Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
  • Français
Français
  • Home
  • About us
  • Services
  • Market insights
  • Contact us
  • Blog
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Deacon Financial Management Group

  • Home
  • About us
  • Services
  • Market insights
  • Contact us
  • Blog

About us

Address 24 Harbourside Dr 8 Wolfville NS, B4P 2C1
Telephone Number (902) 542-0982
Email Email us
Email Email
Telephone Number Tel

About us

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
Previous Next
headshot

David Deacon, BA (Hons) Economics, CIM®

Senior Wealth Advisor

Portfolio Manager

Tel:

(902) 542-0982

Email:

david.deacon@cibc.com

  • Facebook
  • Linkedin

Originally from Prince Edward Island, David Deacon has worked in finance for over 40 years. He takes a comprehensive, solution-focused approach to wealth management, working closely with his clients on all aspects of their financial situation.

By looking at each client’s personal and professional finances in depth, he is able to identify both opportunities and potential challenges, addressing the latter through strategic, innovative wealth management solutions. This thorough, collaborative approach ensures that each client receives a very high level of service that is personalized to reflect their goals.

A graduate of Dalhousie University, David holds a BA in Economics. He has his CIM® (Certified Investment Manager) designation, is a fellow of the Canadian Securities Institute and is insurance licensed.

David resides in the Wolfville area with his wife of many years and the youngest of their three children. His oldest, Caroline is a graduate of the Nova Scotia college of Art and Design (NSCA). John attended, and played hockey for the University of Ottawa. Blake currently attends and plays hockey for, Buffalo State University. In his spare time, David indulges his passion for antique cars and enjoys biking, hiking, kayaking, playing guitar and spending time with his family.

He is proud to be a part of an annual bike ride in Europe which raises money for Wounded Warriors Canada, an organization which supports veterans and first responders suffering from PTSD.

headshot

Shari Prime, CIM®

Associate Wealth Advisor

Associate Portfolio Manager

Tel:

(902) 542-6164

Email:

shari.prime@cibc.com

  • Facebook
  • Linkedin

Shari Prime is a seasoned professional in the financial industry with over 15 years of experience. Her journey began in banking back in 2005, and since 2012 she has delved into the intricate world of Wealth Management. Collaborating closely with David since 2016 has been an enriching experience, allowing her to hone her diverse knowledge and expertise.

As an Associate Wealth Advisor Shari is fueled by passion and driven by a relentless pursuit of excellence. Holding the prestigious CIM® (Certified Investment Manager) designation is a testament to her commitment to mastery in the field. She takes immense pride in going above and beyond for her clients, ensuring that their financial aspirations are not just met but exceeded.

Shari’s client-centric approach sets her apart – she believes that understanding individual needs is paramount to crafting tailored solutions. Guiding clients towards their financial goals brings her immense joy and she is dedicated to making a meaningful difference in their lives through sound advice and unwavering support.

Shari was born in New Brunswick and has now lived in Nova Scotia for over 30 years. She resides in the Annapolis Valley with her husband as well as her parents, who live in a “granny suite” within the family home. Shari has two grown sons of whom she will happily boast, given the smallest opportunity. She loves to travel and enjoys movies, music, reading fiction, and cooking for family and friends when given the opportunity. In her spare time, she enjoys an active lifestyle that includes biking, hiking, golf and especially time with her family.

headshot

William Thibeau

Administrative Assistant

Tel:

(902) 678-6163

Email:

william.thibeau@cibc.com

Brad, born and raised in Yarmouth, Nova Scotia, is a recent graduate from Acadia University with a degree in finance.  Using his analytical and critical thinking skills he assists the team with administrative support and brings a high level of attention to detail in his role.

 

Brad has a passion for learning. In everything, he strives for excellence and is an asset for the team/clients alike.

David Deacon, BA (Hons) Economics, CIM®

Senior Wealth Advisor
Portfolio Manager
(902) 542-0982
Opens in your telephone provided application.
david.deacon​@cibc.com
Opens in your email provided application.
Facebook Linkedin
Opens in a new tab.

Originally from Prince Edward Island, David Deacon has worked in finance for over 40 years. He takes a comprehensive, solution-focused approach to wealth management, working closely with his clients on all aspects of their financial situation.

By looking at each client’s personal and professional finances in depth, he is able to identify both opportunities and potential challenges, addressing the latter through strategic, innovative wealth management solutions. This thorough, collaborative approach ensures that each client receives a very high level of service that is personalized to reflect their goals.

A graduate of Dalhousie University, David holds a BA in Economics. He has his CIM® (Certified Investment Manager) designation, is a fellow of the Canadian Securities Institute and is insurance licensed.

David resides in the Wolfville area with his wife of many years and the youngest of their three children. His oldest, Caroline is a graduate of the Nova Scotia college of Art and Design (NSCA). John attended, and played hockey for the University of Ottawa. Blake currently attends and plays hockey for, Buffalo State University. In his spare time, David indulges his passion for antique cars and enjoys biking, hiking, kayaking, playing guitar and spending time with his family.

He is proud to be a part of an annual bike ride in Europe which raises money for Wounded Warriors Canada, an organization which supports veterans and first responders suffering from PTSD.

Shari Prime, CIM®

Associate Wealth Advisor
Associate Portfolio Manager
(902) 542-6164
Opens in your telephone provided application.
shari.prime​@cibc.com
Opens in your email provided application.
Facebook Linkedin
Opens in a new tab.

Shari Prime is a seasoned professional in the financial industry with over 15 years of experience. Her journey began in banking back in 2005, and since 2012 she has delved into the intricate world of Wealth Management. Collaborating closely with David since 2016 has been an enriching experience, allowing her to hone her diverse knowledge and expertise.

As an Associate Wealth Advisor Shari is fueled by passion and driven by a relentless pursuit of excellence. Holding the prestigious CIM® (Certified Investment Manager) designation is a testament to her commitment to mastery in the field. She takes immense pride in going above and beyond for her clients, ensuring that their financial aspirations are not just met but exceeded.

Shari’s client-centric approach sets her apart – she believes that understanding individual needs is paramount to crafting tailored solutions. Guiding clients towards their financial goals brings her immense joy and she is dedicated to making a meaningful difference in their lives through sound advice and unwavering support.

Shari was born in New Brunswick and has now lived in Nova Scotia for over 30 years. She resides in the Annapolis Valley with her husband as well as her parents, who live in a “granny suite” within the family home. Shari has two grown sons of whom she will happily boast, given the smallest opportunity. She loves to travel and enjoys movies, music, reading fiction, and cooking for family and friends when given the opportunity. In her spare time, she enjoys an active lifestyle that includes biking, hiking, golf and especially time with her family.

William Thibeau

Administrative Assistant
(902) 678-6163
Opens in your telephone provided application.
william.thibeau​@cibc.com
Opens in your email provided application. Opens in a new tab.

Brad, born and raised in Yarmouth, Nova Scotia, is a recent graduate from Acadia University with a degree in finance.  Using his analytical and critical thinking skills he assists the team with administrative support and brings a high level of attention to detail in his role.

 

Brad has a passion for learning. In everything, he strives for excellence and is an asset for the team/clients alike.

 

Our partners

We partner with CIBC experts to help address all of your wealth needs.

 
Previous Next
Craig Merriam

Craig Merriam, TEP, CFP®, FMA, RRC, BA, MPA

Financial Planning Specialist

Craig’s been advising affluent families and business owners for over 20 years to create holistic, personalized, wealth plans. As an experienced, accredited professional and skilled communicator, Craig works closely with you and your

trusted advisors, taking the time to understand what’s important to you and your family, now and in the future. He’s earned BA and Master of Public Administration degrees from Dalhousie University. With his passion for planning

and experience, Craig can answer your unique questions, the nexus of any Wealth Plan.

Heather Latta

Heather Latta, CFP®, TEP, CLU, HBA

Financial Planning Specialist

Heather makes your wealth planning experience clear, meaningful, and enjoyable. Her guidance is backed up with her multiple planning designations and 14 years experience in the industry. This time was spent collaborating with accountants, lawyers, and other professionals on personal wealth plans for over 500 of Nova Scotia's wealthiest families and business owners. Away from work Heather goes on adventures with her school-aged kid, scores soccer goals, and challenges you to a friendly board game.

Kate Ross

Kate Ross, BA, JD

Senior Trust and Estate Consultant

As a Senior Trust and Estate Consultant, I believe that a key component of any wealth management plan is estate planning which provides you and your family with confidence and peace of mind by protecting you, your family, your assets, and preserving your legacy. 

For complex estate and trust issues, I can draw on the expertise of my Cl BC partners, recommend external professionals and help develop solutions and coordinate communication. 

Administering an estate or trust or acting as an attorney for property is time consuming and requires knowledge of many different areas. My team and I have the expertise to execute or assist others to execute those roles effectively and efficiently, relieving the burden of administration from loved ones and allowing them to focus on what matters most. 

Bruce and Thomas

Morrison & Elinesky Estate Planning Group

When clients are approached with the topic of Estate Planning, they are often given complex, overwhelming proposals causing them to be more confused regarding their estate plan than when they first initiated the process. Our primary goal is to ensure clients are comfortable and confident in the decisions they make. Creating peace of mind for our clients drives our business philosophy. Bruce and Thomas have a combined 35+ years of experience and have been working together at CIBC Wood Gundy since 2012, with a particular focus on implementing insurance strategies to help maximize one’s tax and estate plan.


With Bruce’s Actuarial and sales background coupled with Thomas’s vast experience in product service & development, our team is able to provide clients with a deeper understanding of insurance needs and products.

Heather Latta

Heather Latta, CFP®, TEP, CLU, HBA

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Heather makes your wealth planning experience clear, meaningful, and enjoyable. Her guidance is backed up with her multiple planning designations and 14 years experience in the industry. This time was spent collaborating with accountants, lawyers, and other professionals on personal wealth plans for over 500 of Nova Scotia's wealthiest families and business owners. Away from work Heather goes on adventures with her school-aged kid, scores soccer goals, and challenges you to a friendly board game.

Kate Ross

Kate Ross, BA, JD

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As a Senior Trust and Estate Consultant, I believe that a key component of any wealth management plan is estate planning which provides you and your family with confidence and peace of mind by protecting you, your family, your assets, and preserving your legacy. 

For complex estate and trust issues, I can draw on the expertise of my Cl BC partners, recommend external professionals and help develop solutions and coordinate communication. 

Administering an estate or trust or acting as an attorney for property is time consuming and requires knowledge of many different areas. My team and I have the expertise to execute or assist others to execute those roles effectively and efficiently, relieving the burden of administration from loved ones and allowing them to focus on what matters most. 

Bruce and Thomas

Morrison & Elinesky Estate Planning Group

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

When clients are approached with the topic of Estate Planning, they are often given complex, overwhelming proposals causing them to be more confused regarding their estate plan than when they first initiated the process. Our primary goal is to ensure clients are comfortable and confident in the decisions they make. Creating peace of mind for our clients drives our business philosophy. Bruce and Thomas have a combined 35+ years of experience and have been working together at CIBC Wood Gundy since 2012, with a particular focus on implementing insurance strategies to help maximize one’s tax and estate plan.


With Bruce’s Actuarial and sales background coupled with Thomas’s vast experience in product service & development, our team is able to provide clients with a deeper understanding of insurance needs and products.

Craig Merriam

Craig Merriam, TEP, CFP®, FMA, RRC, BA, MPA

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Craig’s been advising affluent families and business owners for over 20 years to create holistic, personalized, wealth plans. As an experienced, accredited professional and skilled communicator, Craig works closely with you and your

trusted advisors, taking the time to understand what’s important to you and your family, now and in the future. He’s earned BA and Master of Public Administration degrees from Dalhousie University. With his passion for planning

and experience, Craig can answer your unique questions, the nexus of any Wealth Plan.

Heather Latta

Heather Latta, CFP®, TEP, CLU, HBA

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Heather makes your wealth planning experience clear, meaningful, and enjoyable. Her guidance is backed up with her multiple planning designations and 14 years experience in the industry. This time was spent collaborating with accountants, lawyers, and other professionals on personal wealth plans for over 500 of Nova Scotia's wealthiest families and business owners. Away from work Heather goes on adventures with her school-aged kid, scores soccer goals, and challenges you to a friendly board game.

Kate Ross

Kate Ross, BA, JD

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As a Senior Trust and Estate Consultant, I believe that a key component of any wealth management plan is estate planning which provides you and your family with confidence and peace of mind by protecting you, your family, your assets, and preserving your legacy. 

For complex estate and trust issues, I can draw on the expertise of my Cl BC partners, recommend external professionals and help develop solutions and coordinate communication. 

Administering an estate or trust or acting as an attorney for property is time consuming and requires knowledge of many different areas. My team and I have the expertise to execute or assist others to execute those roles effectively and efficiently, relieving the burden of administration from loved ones and allowing them to focus on what matters most. 

Bruce and Thomas

Morrison & Elinesky Estate Planning Group

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

When clients are approached with the topic of Estate Planning, they are often given complex, overwhelming proposals causing them to be more confused regarding their estate plan than when they first initiated the process. Our primary goal is to ensure clients are comfortable and confident in the decisions they make. Creating peace of mind for our clients drives our business philosophy. Bruce and Thomas have a combined 35+ years of experience and have been working together at CIBC Wood Gundy since 2012, with a particular focus on implementing insurance strategies to help maximize one’s tax and estate plan.


With Bruce’s Actuarial and sales background coupled with Thomas’s vast experience in product service & development, our team is able to provide clients with a deeper understanding of insurance needs and products.

Craig Merriam

Craig Merriam, TEP, CFP®, FMA, RRC, BA, MPA

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Craig’s been advising affluent families and business owners for over 20 years to create holistic, personalized, wealth plans. As an experienced, accredited professional and skilled communicator, Craig works closely with you and your

trusted advisors, taking the time to understand what’s important to you and your family, now and in the future. He’s earned BA and Master of Public Administration degrees from Dalhousie University. With his passion for planning

and experience, Craig can answer your unique questions, the nexus of any Wealth Plan.

Heather Latta

Heather Latta, CFP®, TEP, CLU, HBA

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Heather makes your wealth planning experience clear, meaningful, and enjoyable. Her guidance is backed up with her multiple planning designations and 14 years experience in the industry. This time was spent collaborating with accountants, lawyers, and other professionals on personal wealth plans for over 500 of Nova Scotia's wealthiest families and business owners. Away from work Heather goes on adventures with her school-aged kid, scores soccer goals, and challenges you to a friendly board game.

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.