Pamela Chisholm, BA, FMA, FCSI
Senior Wealth Advisor
For over 25 years, Pamela Chisholm has been working with the complex subtleties of individual and inter-generational family wealth providing confidential legacy planning, estate maximization, portfolio advice, and execution.
As an Senior Wealth Advisor with CIBC Private Wealth, Pamela can help you navigate the complexities of managing wealth, while providing solutions that are tailored to your individual needs.
Capitalizing on the strengths of CIBC, she has access to other leading financial, estate and business planning professionals, in-depth research and analysis, online tools and resources and best-in-class investment solutions.
She takes a holistic approach with her clients.
Managing wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs.
She is a Financial Management Advisor, a Fellow of the Canadian Securities Institute and a licensed Life Insurance agent.
When she is not diligently working to create financial success for her clients, she enjoys traveling, boxing, playing piano, making her famous homemade chocolates and spending good quality time with her Scottish Terriers Hamish and Aberdeen.
Jacob Nobbe
Associate Investment Advisor
Jacob Nobbe’s long standing love of numbers led him to obtain a Bachelor of Business Administration in Advanced Finance from St. Francis Xavier University. While enrolled at St. FX, Jacob was an analyst on the schools Xaverian Capital Markets team, where he helped manage part of the school’s endowment.
Jacob’s team strength arose from playing hockey and tennis competitively, as well as captaining the Nova Scotia tennis team at the Summer Canada Games. He was part of the Halifax Hawks, Citadel High and Antigonish Junior B hockey organizations. Jacob brings that same discipline and motivation to serving all of our clients at the highest level of care and attention.
Fun facts about Jacob - his last name is Norwegian – it is pronounced first syllable “Knob”; second syllable “E” like the vowel. Jacob has lived in Halifax his whole life. He has two cats named Louie and Chewy, and a rescue dog named Dilly.
Pamela Chisholm, BA, FMA, FCSI
For over 25 years, Pamela Chisholm has been working with the complex subtleties of individual and inter-generational family wealth providing confidential legacy planning, estate maximization, portfolio advice, and execution.
As an Senior Wealth Advisor with CIBC Private Wealth, Pamela can help you navigate the complexities of managing wealth, while providing solutions that are tailored to your individual needs.
Capitalizing on the strengths of CIBC, she has access to other leading financial, estate and business planning professionals, in-depth research and analysis, online tools and resources and best-in-class investment solutions.
She takes a holistic approach with her clients.
Managing wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs.
She is a Financial Management Advisor, a Fellow of the Canadian Securities Institute and a licensed Life Insurance agent.
When she is not diligently working to create financial success for her clients, she enjoys traveling, boxing, playing piano, making her famous homemade chocolates and spending good quality time with her Scottish Terriers Hamish and Aberdeen.
Jacob Nobbe
Jacob Nobbe’s long standing love of numbers led him to obtain a Bachelor of Business Administration in Advanced Finance from St. Francis Xavier University. While enrolled at St. FX, Jacob was an analyst on the schools Xaverian Capital Markets team, where he helped manage part of the school’s endowment.
Jacob’s team strength arose from playing hockey and tennis competitively, as well as captaining the Nova Scotia tennis team at the Summer Canada Games. He was part of the Halifax Hawks, Citadel High and Antigonish Junior B hockey organizations. Jacob brings that same discipline and motivation to serving all of our clients at the highest level of care and attention.
Fun facts about Jacob - his last name is Norwegian – it is pronounced first syllable “Knob”; second syllable “E” like the vowel. Jacob has lived in Halifax his whole life. He has two cats named Louie and Chewy, and a rescue dog named Dilly.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Krista LeBlanc, CFP®
Financial Planning Specialist
Krista joined the financial planning industry in 2008. She has held various roles throughout retail banking and wealth management. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Krista's goal is to create confidence through knowledge; giving families the ability to move forward on decisions affecting their wealth knowing they have a well-thought-out comprehensive plan in place.
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.
Heather Latta, CFP®, TEP, CLU, HBA
Financial Planning Specialist
Heather makes your wealth planning experience clear, meaningful, and enjoyable. Her guidance is backed up with her multiple planning designations and 14 years experience in the industry. This time was spent collaborating with accountants, lawyers, and other professionals on personal wealth plans for over 500 of Nova Scotia's wealthiest families and business owners. Away from work Heather goes on adventures with her school-aged kid, scores soccer goals, and challenges you to a friendly board game.
Kate Ross, BA, JD
Senior Trust and Estate Consultant
As a Senior Trust and Estate Consultant, I believe that a key component of any wealth management plan is estate planning which provides you and your family with confidence and peace of mind by protecting you, your family, your assets, and preserving your legacy.
For complex estate and trust issues, I can draw on the expertise of my Cl BC partners, recommend external professionals and help develop solutions and coordinate communication.
Administering an estate or trust or acting as an attorney for property is time consuming and requires knowledge of many different areas. My team and I have the expertise to execute or assist others to execute those roles effectively and efficiently, relieving the burden of administration from loved ones and allowing them to focus on what matters most.
Lindsay Logie, JD, TEP
Senior Trust and Estate Consultant
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.
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.
Krista LeBlanc, CFP®
Krista joined the financial planning industry in 2008. She has held various roles throughout retail banking and wealth management. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Krista's goal is to create confidence through knowledge; giving families the ability to move forward on decisions affecting their wealth knowing they have a well-thought-out comprehensive plan in place.
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.
Heather Latta, CFP®, TEP, CLU, HBA
Heather makes your wealth planning experience clear, meaningful, and enjoyable. Her guidance is backed up with her multiple planning designations and 14 years experience in the industry. This time was spent collaborating with accountants, lawyers, and other professionals on personal wealth plans for over 500 of Nova Scotia's wealthiest families and business owners. Away from work Heather goes on adventures with her school-aged kid, scores soccer goals, and challenges you to a friendly board game.
Kate Ross, BA, JD
As a Senior Trust and Estate Consultant, I believe that a key component of any wealth management plan is estate planning which provides you and your family with confidence and peace of mind by protecting you, your family, your assets, and preserving your legacy.
For complex estate and trust issues, I can draw on the expertise of my Cl BC partners, recommend external professionals and help develop solutions and coordinate communication.
Administering an estate or trust or acting as an attorney for property is time consuming and requires knowledge of many different areas. My team and I have the expertise to execute or assist others to execute those roles effectively and efficiently, relieving the burden of administration from loved ones and allowing them to focus on what matters most.
Lindsay Logie, JD, TEP
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.
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.