Gordon Forsey, P.Eng, MBA, CIM, FCSI
Investment Advisor
Portfolio Manager
Gordon began his career with Wood Gundy in 1997, after a successful career in corporate finance, beginning in 1988. Gordon's promise to all his clients is to listen and take the time to understand their needs, to organize and simplify their financial life, to act as a trustworthy steward of their financial wealth, and to work diligently to guide his clients to all their most cherished financial goals.
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 honour, Fellow of the Canadian Securities Institute (FCSI).
Gordon lives in Halifax with his wife Marilyn and their son Michael
Terri MacPhail
Client Associate
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.
Andreas Demone
Client Associate
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 travelled 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.
Gordon Forsey, P.Eng, MBA, CIM, FCSI
Gordon began his career with Wood Gundy in 1997, after a successful career in corporate finance, beginning in 1988. Gordon's promise to all his clients is to listen and take the time to understand their needs, to organize and simplify their financial life, to act as a trustworthy steward of their financial wealth, and to work diligently to guide his clients to all their most cherished financial goals.
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 honour, Fellow of the Canadian Securities Institute (FCSI).
Gordon lives in Halifax with his wife Marilyn and their son Michael
Terri MacPhail
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.
Andreas Demone
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 travelled 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.
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.
Lindsay Logie, JD
Senior Trust and Estate Consultant
Lindsay Logie is a Senior Trust & Estate Consultant with CIBC Trust Corporation. Lindsay provides will, trust and estate planning solutions to high net-worth individuals from across Nova Scotia. Born and raised in Halifax, Lindsay graduated with a Bachelor of Arts degree from the University of King’s College, before going on to obtain her law degree from Dalhousie University. Lindsay practiced law in Halifax for several years before joining CIBC Private Wealth Management, and is a member of the Halifax Estate Planning Council and the Society of Trust and Estate Practitioners (STEP).
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, CFP, FMA, RRC
Financial Planning Specialist
As a Financial Planning Specialist, Craig supports Investment Advisors in delivering integrated financial planning services to our clients. Craig began advising CIBC clients in 2002 as a Financial Advisor. He uses a personable and consultative approach to understand clients’ aspirations and develop Financial Plans that can help them accomplish their goals. Community involved, Craig has served as a past committee chair for the Halifax Chamber of Commerce and has helped run youth sports teams in various capacities.
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.
Doreen Malone, CPA, CA, CFP
Wealth strategist
Doreen leverages her strong background in financial planning, private banking and public accounting as well as her deep understanding of the arts, not-for-profit sectors and the importance of philanthropy in her role as a Wealth Strategist.
Doreen has held a number of Board of Directors positions, including Credit Union Atlantic (CUA), FORCE (Fundy Ocean Research Centre for Energy), and Shelter Nova Scotia. Doreen has over 30 years of experience in the financial services industry and the arts community.
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.
Lindsay Logie, JD
Lindsay Logie is a Senior Trust & Estate Consultant with CIBC Trust Corporation. Lindsay provides will, trust and estate planning solutions to high net-worth individuals from across Nova Scotia. Born and raised in Halifax, Lindsay graduated with a Bachelor of Arts degree from the University of King’s College, before going on to obtain her law degree from Dalhousie University. Lindsay practiced law in Halifax for several years before joining CIBC Private Wealth Management, and is a member of the Halifax Estate Planning Council and the Society of Trust and Estate Practitioners (STEP).
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, CFP, FMA, RRC
As a Financial Planning Specialist, Craig supports Investment Advisors in delivering integrated financial planning services to our clients. Craig began advising CIBC clients in 2002 as a Financial Advisor. He uses a personable and consultative approach to understand clients’ aspirations and develop Financial Plans that can help them accomplish their goals. Community involved, Craig has served as a past committee chair for the Halifax Chamber of Commerce and has helped run youth sports teams in various capacities.
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.
Doreen Malone, CPA, CA, CFP
Doreen leverages her strong background in financial planning, private banking and public accounting as well as her deep understanding of the arts, not-for-profit sectors and the importance of philanthropy in her role as a Wealth Strategist.
Doreen has held a number of Board of Directors positions, including Credit Union Atlantic (CUA), FORCE (Fundy Ocean Research Centre for Energy), and Shelter Nova Scotia. Doreen has over 30 years of experience in the financial services industry and the arts community.