Gordon grew up in a small, close knit community in Newfoundland, where family came first and honesty, integrity and helping your neighbor was cultural bedrock. But his curiosity about the world and sense of adventure had him moving on. His interest in science and mathematics, along with a fascination with the stock market led him to an engineering degree and soon after, a masters degree in finance. Recruited by a major multi-national corporation, Gordon landed in Vancouver and then Calgary in various analyst and management roles, and provided the opportunity to travel the world. Along the way, marriage and parenthood brought Gordon and his family back to the Maritimes, and a new career as a financial advisor with CIBC Wood Gundy in 1997, fulfilling a lifelong goal to run his own business, just as his father had. Years of hard work, a sincere desire to help others, and a commitment to lifelong learning has brought Gordon to the top of his profession. Doing what he loves, helping his clients achieve all their dreams, being immersed in the financial markets every day, and satisfying his endless curiosity about how it all works, has kept Gordon engaged and looking forward to each new day, building his team and providing his best insights in new ways to benefit each client. 

Gordon holds a Bachelor's Degree in Engineering, an MBA (Finance) degree, is a Certified Investment Manager ( CIM®) and in 2002 was granted the Canadian Securities Institute's highest honor, Fellow of the Canadian Securities Institute (FCSI).

Terri has been a Client Associate with CIBC Wood Gundy since 2003, joining the team just recently. She holds a Bachelor of Business Administration from Mount Saint Vincent University in Halifax as well as having completed the Canadian Securities Course, which allows Terri to provide live quotes and accept trading instructions from our clients during market hours. Prior to working at CIBC Wood Gundy she spent 10 years with the provincial Department of Finance.

Michael is an Administrative Assistant here at the Gordon Forsey advisory group. Armed with a BA in Kinesiology from ST. Francis Xavier University, as well as playing football during his time there, Michael brings a wealth of discipline, teamwork, and professionalism to our team.

With prior experience as a health and wellness professional, Michaels's attention to detail and drive to help others is his motivation. Michael is committed to ensuring seamless operations and providing exceptional support to our clients.

Outside of work, Michael is enjoys maintaining an active healthy lifestyle with his girlfriend Maddy, and his dog Murphy. His favorite pastimes include weightlifting, running, and spending time in the outdoors.

Andreas recently joined Wood Gundy in the spring of 2021 moving back to his native province of Nova Scotia from abroad. Shortly after receiving his Bachelor of Business Administration with a specialization in Finance at Acadia University. Andreas worked and traveled extensively to broaden his outlook. The work born from his passion of sailing led him to a career in boatbuilding which took him to various locations including Vancouver, Newport RI, Miami FL and Toronto. Andreas spent the past four years in Toronto working for Paterson Composites, a leading carbon fiber manufacturer, where he became a valued team leader and project manager.

After a successful career in the composite industry, Andreas thought it was time to move back to Nova Scotia and apply the skills he had learned abroad, into the financial service industry. Along with sailing, economics and financial markets have always been a keen interest of his. He would discuss these topics ever since he could remember with his father. Andreas has passed his Canadian Securities Course (CSC) and Conduct and Standard Practices Handbook (CPH) affording him the ability to trade for clients as a Registered Representative.

As a part of our team Andreas assists Terri with all administrative tasks and helps Gordon with marketing materials.

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.

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 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’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.

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.

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.

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.