Craig McDonald, CFP®
Senior Wealth Advisor
With 19 years of experience in the financial planning industry, I bring a wealth of knowledge to help clients navigate their financial journeys. Having completed the Certified Financial Planner designation, I specialize in strategic wealth management, tax planning and risk management.
Outside of work, I find fulfillment in volunteering, playing the guitar and spending time in nature. Family is at the heart of my life, and I cherish moments with my spouse and three children, who inspire me to approach financial planning with a holistic perspective, ensuring a balanced and meaningful life.
Craig McDonald, CFP®
With 19 years of experience in the financial planning industry, I bring a wealth of knowledge to help clients navigate their financial journeys. Having completed the Certified Financial Planner designation, I specialize in strategic wealth management, tax planning and risk management.
Outside of work, I find fulfillment in volunteering, playing the guitar and spending time in nature. Family is at the heart of my life, and I cherish moments with my spouse and three children, who inspire me to approach financial planning with a holistic perspective, ensuring a balanced and meaningful life.
Lindsay Logie, JD
Senior Trust and Estate Consultant
Lindsay Logie is a Senior Trust & Estate Consultant with CIBC Trust Corporation. Lindsay provides will, trust and estate planning solutions to high net-worth individuals from across Nova Scotia. Born and raised in Halifax, Lindsay graduated with a Bachelor of Arts degree from the University of King’s College, before going on to obtain her law degree from Dalhousie University. Lindsay practiced law in Halifax for several years before joining CIBC Private Wealth Management, and is a member of the Halifax Estate Planning Council and the Society of Trust and Estate Practitioners (STEP).
Craig Merriam, CFP, FMA, RRC
Financial Planning Specialist
As a Financial Planning Specialist, Craig supports Investment Advisors in delivering integrated financial planning services to our clients. Craig began advising CIBC clients in 2002 as a Financial Advisor. He uses a personable and consultative approach to understand clients’ aspirations and develop Financial Plans that can help them accomplish their goals. Community involved, Craig has served as a past committee chair for the Halifax Chamber of Commerce and has helped run youth sports teams in various capacities.
Heather Latta Himmelman, CFP®, TEP
Financial Planning Specialist
Heather will ensure your retirement, tax, and estate planning experience is clear, meaningful, and enjoyable. With over fourteen years in the industry, Heather spent seven years collaborating with extremely bright accountants, lawyers, and
other professionals on personal wealth plans for over 500 of Nova Scotia's wealthiest families and business owners. Heather will give you confidence in navigating the complexity of corporations, trusts, and nuanced family dynamics to answer questions like: How do I make this transition? Do we have enough?
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.
Lindsay Logie, JD
Lindsay Logie is a Senior Trust & Estate Consultant with CIBC Trust Corporation. Lindsay provides will, trust and estate planning solutions to high net-worth individuals from across Nova Scotia. Born and raised in Halifax, Lindsay graduated with a Bachelor of Arts degree from the University of King’s College, before going on to obtain her law degree from Dalhousie University. Lindsay practiced law in Halifax for several years before joining CIBC Private Wealth Management, and is a member of the Halifax Estate Planning Council and the Society of Trust and Estate Practitioners (STEP).
Craig Merriam, CFP, FMA, RRC
As a Financial Planning Specialist, Craig supports Investment Advisors in delivering integrated financial planning services to our clients. Craig began advising CIBC clients in 2002 as a Financial Advisor. He uses a personable and consultative approach to understand clients’ aspirations and develop Financial Plans that can help them accomplish their goals. Community involved, Craig has served as a past committee chair for the Halifax Chamber of Commerce and has helped run youth sports teams in various capacities.
Heather Latta Himmelman, CFP®, TEP
Heather will ensure your retirement, tax, and estate planning experience is clear, meaningful, and enjoyable. With over fourteen years in the industry, Heather spent seven years collaborating with extremely bright accountants, lawyers, and
other professionals on personal wealth plans for over 500 of Nova Scotia's wealthiest families and business owners. Heather will give you confidence in navigating the complexity of corporations, trusts, and nuanced family dynamics to answer questions like: How do I make this transition? Do we have enough?
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.