Jeremy Wood, CIM
Jeremy is a finance major and graduate of Acadia University in 2014. After graduation, he started his career in banking and did a short stint in retail banking. He also spent a number of years in commercial banking, before joining CIBC Wood Gundy in 2020 as an Investment Advisor.
Jeremy has detailed knowledge of CIBC and its resources. He can help you with all your banking by working with you himself or by referring you to one of his trusted partners. Jeremy is also qualified to provide insurance products. He has built his reputation and business by offering unparalleled service and a one stop shop for all CIBC has to offer.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Matthew Wood, B.B.A., CFP
As a Senior Private Banking Advisor, Matthew cares about his clients and is passionate about helping them achieve their financial goals.
Matthew and his associate manage clients’ day-to-day banking, investment and savings, cash and credit management, and work closely with their other advisors to support their goals.
Matthew's clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team through our level of highly personalized attention and service.
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.
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.
Doreen Malone, CPA, CA, CFP®, FEA
With over 30 years of experience in the financial services and arts sector, Doreen provides financial planning advice to high net worth and ultra-high net worth clients. Leveraging her extensive industry experience and always acting with integrity, she facilitates a client centric process that prioritizes listening and empathy to provide a positive experience which empowers clients to confidently take action.
Doreen is a Chartered Professional Accountant (CA); a Certified Financial Planner; and a Family Enterprise Advisor.
Matthew Wood, B.B.A., CFP
Senior Private Banking Advisor
As a Senior Private Banking Advisor, Matthew cares about his clients and is passionate about helping them achieve their financial goals.
Matthew and his associate manage clients’ day-to-day banking, investment and savings, cash and credit management, and work closely with their other advisors to support their goals.
Matthew's clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team through our level of highly personalized attention and service.
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.
Doreen Malone, CPA, CA, CFP®, FEA
Senior Wealth Strategist
With over 30 years of experience in the financial services and arts sector, Doreen provides financial planning advice to high net worth and ultra-high net worth clients. Leveraging her extensive industry experience and always acting with integrity, she facilitates a client centric process that prioritizes listening and empathy to provide a positive experience which empowers clients to confidently take action.
Doreen is a Chartered Professional Accountant (CA); a Certified Financial Planner; and a Family Enterprise Advisor.