Dan LaCosta, MBA, CIM®
Investment Advisor
Dan was born and raised in Labrador City, Newfoundland. Prior to his career in the financial industry, Dan was fortunate to have had the opportunity to play 5 seasons of professional hockey between the ECHL/AHL/NHL and a season in Europe. After playing professional hockey, which included a stint in the NHL with the Columbus Blue Jackets, Dan decided to move to Fredericton to play hockey with the UNB Reds. During his time at UNB Dan earned a Bachelor of Business Administration degree graduating with honors, and also won a National Championship with the Men's Hockey team in 2013. After his final season with UNB, Dan went on to play one more year in Europe while earning his MBA, graduating with distinction from Cardiff Metropolitan University.
Upon completion of his hockey career, Dan started working for CIBC in 2014 and has held various roles within the Bank. Dan started in a personal banking role and gradually progressed through the Commercial Banking segment. Prior to joining CIBC Wood Gundy in 2023 and becoming an Investment Advisor and licensed Insurance Agent, Dan was the Senior Manager & Team Leader for CIBC’s Mid-Market commercial banking segment for NB & PEI, and was responsible for dealing with a diverse portfolio of private and public sector clients throughout the region. Dan is actively involved in the community between his hockey school and various charities and NFP’s. He and his wife, Katie, have a young son and daughter who all now consider Fredericton to be their home.
Dan LaCosta, MBA, CIM®
Dan was born and raised in Labrador City, Newfoundland. Prior to his career in the financial industry, Dan was fortunate to have had the opportunity to play 5 seasons of professional hockey between the ECHL/AHL/NHL and a season in Europe. After playing professional hockey, which included a stint in the NHL with the Columbus Blue Jackets, Dan decided to move to Fredericton to play hockey with the UNB Reds. During his time at UNB Dan earned a Bachelor of Business Administration degree graduating with honors, and also won a National Championship with the Men's Hockey team in 2013. After his final season with UNB, Dan went on to play one more year in Europe while earning his MBA, graduating with distinction from Cardiff Metropolitan University.
Upon completion of his hockey career, Dan started working for CIBC in 2014 and has held various roles within the Bank. Dan started in a personal banking role and gradually progressed through the Commercial Banking segment. Prior to joining CIBC Wood Gundy in 2023 and becoming an Investment Advisor and licensed Insurance Agent, Dan was the Senior Manager & Team Leader for CIBC’s Mid-Market commercial banking segment for NB & PEI, and was responsible for dealing with a diverse portfolio of private and public sector clients throughout the region. Dan is actively involved in the community between his hockey school and various charities and NFP’s. He and his wife, Katie, have a young son and daughter who all now consider Fredericton to be their home.
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.
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.
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.
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.
Philippe Froundjian, B.Comm., CFA
Managing Director, CIBC Mid-Market Investment Banking
Philippe heads the Quebec MMIB practice at CIBC, where he is responsible to source and execute divestiture, acquisition and private placement mandates for mid-market companies located between Ottawa and Newfoundland
Philippe has over 22 years of mid-market M&A and corporate finance experience at CIBC, and has been involved in structuring and executing more than 100 Canadian and cross-border M&A and capital raising for private mid-market companies.
Prior to joining CIBC, he was at a leading independent economic publication firm where he was responsible for providing investment research on the G-10 countries. Philippe holds a Bachelor of Commerce degree from Concordia University with Distinction and is a CFA charterholder.
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.
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.
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.
Struan Smith, LLB, TEP
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.
Philippe Froundjian, B.Comm., CFA
Philippe heads the Quebec MMIB practice at CIBC, where he is responsible to source and execute divestiture, acquisition and private placement mandates for mid-market companies located between Ottawa and Newfoundland
Philippe has over 22 years of mid-market M&A and corporate finance experience at CIBC, and has been involved in structuring and executing more than 100 Canadian and cross-border M&A and capital raising for private mid-market companies.
Prior to joining CIBC, he was at a leading independent economic publication firm where he was responsible for providing investment research on the G-10 countries. Philippe holds a Bachelor of Commerce degree from Concordia University with Distinction and is a CFA charterholder.