Aaron Sherlock, CIM®
“Investing shouldn’t be a black box. I strive to give my clients a fundamental understanding of what they are invested in and why.” —Aaron Sherlock
Aaron is the Senior Investment Advisor and Portfolio Manager at Sherlock Wealth Management, bringing over 15 years of capital markets experience to the team. He joined CIBC Wood Gundy with a strong financial background, having worked in Calgary as an Oil and Gas Research Associate and previously as an Investment Banking Analyst. Aaron takes a process-oriented approach to helping clients achieve their financial goals by applying the team’s PDP Investment Philosophy, which is guided by three key principles: Process, Discipline, and Patience. Outside of work, Aaron enjoys snowboarding and golf, and is actively involved in the community through charities such as Motionball (Special Olympics), the Boys & Girls Club, and is a regular blood donor.
Krista Babcock
Krista is an Associate Investment Advisor at CIBC Wood Gundy. Having spent more than 15 years with CIBC in a variety of roles, she has developed a comprehensive understanding of the financial industry. For the past six years, she has worked as a Financial Advisor with CIBC Imperial Service, where she has demonstrated a strong commitment to providing exceptional customer service and expert financial advice. Krista is passionate about connecting with clients, taking the time to learn what matters most to them in order to build tailored financial plans that help them achieve their goals.
Outside of work, Krista enjoys spending time with her two children, often keeping busy with their various extracurricular activities.
Elaine Parlee
Elaine is a graduate of Modern Business College and started her career with CIBC Wood Gundy in 1993. Elaine is the client associate to the 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.
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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.
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.
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.
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.
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.