Alexander Naish, CIM®, CFP®
Alex has a Bachelor of Commerce with a concentration in Finance from McMaster University. He also holds the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP) designations which allow him to provide sophisticated and complex financial planning that is individualized for each clients unique needs.
With over 15 years of experience in financial services, Alex specializes in portfolio design, investment management, options, insurance and financial planning. He provides retirement advice, legacy planning, tax and estate planning, and business transition planning solutions. As an advisor working with professionals, families, and business owners he provides an all-encompassing approach to the management of clients’ personal and professional wealth not only for today but for future generations.
Outside of the office, Alex loves traveling with his wife and 3 boys, volunteering in the community, as well as both playing and coaching soccer.
Nicole Naish
After graduating from Mount Allison University with a Bachelor of Commerce Degree, Nicole joined the National Investment Team in Ottawa working in commercial real estate with overseas holding companies, REITs, and pension funds.
After moving back to Atlantic Canada and aligning herself with Canada’s leading wealth management firm, Nicole has continued to pursue her passion in working with businesses and families helping them reach their investment and financial planning goals. She is known for her compassionate, thoughtful approach to wealth management as she aims to understand her client’s struggles and dreams. Through her detailed process she takes a holistic approach to the management of clients’ personal and professional wealth by employing strategies focused on consistent, long-term growth and capital preservation.
Outside the office Nicole spends time with her husband and their three boys. As a family they volunteer for numerous groups in the community and enjoy being active.
Karen Hari
Karen began her career with CIBC Wood Gundy in her home town of Toronto where her first role was as an assistant on the trading floor. As her interest in private wealth grew, Karen sought out opportunities on the equity research side of the business. She joined the Investment Strategy Group where she held positions as an Equity Research Assistant and Equity Research Associate. Karen also gained experience through her role as a Marketing Consultant with the Marketing and Communications team.
In 2012, Karen moved with her family to Moncton. After a short hiatus raising her two daughters Chloe and Ella, she joined the Moncton branch as Branch Coordinator/Associate. She is registered with CIRO as an Investment Representative, and is working towards further accreditation.
Outside the office Karen enjoys spending time with her family, travelling, and being active.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
David Lordon, CIM, CFP®
Financial Planning Specialist
Dave has been in the financial services industry for over 25 years. His main focus in the industry has always been financial planning, and he has experience as an investment advisor and as a product specialist. He prides himself on empowering clients with the confidence to make informed financial decisions. He has a strong interest in giving back to his community, and is past president of the Greater Moncton Progress Club. He has past and recurring involvement with the Georges Dumont Hospital Foundation and JDRF.
Bruce Morrison
Estate Planning Specialist
Bruce believes that the key to working successfully with clients is talking to them, not just about their needs, but also their life objectives and how insurance can assist them in the achievement of their goals. Prior to joining CIBC Wood Gundy, Bruce was with a leading insurance company where he was the Director of Sales for National Accounts. In addition to his sales and management roles, he also brings experience from the actuarial side of the desk. This perspective allows him to have a deeper understanding in dealing with insurance needs. Bruce brings with him a strong analytical and mathematical background, having earned his MSc. in Mathematics from Dalhousie University.
Thomas Elinesky
Estate Planning Specialist
Thomas is a proponent of wealth management and believes that the key to successful financial planning is listening to clients’ needs and life objectives with a focus on how the use of life insurance can assist them in achieving their goals. He previously worked at one of the most successful independent financial planning firms where he primarily provided estate planning and retirement solutions. In addition to his sales and client relationship experience, Thomas also worked with one of the largest insurance companies on the product service and development side allowing him to build in-depth knowledge of current and past insurance products.
Struan Smith, LLB, TEP
Director, Trust & Estates
As Director, Trust & Estates, I realize the importance of knowing your personal and financial affairs are in order. My goal is to provide you and your family with confidence and peace of mind regarding your estate plan. Administering an estate, trust, or acting as an attorney for property is time consuming and requires a knowledge of many specialized areas. My team and I have the expertise to execute or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.
David Lordon, CIM, CFP®
Dave has been in the financial services industry for over 25 years. His main focus in the industry has always been financial planning, and he has experience as an investment advisor and as a product specialist. He prides himself on empowering clients with the confidence to make informed financial decisions. He has a strong interest in giving back to his community, and is past president of the Greater Moncton Progress Club. He has past and recurring involvement with the Georges Dumont Hospital Foundation and JDRF.
Bruce Morrison
Bruce believes that the key to working successfully with clients is talking to them, not just about their needs, but also their life objectives and how insurance can assist them in the achievement of their goals. Prior to joining CIBC Wood Gundy, Bruce was with a leading insurance company where he was the Director of Sales for National Accounts. In addition to his sales and management roles, he also brings experience from the actuarial side of the desk. This perspective allows him to have a deeper understanding in dealing with insurance needs. Bruce brings with him a strong analytical and mathematical background, having earned his MSc. in Mathematics from Dalhousie University.
Thomas Elinesky
Thomas is a proponent of wealth management and believes that the key to successful financial planning is listening to clients’ needs and life objectives with a focus on how the use of life insurance can assist them in achieving their goals. He previously worked at one of the most successful independent financial planning firms where he primarily provided estate planning and retirement solutions. In addition to his sales and client relationship experience, Thomas also worked with one of the largest insurance companies on the product service and development side allowing him to build in-depth knowledge of current and past insurance products.