Andrew joined CIBC Wood Gundy in 2012 to work alongside his father, Peter Malloy, in the Malloy Investment Group. Andrew and holds the Chartered Financial Analyst (CFA) designation - considered by many as the gold standard designation in the global investment industry. In addition, Andrew holds a Bachelor of Computer Science Degree from Dalhousie University and had been a senior IT professional for the prior seven years before joining the firm. He possesses a unique blend of technical ability and financial knowledge that is an asset to his clients as he guides their investment decisions.

Andrew shares his father, Peter Malloy’s, philosophy that treating people honestly and fairly forms the basis for successful, long-term client relationships. Subscribing to a disciplined, long-term balanced investment approach, Andrew utilizes the wide array of experts CIBC Wood Gundy provides to assist with safeguarding client assets with the proper financial, tax and estate plans. He believes clients should be provided with personalized financial plans that highlight opportunities unique to their circumstances, with resulting portfolios built accordingly to take advantage of these opportunities. Ensuring portfolios are: built with minimal risk, tax-efficient, well diversified and regularly rebalanced to their target asset allocations are Andrew’s key factors in achieving long-term success.

Roozbeh graduated from Saint Mary’s University with a Bachelor of Commerce, majoring in Finance. He began his career in the financial services industry in 2015 and joined CIBC Wood Gundy in 2019 as an Associate Investment Advisor, where he has become a trusted advisor to clients seeking strategic guidance in achieving their financial aspirations.

With expertise in wealth management, credit planning, estate strategies, and retirement planning, Roozbeh is committed to delivering tailored solutions that address each client’s unique financial needs. His approach is founded on building long-term relationships characterized by trust, transparency, and a deep understanding of personal financial goals.

Beyond his professional pursuits, Roozbeh values time with his family, prioritizes staying active and embraces the challenges—and occasional frustrations—of the golf course.

Nick is a Dartmouth native who began his career while still a student at Saint Mary’s University, working as a Customer Experience Associate at another financial institution. After earning a degree in finance and experience as a Personal Banking Associate, he brought his years of industry knowledge and connections to the Malloy Investment Group in 2022.

Having played soccer since he was 3 years old and competing until the end of his university career at Saint Mary’s, Nick’s team-oriented mentality is evident through the constant communication and support he offers his team members. Nick’s easy-going nature is paired with noticeably refined time management skills, making him approachable and helpful for clients and team members alike. He has the ability to trade for clients as a Registered Representative.

Meghan has been in the private wealth industry since 2016, having held various roles at competitive firms before joining Wood Gundy and the Malloy Investment Group in 2023. She quickly fell into the group’s rhythm with her blend of operational and client service skills making her an asset both internally and client-facing.

Meghan is a Halifax native and stayed in the city to attend Dalhousie University where she graduated with a Bachelor of Science, majoring in Economics and Law, Justice & Society. She has continued her education with the Canadian Securities Institute to complete industry relevant courses that help her to better serve her team and clients as a Registered Representative. Beyond her time at CIBC, Meghan participates in variety of sports and activities trying to maximize her time outdoors. She is a longtime equestrian and is most passionate about working with her horse.

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. 

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.