John L. Travis, B.B.A.
Investment Advisor
Branch Manager
John came to CIBC Wood Gundy in 1997 after many years working as an executive in the private sector. He is a graduate of UNB and resides in Rothesay with his wife, Carrie and son, Connolly.
He is involved in a number of Not-for-Profit organizations and has served on the board of directors for the Stan Cassidy Foundation, Greater Saint John Community Foundation and the Cathedral Restoration Foundation. He has also served in the past as a Director and Committee member of the Saint John Board of Trade, Business Community Anti-Poverty Initiative and the New Brunswick and Canadian Curling Associations.
John enjoys golf, hockey, watersports and Martial Arts.
Jonathan A. Flemming, CPA, CMA, B.B.A.
Investment Advisor
Prior to joining CIBC Wood Gundy in 2016, Jonathan worked for a major accounting firm and in the private sector. His investment approach is to provide unparalleled service and quality advice to each and every client. He uses his experience to provide the best tailored financial strategies possible for his clients and their families, helping them achieve their goals.
Jonathan resides in Quispamsis with his wife and children.
David E. Weyman, B.B.A.
Investment Advisor
David has been with CIBC Wood Gundy since 1984. He is a graduate of UNB and brings years of experience to his clientele.
David has volunteered for various organizations over the years and is past Commodore of the Royal Kennebecasis Yacht Club. He resides in Saint John with his wife, Gail.
Karla M. Yurco
Administrative Associate
Karla was raised and still resides in East Saint John. She has been with CIBC Wood Gundy since 1999 and joined the team full time in 2015. She provides an exceptional client service by managing clients' needs and fulfilling varied requests in a timely fashion. She takes pride in her high level of client service and makes her clients' needs a priority.
When not working, she enjoys spending time with her husband and daughter.
John L. Travis, B.B.A.
John came to CIBC Wood Gundy in 1997 after many years working as an executive in the private sector. He is a graduate of UNB and resides in Rothesay with his wife, Carrie and son, Connolly.
He is involved in a number of Not-for-Profit organizations and has served on the board of directors for the Stan Cassidy Foundation, Greater Saint John Community Foundation and the Cathedral Restoration Foundation. He has also served in the past as a Director and Committee member of the Saint John Board of Trade, Business Community Anti-Poverty Initiative and the New Brunswick and Canadian Curling Associations.
John enjoys golf, hockey, watersports and Martial Arts.
Jonathan A. Flemming, CPA, CMA, B.B.A.
Prior to joining CIBC Wood Gundy in 2016, Jonathan worked for a major accounting firm and in the private sector. His investment approach is to provide unparalleled service and quality advice to each and every client. He uses his experience to provide the best tailored financial strategies possible for his clients and their families, helping them achieve their goals.
Jonathan resides in Quispamsis with his wife and children.
David E. Weyman, B.B.A.
David has been with CIBC Wood Gundy since 1984. He is a graduate of UNB and brings years of experience to his clientele.
David has volunteered for various organizations over the years and is past Commodore of the Royal Kennebecasis Yacht Club. He resides in Saint John with his wife, Gail.
Karla M. Yurco
Karla was raised and still resides in East Saint John. She has been with CIBC Wood Gundy since 1999 and joined the team full time in 2015. She provides an exceptional client service by managing clients' needs and fulfilling varied requests in a timely fashion. She takes pride in her high level of client service and makes her clients' needs a priority.
When not working, she enjoys spending time with her husband and daughter.
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.
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, B.Sc., LLB, TEP
Senior Trust and Estate Consultant
Struan believes that a key component of any wealth management plan is an estate plan; one that protects our clients and their families, their assets, preserves their legacy and ensures that their plans occur as desired. For complex estate and trust issues, he draws on the expertise of CIBC partners, recommends external professionals and acts as an objective third-party to help develop solutions and coordinate communication.
Administering an estate, trust or acting as an attorney for property is time-consuming and requires a knowledge of many different areas. Struan and his team have the expertise to execute or assist others with the execution of those roles effectively and efficiently.
David Lordon, CFP, CIM, FCSI
Financial Planning Specialist
Dave prides himself on empowering clients with the confidence to make informed financial decisions. With over twenty years in the financial services industry, his main focus has always been financial planning, and he also has experience as a product specialist and as an investment advisor. Dave enjoys giving back to his community, and is actively involved with the Greater Moncton Progress Club. He has past and recurring involvement with the Georges Dumont Hospital Foundation and the JDRF.
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.
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, B.Sc., LLB, TEP
Struan believes that a key component of any wealth management plan is an estate plan; one that protects our clients and their families, their assets, preserves their legacy and ensures that their plans occur as desired. For complex estate and trust issues, he draws on the expertise of CIBC partners, recommends external professionals and acts as an objective third-party to help develop solutions and coordinate communication.
Administering an estate, trust or acting as an attorney for property is time-consuming and requires a knowledge of many different areas. Struan and his team have the expertise to execute or assist others with the execution of those roles effectively and efficiently.
David Lordon, CFP, CIM, FCSI
Dave prides himself on empowering clients with the confidence to make informed financial decisions. With over twenty years in the financial services industry, his main focus has always been financial planning, and he also has experience as a product specialist and as an investment advisor. Dave enjoys giving back to his community, and is actively involved with the Greater Moncton Progress Club. He has past and recurring involvement with the Georges Dumont Hospital Foundation and the JDRF.
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.