David MacGillivray, MBA
Senior Investment Advisor
David joined the financial services industry in 2008 and holds a Master of Business Administration from Dalhousie University. David's prior experience included a 10 year career in the pharmaceutical industry. The foundation of his client relationships is based on three core principles: Integrity, Accountability and Transparency.
His background, education and training enable him to offer a full range of services and products. He has a passion for the financial industry and is a firm believer in life-long learning through continuing education. David has a commitment to client service and has respect for the responsibilities entrusted to him by his clients. Originally from Antigonish and now a resident of Halifax, David enjoys spending time with his family, golfing, and adventure racing.
Shelley Martin
Financial Associate
I began my career in the financial services industry with CIBC in 2005. I continue to develop and hone my customer service skills and have also had the experience of being a successful entrepreneur utilizing my creativity, managerial experience, and resourcefulness as a means of personal and professional growth that I continue to strive forward with today.
I offer a strong and willing spirit of caring that shows through the nurturing of relationships with the CIBC Wood Gundy family, the professional peers and leaders within our team and the clients I interact with on a daily basis. My problem solving skills and conceptual thinking challenges me to learn and continually strive for superior accuracy and efficiency.
I am currently registered with CIRO. I have completed the Wealth Management Essentials Course (WME).
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.
Craig Merriam, TEP, CFP®, FMA, RRC, BA, MPA
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.
Lindsay Logie, JD, TEP
As a CIBC Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.
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.
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.
Lindsay Logie, JD, TEP
Senior Trust and Estate Consultant
As a CIBC Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.