Scott Joudrey
Scott is a native of Truro. He currently resides in Bible Hill with his wife Trudy, and their four children.
After graduating from Cobequid Educational Centre, Scott worked for a professional accounting firm, where he began his grasp of the accounting field and business practices generally.
Scott graduated from Acadia University, having obtained his Bachelor of Business Administration degree with a major in Accounting, in 1981. Subsequently, Scott obtained his professional accounting designation, Certified General Accountant, in 1991.
Scott spent 20 years with Canada Customs & Revenue Agency (formerly Revenue Canada) where he gained experience in fields of accounting, auditing, estates & trusts, fraud investigation, and business equity valuation.
Scott is presently an Investment Advisor, with CIBC Wood Gundy (a `Full Service Brokerage Firm'), located in the Truro, Nova Scotia branch. With his strong background in business and financial matters, Scott will serve his clients, with honesty and integrity, offering the full range of products and services that CIBC Wood Gundy has to offer.
Scott's mission is to assist his clients in reaching their financial goals and life milestones. Scott believes that being a successful Investment Advisor, hinges on a strong client relationship, so that the needs and goals of his clients can be understood and achieved.
Andrew MacPherson, MBA
With more than three decades of experience in the financial services industry, Andrew MacPherson is a dedicated Associate Investment Advisor at CIBC Wood Gundy in Truro, Nova Scotia. Andrew specializes in building, managing, and growing diverse investment portfolios for his clients, offering comprehensive advice in investment, insurance, and retirement planning.
Andrew’s career began in agricultural and small business banking, where he developed a strong foundation in relationship management, business development, and customer service. His expertise encompasses a wide range of financial products, including mutual funds, stocks, GICs, insurance, and option strategies. Andrew is passionate about putting clients first and is recognized for his in-depth market knowledge, and commitment to delivering tailored financial solutions.
Andrew holds a Master of Business Administration (MBA) with a concentration in marketing from Saint Mary’s University and a Bachelor of Science in Agriculture from Dalhousie University. He has also completed several industry courses, including the Canadian Securities Course, Professional Financial Planning Course, and LLQP Insurance.
Outside of work, Andrew enjoys reading, physical fitness, travelling, gardening, pizza making and has volunteered with organizations such as the Lions Club and Rotary Club. Andrew is committed to helping clients achieve their financial goals with integrity, professionalism, and a personalized approach.
Kevin Sangster, MBA
Kevin Sangster has been providing private wealth services since 1998, bringing decades of experience and a client-focused approach to CIBC Wood Gundy. Born and raised in Nova Scotia, Kevin now resides in Truro with his wife, maintaining strong ties to the community where they raised their son & daughter.
Kevin is a proud graduate of Saint Mary’s University, earning his Bachelor of Commerce with a major in marketing, cum laude, in 1981. He continued his academic journey at Saint Mary’s, completing his MBA in Finance in 1983.
Motivated by a genuine desire to help clients grow their wealth and enhance their quality of life, Kevin values the deep, long-term relationships he has built—with many of his clients becoming lifelong friends. He is known for his attentive listening, thoughtful questions, and methodical approach, ensuring each client receives personalized guidance tailored to their unique situation.
Laura King
Laura King has been a valued member of CIBC Wood Gundy since 1997, bringing dedication and expertise to the team. Laura is a mother of two and enjoys time spent with family, travelling, sunsets & beaches. Born and raised in Pleasant Valley and now residing in Harmony, Laura’s deep roots in the community are matched by her commitment to delivering outstanding client service.
Laura’s process- and purpose-driven approach ensures that every client interaction is handled with care, efficiency, and attention to detail. Laura takes great pride in making each experience positive and meaningful, striving to exceed expectations and deliver quality content.
Laura is passionate about supporting the needs of our partners, always aiming to provide quality service that reflects her genuine desire to help others succeed.
Taylor White
Taylor joined CIBC in the spring of 2023, handling administrative tasks and client requests. She prides herself on providing exceptional customer service. In her spare time, Taylor enjoys spending time outdoors including hiking and golfing.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Craig Merriam, TEP, CFP®, FMA, RRC, BA, MPA
Financial Planning Specialist
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.
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.
Morrison & Elinesky Estate Planning Group
When clients are approached with the topic of Estate Planning, they are often given complex, overwhelming proposals causing them to be more confused regarding their estate plan than when they first initiated the process. Our primary goal is to ensure clients are comfortable and confident in the decisions they make. Creating peace of mind for our clients drives our business philosophy. Bruce Morrison and Thomas Elinesky have a combined 35+ years of experience and have been working together at CIBC Wood Gundy since 2012, with a particular focus on implementing insurance strategies to help maximize one’s tax and estate plan.
With Bruce’s Actuarial and sales background coupled with Thomas’s vast experience in product service & development, our team is able to provide clients with a deeper understanding of insurance needs and products.
Patrick McCrossin
Wealth Strategist
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.
Craig Merriam, TEP, CFP®, FMA, RRC, BA, MPA
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.
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.
Morrison & Elinesky Estate Planning Group
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.When clients are approached with the topic of Estate Planning, they are often given complex, overwhelming proposals causing them to be more confused regarding their estate plan than when they first initiated the process. Our primary goal is to ensure clients are comfortable and confident in the decisions they make. Creating peace of mind for our clients drives our business philosophy. Bruce Morrison and Thomas Elinesky have a combined 35+ years of experience and have been working together at CIBC Wood Gundy since 2012, with a particular focus on implementing insurance strategies to help maximize one’s tax and estate plan.
With Bruce’s Actuarial and sales background coupled with Thomas’s vast experience in product service & development, our team is able to provide clients with a deeper understanding of insurance needs and products.
Patrick McCrossin
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.