Marc Furlotte, CPA, CA
Senior Wealth Advisor
Marc Furlotte, CPA, CA, has extensive experience in working with both institutional and retail investors. He currently works with approximately 150 high net worth families and institutions. His work for these families and organizations has encompassed Investment Policy setting, asset allocation strategies, and individual stock and bond selections.
Marc is a graduate of St. Francis Xavier University with over 40 years’ experience in the financial industry, including 20 years with a national accounting firm, and the past 22 years with CIBC Wood Gundy.
Marc’s investment philosophy focuses on preserving investment capital through proper asset allocation, and selection of quality investments with a value bias. Essentially, he looks to acquire shares in companies that have been around for a long period of time, have good balance sheets, and pay dividends. He takes a long-term view and generally holds securities for long periods of times; thereby not missing opportunities by getting in and out of securities on a frequent basis.
Tim Hughes, CFA
Senior Wealth Advisor
Portfolio Manager
Tim started his investment career with CIBC Wood Gundy in 2006. He holds the Chartered Financial Analyst (CFA) designation as well as credentials from the Canadian Securities Institute. He is a graduate of St. Mary's University with a Bachelor of Commerce degree, major in finance. As a qualified CIBC Wood Gundy Portfolio Manager, he designs portfolios reflecting various investment styles for the exclusive use of his clients. The Portfolio Manager designation requires the successful completion of industry courses, a number of years of experience in the industry. In addition to these requirements, CIBC Wood Gundy has its own standards for Portfolio Managers.
Tim’s focus is the relationship, learning about and from his client’s and building trust with them. Working together with our clients allows us to be engaged with their goals, comfort levels and what really matters to them.
Mitch Maltby
Wealth Advisor
Mitch began his career in the investment industry in 2018 as a Client Associate, where he supported Investment Advisors. From 2021 to 2024, he served as the Special Advisor to the Minister of Economic Development, developing valuable experience and knowledge in government, economics and policy. With a strong foundation in both financial services and government, Mitch combines his technical expertise with a talent for building and maintaining meaningful client relationships.
A graduate of Saint Mary’s University with a Bachelor of Commerce degree, Mitch has further developed his knowledge by completing various industry courses. His commitment to continuous professional development reflects his dedication to providing high-quality service to his clients.
Amanda Poirier
Client Associate
Amanda has worked with CIBC and predecessor firms since 1998. She holds credentials with the Canadian Securities Institute. As part of the team, she is responsible for making the client experience seamless and provides peace of mind with your administrative inquiries. She provides prompt, courteous service to all our clients and keeps them informed of any actions taken in their accounts. Her role includes client statements, document preparation, new account openings and the preparation of performance reviews. Amanda also liaises with our clients and their accountants in tax preparation.
Terri MacPhail
Client Associate
Terri has been a Client Associate with CIBC Wood Gundy since 2003, joining the team just recently. She holds a Bachelor of Business Administration from Mount Saint Vincent University in Halifax as well as having completed the Canadian Securities Course, which allows Terri to provide live quotes and accept trading instructions from our clients during market hours. Prior to working at CIBC Wood Gundy she spent 10 years with the provincial Department of Finance.
Marc Furlotte, CPA, CA
Marc Furlotte, CPA, CA, has extensive experience in working with both institutional and retail investors. He currently works with approximately 150 high net worth families and institutions. His work for these families and organizations has encompassed Investment Policy setting, asset allocation strategies, and individual stock and bond selections.
Marc is a graduate of St. Francis Xavier University with over 40 years’ experience in the financial industry, including 20 years with a national accounting firm, and the past 22 years with CIBC Wood Gundy.
Marc’s investment philosophy focuses on preserving investment capital through proper asset allocation, and selection of quality investments with a value bias. Essentially, he looks to acquire shares in companies that have been around for a long period of time, have good balance sheets, and pay dividends. He takes a long-term view and generally holds securities for long periods of times; thereby not missing opportunities by getting in and out of securities on a frequent basis.
Tim Hughes, CFA
Tim started his investment career with CIBC Wood Gundy in 2006. He holds the Chartered Financial Analyst (CFA) designation as well as credentials from the Canadian Securities Institute. He is a graduate of St. Mary's University with a Bachelor of Commerce degree, major in finance. As a qualified CIBC Wood Gundy Portfolio Manager, he designs portfolios reflecting various investment styles for the exclusive use of his clients. The Portfolio Manager designation requires the successful completion of industry courses, a number of years of experience in the industry. In addition to these requirements, CIBC Wood Gundy has its own standards for Portfolio Managers.
Tim’s focus is the relationship, learning about and from his client’s and building trust with them. Working together with our clients allows us to be engaged with their goals, comfort levels and what really matters to them.
Mitch Maltby
Mitch began his career in the investment industry in 2018 as a Client Associate, where he supported Investment Advisors. From 2021 to 2024, he served as the Special Advisor to the Minister of Economic Development, developing valuable experience and knowledge in government, economics and policy. With a strong foundation in both financial services and government, Mitch combines his technical expertise with a talent for building and maintaining meaningful client relationships.
A graduate of Saint Mary’s University with a Bachelor of Commerce degree, Mitch has further developed his knowledge by completing various industry courses. His commitment to continuous professional development reflects his dedication to providing high-quality service to his clients.
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 Morrison and Thomas Elinesky 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.
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.
Lindsay Logie, JD, TEP
Senior Trust and Estate Consultant
As a CIBC Senior Trust and Estate Consultant, 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 different 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.
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.
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 Morrison and Thomas Elinesky 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.
Kate Ross, BA, JD
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.
Lindsay Logie, JD, TEP
As a CIBC Senior Trust and Estate Consultant, 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 different 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.