Chris James, CPA, CA
Chris is a lifelong resident of Fredericton and holds a Bachelor of Administration degree, with honours in Accounting, from the University of New Brunswick. After university, he obtained his Chartered Accountant designation and was named to the Graduate Advisory Council of the Atlantic School of Chartered Accountancy. Chris worked for eight years in audit, tax and advisory services within the accounting industry. He spent the next two and a half years in a corporate lending role with a Crown Corporation prior to joining CIBC Wood Gundy in the fall of 2015. Chris is a licensed Wealth Advisor and Insurance Agent. Chris diligently gives back by volunteering his time with a number of various community focused committees and clubs; he was awarded the City of Fredericton's "Unsung Hero" award in 2012. Chris and his wife, Erin, have a young daughter and son who keep their lives busy and entertaining at home.
Jakub Bundil, CFP®
Jakub is a Bachelor of Business, UPEI Graduate and holds the Certified Financial Planner (CFP) designation. Jakub has over a decade of experience in financial industry and he joined Wood Gundy in 2021. He is the newest addition to our team and he prides himself on providing you and your family with financial planning services and investment advice that give you confidence and peace of mind.
Prior to enrolling at UPEI, Jakub was pursuing his hockey career. He was recruited and drafted at age 17 from Europe and spent 3 years playing hockey in the QMJHL. Jakub and his wife Meghan recently moved to Fredericton and have busy lives outside of their work. Meghan is an orthopedic surgeon, who is specializing in complex joint reconstruction. They have twin daughters and a 5 year old golden retriever.
Lindsey Haines, PFP
Lindsey grew up in Deer Island, NB, and holds a Business Administration degree, with an honours in Finance, at the University of New Brunswick. She completed her degree abroad at Macquarie University in Sydney, Australia, and joined CIBC Wood Gundy in 2006 upon her return home. She has furthered her education by completing various industry courses, through the Canadian Securities Institute, and is a Personal Financial Planner (PFP®) designation holder. Lindsey is well respected for her efficiency and professional manner. She is dedicated to providing exceptional client service, is noted for her pleasant disposition, and is a passionate champion for our clients’ best interests. Lindsey, her husband, Will, and their daughter enjoy numerous outdoor activities and spending time with friends and family here in Fredericton and Deer Island.
Lindsay Herron
Lindsay grew up in Harvey, NB and graduated from the Nova Scotia Agricultural College (Dalhousie University) with an Honors Degree in Animal Science and Minor in Business. Upon completion of university she worked in Fort McMurray, AB in finance in the oil and gas industry. Lindsay returned home to New Brunswick in 2013 and worked for 6 years in retail banking in Fredericton. In 2019 she joined CIBC Wood Gundy and has completed various industry courses through the Canadian Securities Institute. She has a profound desire in aligning our team’s wealth offering with the needs of our clients. Lindsay lives outside of the city with her partner Dusty, and their three young children. They are kept on their toes with outdoor fun and various children’s programs in every season.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
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.
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.
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.
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.