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Pickard Financial Management Group

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About us

About CIBC Wood Gundy

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CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

Earl Pickard

Earl Pickard, CIM

Investment Advisor

(902) 892-4231
(902) 314-2409
Opens in your telephone provided application. earl.pickard​@cibc.com Opens in your email provided application.

From Summerside, PEI to Calgary, Alberta, I have spent the last 23 years giving financial advice to clients. This experience gives me an in-depth knowledge base that enables me to provide custom solutions to meet clients' needs. I believe in a long term and discipline approach to wealth management while offering clients the full range of solutions including business transition, financial planning, insurance and estate planning.

Partnering closely with other professional in the accounting, banking, insurance and legal industry ensures my clients get accurate advice for their financial needs. Through CIBC Wood Gundy's strong relationship with CIBC, I can also provide his clients with preferred banking and lending facilities.

Will Poirier

Will Poirier, CPA

Investment Advisor

(902) 892-4231
Opens in your telephone provided application. will.poirier​@cibc.com Opens in your email provided application.

Born and raised in PEI, Will is the newest addition to the Pickard Financial Management Team.

Prior to starting his career in wealth management, Will spent four years in public accounting, where he worked with clients in variety of sectors across the province. During this time, Will successfully wrote the Common Final Examination and obtained his Chartered Professional Accountant designation. Will’s time in public accounting taught him the benefits of having a tax efficient wealth building strategy. He is a believer in the importance of having a “Big Picture” plan that brings all the unique aspects of a client’s situation to the table.

When not in the office, Will enjoys staying active and spending time with friends and family. He can often be found in the rink, at the golf course, or on the river. Will resides in Pleasant Grove with his wife, Kelsie and their son, Harrison.

Deneen Ferguson

Deneen Ferguson

Client Associate

(902) 892-4231
Opens in your telephone provided application. deneen.ferguson​@cibc.com Opens in your email provided application.

Deneen brings excellent organizational and time management skills to our team. She is instrumental in managing the administrative requirements to ensure a smooth operation of your accounts. She ensures our clients receive timely communication, accurate tax reporting, books appointments and responds to client enquiries.

With over 25 years experience, Deneen provides exemplary, personalized service and is an integral part of the Pickard Financial Management Group.

Karen Pickard

Karen Pickard

Administrative Assistant

(902) 892-4231
Opens in your telephone provided application. karen.pickard​@cibc.com Opens in your email provided application.

Karen joined our team in 2012. She brings with her a strong marketing and customer service background coupled with an educational foundation in economics. In addition to servicing client's needs, she is also responsible for all marketing and communications on our Team.

Jenna Gordon

Jenna Gordon

Administrative Assistant

(902) 892-4231
Opens in your telephone provided application. jenna.gordon​@cibc.com Opens in your email provided application.

Jenna joined us at the beginning of 2023 as an administrative assistant and has been working hard learning about the products and services we offer and familiarizing herself with our client’s portfolios. Jenna brings with her a wealth of client service experience and is a welcome addition to our team. Born and raised in Charlottetown, Jenna enjoys reading and cooking as well as hiking with her husband, Coady and their golden retriever, Phoebe.
 

Alicia Osmond

Administrative Assistant

(190) 289-2423
Opens in your telephone provided application. alicia.osmond​@cibc.com Opens in your email provided application.

Alicia joined the team in 2024 as an administrative assistant. Bringing exceptional client customer service skills with her tax background, Alicia strives to execute efficient workflow and enhancing organizational operations in all client needs. Born and raised on PEI, Alicia enjoys spending time with her husband and two daughters.

Our partners

We partner with CIBC experts to help address all of your wealth needs.

Bruce and Thomas

Morrison & Elinesky Estate Planning Group

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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 and Thomas 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.

Struan Smith

Struan Smith, LLB, TEP

Director, Trust & Estates

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As Director, Trust & Estates, I realize the importance of knowing your personal and financial affairs are in order. 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 specialized 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.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

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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.

Doreen Malone

Doreen Malone, CPA, CA, CFP®, FEA

Senior Wealth Strategist

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With over 30 years of experience in the financial services and arts sector, Doreen provides  financial planning advice to high net worth and ultra-high net worth clients. Leveraging her extensive industry experience and always acting with integrity, she facilitates a client centric process that prioritizes listening and empathy to provide a positive experience which empowers clients to confidently take action.
Doreen is a Chartered Professional Accountant (CA); a Certified Financial Planner; and a Family Enterprise Advisor.

Krista LeBlanc

Krista LeBlanc, CFP®

Financial Planning Specialist

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Krista joined the financial planning industry in 2008. She has held various roles throughout retail banking and wealth management. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.


As a Financial Planning Specialist, Krista's goal is to create confidence through knowledge; giving families the ability to move forward on decisions affecting their wealth knowing they have a well-thought-out comprehensive plan in place.

Matthew Wood

Matthew Wood, B.B.A., CFP

Senior Private Banking Advisor

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As a Senior Private Banking Advisor, Matthew cares about his clients and is passionate about helping them achieve their financial goals.

Matthew and his associate manage clients’ day-to-day banking, investment and savings, cash and credit management, and work closely with their other advisors to support their goals.

Matthew's clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team through our level of highly personalized attention and service.

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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.