Gregory Flinn
Tel:
(902) 527-4055Email:
gregory.flinn@cibc.ca- Over 35 years of experience in the investment industry
- Holds a Bachelor of Commerce degree from St. Mary's University
- Has served on many boards in Lunenburg County including the YMCA, Osprey Ridge Golf Club, the Lunenburg County Sports Heritage Society, and the Bridgewater Development Association
Bruce Flinn, CFP®, CIM®
Tel:
(902) 527-4053Email:
bruce.flinn@cibc.com- Over 28 years of working in the Financial Service Industry, most recently in Saskatoon and Toronto
- Holds a Bachelor of Science & a Bachelor of Commerce degree from St. Mary’s University in Halifax
- Studied French Immersion at Université Sainte-Anne
- Certified Financial Planner CFP®
- Chartered Investment Manager CIM®
- Bruce is a sport enthusiast, and has served on the Bluenose II Alumni Association
Brit Flinn
Tel:
(902) 527-4056Email:
Brit.Flinn@cibc.com- Licensed Investment Representative with the Canadian Investment Regulatory Organization (CIRO)
- Holds a Bachelor of Commerce Co-op degree with a major in Marketing Management from Dalhousie University in Halifax, Nova Scotia
- Holds a diploma in Graphic Design from Shillington College in Brisbane, Australia
Laurene Davis
Tel:
(902) 527-4057Email:
laurene.davis@cibc.com- Registered Investment Representative with the Canadian Investment Regulatory Organization (CIRO)
- Holds a Bachelor of Arts degree with a double major in Psychology and Women Studies from Western University in London, Ontario
- Enjoys camping, traveling, crafting and spending time with her dogs Ronin & Olive.
Gregory Flinn
Senior Wealth Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.- Over 35 years of experience in the investment industry
- Holds a Bachelor of Commerce degree from St. Mary's University
- Has served on many boards in Lunenburg County including the YMCA, Osprey Ridge Golf Club, the Lunenburg County Sports Heritage Society, and the Bridgewater Development Association
Bruce Flinn, CFP®, CIM®
Associate Wealth Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.- Over 28 years of working in the Financial Service Industry, most recently in Saskatoon and Toronto
- Holds a Bachelor of Science & a Bachelor of Commerce degree from St. Mary’s University in Halifax
- Studied French Immersion at Université Sainte-Anne
- Certified Financial Planner CFP®
- Chartered Investment Manager CIM®
- Bruce is a sport enthusiast, and has served on the Bluenose II Alumni Association
Brit Flinn
Client Associate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.- Licensed Investment Representative with the Canadian Investment Regulatory Organization (CIRO)
- Holds a Bachelor of Commerce Co-op degree with a major in Marketing Management from Dalhousie University in Halifax, Nova Scotia
- Holds a diploma in Graphic Design from Shillington College in Brisbane, Australia
Laurene Davis
Client Associate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.- Registered Investment Representative with the Canadian Investment Regulatory Organization (CIRO)
- Holds a Bachelor of Arts degree with a double major in Psychology and Women Studies from Western University in London, Ontario
- Enjoys camping, traveling, crafting and spending time with her dogs Ronin & Olive.
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.
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.
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.
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.
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.
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.
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.
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.