Investment Advisor, Vice-President
Toll Free: +1 (888) 672-0922
Fax: (250) 338-2320
Meet The Team
As an Investment Advisor with over 22 years experience in the financial services industry, Rick specializes in financial planning for affluent individuals and small business owners to ensure their investment planning is geared towards their risk tolerance level, investment goals and cash flow requirements. At CIBC since 1989, Rick was appointed Vice-President in 1994.
Jack Rekis is the Estate Planning Specialist at CIBC Wood Gundy based in Victoria. As an accountant he has a background in tax and 20 years in financial services. He built a tax practice in Kelowna, B.C. where he developed an appetite for financial planning for retirees. Jack has been a securities investment advisor and more recently the BC director of a Canadian life insurance company where he also worked with the tax and estate focus group, developing annuity income and estate strategies. He is a member of the Society of Management Accountants of BC. "I believe life insurance and annuities have an important role in Estate Planning, which is the efficient distribution of your final assets in a way that minimizes income taxes. In other words, less money paid to CRA and more for your heirs. This is where life insurance and annuities fit like a glove". Outside the office, Jack enjoys tennis, family and travel.