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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Atlantic Canada

  • Home-About Us
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  • Contact us
  • Integrated Offer
  • Financial Planning
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Financial Planning

Address 1969 Upper Water Street, Tower Two Suite 1801 Halifax NS, B3J 3R7
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Financial Planning

Working together to help you achieve your goals!

Families and individuals with significant wealth require a more sophisticated and tailored approach when it comes to managing, growing and preserving that wealth. Your wealth comes with greater complexities, and requires a plan that looks beyond the numbers. While the financials are important, so too is an in-depth understanding of your unique needs and an appreciation of your goals, priorities, values and how they all affect you and your family.

 

The role of a CIBC Wealth Planner is to work in partnership with your advisor to present a clear picture of your wealth, and ultimately develop a plan that reflects your current and future vision. By understanding your ambitions, motivations, core values and everything else that is close to your heart, we can create your very own bespoke wealth plan – for you, your business, for the next generation, and for the benefit of communities and causes you care about.

 

Meet Our Partners:

 

 
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Doreen Malone

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.

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.

Krista LeBlanc

Krista LeBlanc, CFP®

Financial Planning Specialist

Krista joined the financial planning industry in 2008. She has held various roles throughout retail banking and wealth management. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.


As a Financial Planning Specialist, Krista's goal is to create confidence through knowledge; giving families the ability to move forward on decisions affecting their wealth knowing they have a well-thought-out comprehensive plan in place.

David Lordon

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.

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.

Doreen Malone

Doreen Malone, CPA, CA, CFP®, FEA

Senior Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

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.

Krista LeBlanc

Krista LeBlanc, CFP®

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

Krista joined the financial planning industry in 2008. She has held various roles throughout retail banking and wealth management. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.


As a Financial Planning Specialist, Krista's goal is to create confidence through knowledge; giving families the ability to move forward on decisions affecting their wealth knowing they have a well-thought-out comprehensive plan in place.

David Lordon

David Lordon, CIM, CFP®

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

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.

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.

 
 
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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.