Jason Harrity
Jason Harrity provides financial advice to affluent clients. With his comprehensive knowledge and experience Jason builds personalized investment strategies for clients, provides seasoned financial analysis and conducts portfolio reviews.
Elaine Parlee
Elaine is a graduate of Modern Business College and started her career with CIBC Wood Gundy in 1993. Elaine is a Client Associate with our team. Prior to this position, Elaine was the Branch Administrator of the Saint John Wood Gundy Branch for +10 years. In her numerous roles, Elaine excels in client communication and service.
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.
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.