Daniel L. Gill, FCSI, CFP, FMA, CIM
Danny Gill has over 20 years experience in the financial services industry. Danny is an experienced financial services professional, who demonstrates a seasoned understanding in meeting the needs of his clients. He has been advising individuals and corporations on investments, insurance and tax strategies, focusing on investment, retirement and estate/insurance management.
Danny has a Bachelor of Science degree from University of New Brunswick along with investment designations in Fellow of CSI (FCSI), Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and Financial Management Advisor (FMA).
In today's market place, using a qualified advisor, who puts you first and to whom you can relate and trust, is your most important investment decision. Our Team offers full service investment advice and comprehensive wealth management strategies. In order to realize your vision for the future, we will work together to prepare a strategy that reflects your goals.
Danny Gill and his team value their client relationships and are dedicated to helping you achieve financial success.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
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.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.