Bryden Robertson
Investment Advisor
Concentrating on the financial and investment needs of high net worth individuals and small businesses, Bryden helps his clients develop strategies to manage their personal and corporate finances. Stressing a long term approach to investing, he emphasizes financial planning to help his clients determine their needs for the future.
A graduate of Dalhousie University, Bryden is an active member of his community and currently serves as a board member with Alderney Landing and Bonny Lea Farm. Outside of work Bryden is a avid sailor, golfer and enjoys spending time with family.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Lindsay Logie, JD
Senior Trust and Estate Consultant
Lindsay Logie is a Senior Trust & Estate Consultant with CIBC Trust Corporation. Lindsay provides will, trust and estate planning solutions to high net-worth individuals from across Nova Scotia. Born and raised in Halifax, Lindsay graduated with a Bachelor of Arts degree from the University of King’s College, before going on to obtain her law degree from Dalhousie University. Lindsay practiced law in Halifax for several years before joining CIBC Private Wealth Management, and is a member of the Halifax Estate Planning Council and the Society of Trust and Estate Practitioners (STEP).
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.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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.
Jeremy Ma, CFP, CFA, FMA
Wealth strategist
Jeremy uses his knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, he takes an in-depth approach to understanding our clients’ unique situation and provides comprehensive financial planning advice and recommendations on retirement planning, succession planning, tax efficiency as well as estate and trust planning. Jeremy has over 15 years of experience in the financial service industry, including various positions in investment management, insurance advisory, financial planning and banking.