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.
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.
Sharon Sampson
Sharon has been in the financial industry for over 23 years. She began her career as a Case Manager for one of the largest insurance companies in Canada. Her duties involved communicating directly with both advisors and clients ensuring that the client’s experience was a smooth endeavor. Sharon’s attention to detail and dedication allowed her to be assigned the largest independent brokerage firm under her employer.
In 2013 she started her career with CIBC Wood Gundy as an Estate Planning Assistant. Her responsibilities are primarily the handling and processing of all new insurance applications that are done with the Morrison, Elinesky and Rakotonjanahary Estate Planning Group which include the Atlantic Provinces and Quebec. Sharon’s ability to multi-task and strong interpersonal skills are why she is an integral part of the team’s continued success within the 2 regions and 5 provinces they cover.
Grace Morrison
Grace has been with CIBC Wood Gundy for nearly two years, initially joining the Morrison, Elinesky, & Rakotonjanahary Estate Planning Group as a co-op student in May 2023. She graduated with a B.Comm in Finance from Saint Mary’s University and has since transitioned into a full-time role.
Grace developed a strong appreciation for teamwork during her years as a goalkeeper and captain for the SMU Women’s Soccer team. She enjoys the collaborative atmosphere within the estate planning team at WG and values the supportive environment it provides. Since joining the team, she has obtained her life insurance license and found true passion in helping clients with their insurance needs.
Helen Norve
Helen Norve joined the Morrison, Elinesky and Rakotonjanahary Estate Planning Group in August of 2024 after 4 years’ experience at one of the leading independent insurance brokers in the province. In this time, she developed strong critical thinking skills, and has a knack for creative problem solving. She enjoys working with a diverse client base and is enthusiastic about starting this new chapter while bringing her vibrant energy to the team.
Helen grew up in the Atlantic provinces, however, has lived across Canada, as well as in the Caribbean & Central America. Outside of work, she has a background in the entertainment industry and is a single parent. Her free time is spent with her teenage daughter and travelling as much as possible.