Hans is a seasoned professional in the financial services industry. Since 1978, he has provided outstanding service to his clients after graduating with a Bachelor of Commerce Degree from St. Mary's University and starting his career as an Investment Advisor with CIBC Wood Gundy. He obtained the Canadian Investment Manager (CIM) designation and the Fellow of Canadian Securities Institute (FCSI). With his expertise and years of experience, Hans has the insight and foresight to help his clients reach their financial goals, no matter how unique their requirements. He has worked with affluent individuals, successful professionals, business owners, and retirees.

Leora is an experienced and knowledgeable leader in the financial services industry who has been in the field for over 30 years, starting her career in banking in 1990. She joined Hans as an Associate Investment Advisor in 2000 and became a proud partner and Wealth Advisor in January of 2020. Leora has completed the Life License Qualification Program and holds the Professional Financial Planning designation from the Canadian Securities Institute. Her years of experience and training allow her to provide high-quality investment and planning advice to help clients achieve their financial ambitions.

Evan has joined our team as an Associate Investment Advisor in early 2022. After earning his MBA from Coventry University (U.K.), Evan joined CIBC Commercial Banking. He started as a Relationship Manager, and for five years, helped business owners fulfill their lifetime goals by providing optimal credit structures and cash management. His vast knowledge and expertise have earned him the trust of his clients and colleagues. Evan is guided by four core principles when working with clients: trust, integrity, accountability and transparency. He is passionate about investing and continuing education and believes in building lasting relationships. Evan is committed to sharing his financial expertise and offering the highest quality of service.

Mary has been in the wealth management industry since 1987 and has been a vital member of our team since 1991. Mary has extensive knowledge, has completed the Canadian Securities Course and is accredited and licensed as an Investment Representative. She has gained extensive experience through the years and remains instrumental in maintaining relationships with our clients. Mary is primarily responsible for all administrative inquiries for our clients and is dedicated to ensuring clients are satisfied and receive the highest level of customer service.

Martha has been a vital part our team since August 2015 assisting with administrative duties. She is highly knowledgeable on Wood Gundy’s processes and has completed the Canadian Securities Course and is accredited and licensed as an Investment Representative. Martha now handles all the client onboarding and account opening procedures, along with any other client requests. She strives to ensure our clients receive the best possible service; working diligently to ensure clients are taken care of. Martha’s dedication and hard work have been instrumental in helping our team reach our goals and is an asset to our group.

Chrissy joined our team in 2025 after completing CIBC’s Private Wealth Rotational Program. She holds a Bachelor of Science in Actuarial Sciences from Dalhousie University and an MBA from the University of Prince Edward Island. Chrissy has completed both the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH), and is committed to upholding the highest industry standards. Bringing a strong analytical background and a client-focused approach, she supports the team in delivering tailored wealth solutions and is dedicated to ensuring our clients receive exceptional service.

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.

Patrick focuses on helping high-net-worth clients achieve their goals through comprehensive, customized Wealth Plans tailored to each client’s unique values and vision for the future. He works closely with our advisory teams and internal partners to provide an integrated wealth offering, while also working with external advisory teams to support long-term objectives, preserve family legacies, and optimize intergenerational wealth transfers.

Originally from Bedford, N.S., Patrick attended St. Francis Xavier University and began his career in 2013 at an accounting firm in Halifax. His experience includes serving high-net-worth individuals and owner-managed businesses, along with six years as Director of Finance for several locally operated franchise businesses.

A Chartered Professional Accountant (CPA, CA) since 2016, he completed the CPA In-Depth Tax Program in 2018. He lives in the Armdale area of Halifax with his family.

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.

As a Senior Trust and Estate Consultant, I believe that a key component of any wealth management plan is estate planning which provides you and your family with confidence and peace of mind by protecting you, your family, your assets, and preserving your legacy. 

For complex estate and trust issues, I can draw on the expertise of my Cl BC partners, recommend external professionals and help develop solutions and coordinate communication. 

Administering an estate or trust or acting as an attorney for property is time consuming and requires knowledge of many different areas. My team and I have the expertise to execute or assist others to execute those roles effectively and efficiently, relieving the burden of administration from loved ones and allowing them to focus on what matters most. 

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.

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.