Jeff Harris, BA, CIM
Jeff grew up in Vancouver, BC were he received his BA in Economics and Political Science from Simon Fraser University.
After university Jeff spent 11 years in the RCMP, mostly in NB and BC. As a member of the RCMP, Jeff spent six months with the UN in the Former Yugoslavia. As a result of his actions there, Jeff was awarded The Most Venerable Order of the Hospital of St. John of Jerusalem, Priory of Canada. Jeff's last posting was in the Vancouver Commercial Crime Section where he investigated major Investment Fraud.
Jeff has been an Investment Advisor for the last 25 years with CIBC Wood Gundy. He is currently registered in BC, AB, ON, NB, NS, PEI and NL. As well, Jeff is a Portfolio Manager and holds the Canadian Investment Manager (CIM™) designation. Jeff has also been a longstanding member of the Responsible Investment Association.
Outside of work, Jeff and his wife Ellen are proud parents of three sons whose careers span aviation, music, and finance. Jeff is an active member and supporter of community groups around Fredericton.
Nick Harris, MBA
As a dedicated member of the Harris Wealth Advisory Group, Nick is committed to helping clients achieve their financial and lifestyle goals through thoughtful and personalized wealth management. With an MBA specializing in finance from Dalhousie University and a Bachelor of Science in Forestry from University of New Brunswick, Nick brings a unique background which helps him deeply connect with his clients.
Nick began his career in Toronto, where he worked on distressed mergers and acquisitions, developing a deep understanding of complex financial situations and strategic solutions. Now based in Atlantic Canada, Nick leverages this experience to provide tailored advice and comprehensive planning for individuals, families, businesses, and foundations, focusing on long-term success and financial well-being.
Nick believes that building strong client relationships is the foundation of effective financial advice. By taking the time to understand each client’s unique circumstances, goals, and aspirations, he works collaboratively to develop strategies that support both immediate needs and future ambitions. Nick views financial planning as an ongoing partnership that evolves as clients lives and priorities change.
Outside of his professional role, Nick is actively involved in his community. He enjoys playing for his local church league hockey team and regularly participates in volunteer opportunities, reflecting his deep roots and commitment to Atlantic Canada.
Dan Hatfield, CIM
Dan grew up in Hartland, NB. He holds a Bachelor of Business Administration in Finance from Acadia University and a Bachelor of Education from St. Thomas University.
Dan is an Associate Investment Advisor and has been with CIBC Wood Gundy for 19 years, and holds the Canadian Investment Manager (CIM®) designation.
Dan and his wife, Laura, have three daughters: Eva, Adah, and Abbie. He is an active member of his community, serving on the Pine Grove Nursing Home Foundation and volunteering with his daughters’ sports teams
Nicole Flemming, BA
Nicole is an accomplished professional with a strong background in the wealth management industry, boasting over eight years of experience in the field. Originally from Carleton County, New Brunswick, Nicole embarked on her academic journey at the University of New Brunswick, where she earned a Bachelor of Business Administration degree. Her commitment to professional growth is evident through her completion of CSI courses including the CSC (Canadian Securities Course), CPH (Conduct and Practices Handbook), and WME (Wealth Management Essentials).
Prior to her current role at CIBC Wood Gundy, she spent five successful years at another firm, where she honed her skills and deepened her understanding of wealth management. Nicole brings a high level of attention to detail in her role, using her analytical and critical thinking skills she assists the team with planning and client administration. Nicole lives just outside of Fredericton with her husband and 2 daughters, and has been able to gracefully balance her career demands with the rewarding family life.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
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.
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.
Struan Smith, LLB, TEP
Director, Trust & Estates
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.
David Lordon, CIM, CFP®
Financial Planning Specialist
Dave has been in the financial services industry for over 25 years. His main focus in the industry has always been financial planning, and he has experience as an investment advisor and as a product specialist. He prides himself on empowering clients with the confidence to make informed financial decisions. He has a strong interest in giving back to his community, and is past president of the Greater Moncton Progress Club. He has past and recurring involvement with the Georges Dumont Hospital Foundation and JDRF.
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.
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.
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.
Struan Smith, LLB, TEP
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.
David Lordon, CIM, CFP®
Dave has been in the financial services industry for over 25 years. His main focus in the industry has always been financial planning, and he has experience as an investment advisor and as a product specialist. He prides himself on empowering clients with the confidence to make informed financial decisions. He has a strong interest in giving back to his community, and is past president of the Greater Moncton Progress Club. He has past and recurring involvement with the Georges Dumont Hospital Foundation and JDRF.