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

Atlantic Canada

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Estate Planning Specialists

Estate Planning Specialists

Morrison & Elinesky Estate Planning Group-Protecting and preserving your wealth

We help high net worth individuals, in all four Atlantic provinces, to ensure they have the peace of mind to not only live the life they desire but also have a plan in place that ensures the preservation of their hard earned Estate Capital. A big part of our planning process is to help outline solutions to the aforementioned clients that will help them enhance their estate legacy while also potentially minimizing or offsetting taxes. We are big believers in exploring all solutions available to clients’ and presenting them in a very detailed but easy to understand manner. This unique process that not only ensures clients are comfortable with their estate plan but also with the particular products they have put in place.

 

Meet Our Partners:

Thomas Elinesky & Bruce Morrison-Estate Planning Specialists

Sharon Sampson, Grace Morrison & Helen Norve-Estate Planning Assistants

 
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Bruce and Thomas

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.

Bruce and Thomas

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 Sampson

Estate Planning Assistant
(902) 420-8205
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sharon.sampson@cibc.com
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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

Grace Morrison

Estate Planning Assistant
(902) 420-1538
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grace.morrison@cibc.com
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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

Helen Norve

Estate Planning Assistant
(902) 428-0457
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helen.norve@cibc.com
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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.

 
 
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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.