfolio Manager, Andrew is able to offer discretionary investment management services as well as traditional non-discretionary investment advice. Andrew is a graduate of the University of British Columbia, holding a Bachelor of Commerce, Finance Degree and graduated as an Academic All Canadian playing NAIA baseball for UBC. He has completed the Canadian Securities Course and the Professional Financial Planning Course, in addition to obtaining the Fellow of the Canadian Securities Institute (FCSI) and the Certified International Wealth Manager (CIWM) designations. Andrew is also licensed as a life insurance Advisor with TD Wealth Insurance Services.  In his free time, Andrew leads an active lifestyle, having recently completed the Whistler Ironman and spends his free time traveling, and enjoying all that the Okanagan has to offer with his young son.

Andrew is a part of CMB Wealth Management – a team of like-minded financial professionals who communicate clearly, think strategically and act decisively. They have varied backgrounds in law, banking and professional sport, so each team member brings a unique perspective and different experience to your shared endeavor: helping you reach your goals. The team believes that effective wealth strategies are built on a foundation of trust, knowledge and experience. They all appreciate the time and hard work that has gone into creating your wealth and they know how important strong, proactive financial leadership is in ensuring that you continue to reach your goals – particularly as your wealth landscape becomes more complex.

  CMB Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Megan joined TD in 2007 after relocating to Kelowna from Saskatchewan. She has held multiple roles within TD.
Most recently, prior to joining CMB Wealth Management, she was a Private Client Service Associate for offices in TD Wealth Private Banking and TD Wealth Private Trust.
Megan is an integral part of the team and holds the Professional Financial Planner designation.

Kristine joined TD Wealth Private Investment Advice when relocating from Vancouver to Kelowna. She has worked in various roles in the investment industry since 1994.
Her extensive experience and knowledge are invaluable to the CMB Wealth Management team. Kristine has completed the Canadian Securities Course, is options licensed and holds the Professional Financial Planner (PFP) designation.

Heather brings 30 years of industry experience to CMB Wealth Management after an extensive career with TD Canada Trust. Her strong attention to details helps ensure our team adhere to internal controls and compliance requirements. Heather has completed her Canadian Securities Course and is dedicated to providing exceptional client service to our clients in their wide range of needs. During her spare time, Heather keeps busy with her family enjoying many of the outdoor activities that the Okanagan has to offer such as camping, kayaking, biking, hiking and snowshoeing.

Jade joined CMB Wealth Management in 2019 after graduating from Okanagan College with a Bachelor of Business Administration as a Finance major.

Jade has completed the Canadian Securities Course and has goals of obtaining a Certified Financial Planner designation. She enjoys the discovery process of getting to know our clients and learning how we can develop and implement strategies to help them achieve their life goals.  
In her spare time, Jade likes to pursue an active lifestyle with activities including hiking, skiing, and biking.