Andrea Stack, B.Comm., MBA, CIM, FCSI, CLU, CFP®
Tel:
(709) 576-2731Email:
andrea.stack@cibc.ca
Andrea Stack is a senior wealth advisor and portfolio manager with CIBC Wood Gundy. For over 20 years, Andrea has dedicated herself to the service of achieving big goals for her clients and her community. Andrea is a proven expert at helping clients secure their finances; whether for their children's education, a comfortable retirement, or an inheritance. Andrea helps her clients navigate the complexities of managing wealth and works with them to provide financial, investment and estate plans tailored to their individual needs.
After completing her Bachelor of Commerce degree at Memorial University, Andrea worked in Toronto for a few years in the investment industry. She then decided to return home to Newfoundland and Labrador, where she joined her father in the investment business. Andrea started working as an investment advisor in 2000, happily immersing herself in client relationships and working side-by-side with her father until 2020.
In addition to her commerce degree, Andrea has earned her Masters in Business Administration (MBA) degree at Memorial University, is a Fellow of the Canadian Securities Institute (FCSI), a Chartered Life Underwriter (CLU) and a Certified Financial Planner (CFP).
Outside of life in finance, Andrea is active in volunteering and community service. She is a member of Memorial University of Newfoundland and Labrador’s Board of Regents, a board member of Professional Engineers and Geoscientists of Newfoundland and Labrador (PEGNL) and treasurer of Rotary Manor. Andrea is also an active member of the Rotary Club of St. John’s Northwest, serving as club president in 2010-2011, and has received the Paul Harris Fellow given by Rotary in recognition for outstanding service. She has served on various boards and committees, including Hope Air, St. Patrick’s Mercy Home and the Dr. H. Bliss Murphy Cancer Care Foundation. In 2018, Andrea was chair of the St. John’s Board of Trade.
Emily Bland
Tel:
(709) 576-2700Email:
emily.bland@cibc.comIntroducing Emily Bland, an award-winning entrepreneur and third-generation farmer from Newfoundland and Labrador. Her journey is marked by notable achievements, such as being recognized as a Women Leader of Tomorrow for Atlantic Canada by a large international bank, earning acclaim as Next 36’s Top Entrepreneur, Top 30 Under 30 in Sustainability, and NLOWE’s Young Entrepreneur of the Year. Emily’s venture, SucSeed, garnered significant praise, earning recognition as the top Social Enterprise in Atlantic Canada in 2019 and securing victory at the Enactus World Cup in 2016.
Before embarking on her entrepreneurial journey, Emily laid a solid foundation with a Bachelor of Commerce (Accounting) from Memorial University of Newfoundland and honed her expertise at EY in the Audit and Assurance Department.
With a decade of running her own business under her belt, Emily understands the importance of wise financial decisions for long-term success. She actively contributes to the Centre for Social Enterprise at Memorial University and serves on the boards of the Memorial Center for Entrepreneurship and the Empowering Indigenous Women for Stronger Communities.
Emily offers practical insights and a grounded approach shaped by her entrepreneurial journey and commitment to community development. She brings a fresh perspective and a dedication to guiding not just the present but also the next generation towards wise financial decisions and sustainable investments.
Nancy Dillon
Tel:
(709) 576-2796Email:
nancy.dillon@cibc.caNancy has over 31 years experience in the financial services industry. She handles the day-to-day administrative operations for our team and is well respected for her efficiency and professional manner when assisting clients. Nancy is responsible for the client services side of the business and is available to answer any administrative questions you might have.
On a personal level, she is the Mother of two boys, Drew 18 and Gavin 15. She spends an equal amount of time at school events and in the car driving groups of children from one activity to the next. She and her husband Jason live in Paradise with their boys Drew and Gavin.
Andrea Stack, B.Comm., MBA, CIM, FCSI, CLU, CFP®
Senior Wealth Advisor
Portfolio Manager
Opens in your telephone provided application. Opens in your email provided application.Andrea Stack is a senior wealth advisor and portfolio manager with CIBC Wood Gundy. For over 20 years, Andrea has dedicated herself to the service of achieving big goals for her clients and her community. Andrea is a proven expert at helping clients secure their finances; whether for their children's education, a comfortable retirement, or an inheritance. Andrea helps her clients navigate the complexities of managing wealth and works with them to provide financial, investment and estate plans tailored to their individual needs.
After completing her Bachelor of Commerce degree at Memorial University, Andrea worked in Toronto for a few years in the investment industry. She then decided to return home to Newfoundland and Labrador, where she joined her father in the investment business. Andrea started working as an investment advisor in 2000, happily immersing herself in client relationships and working side-by-side with her father until 2020.
In addition to her commerce degree, Andrea has earned her Masters in Business Administration (MBA) degree at Memorial University, is a Fellow of the Canadian Securities Institute (FCSI), a Chartered Life Underwriter (CLU) and a Certified Financial Planner (CFP).
Outside of life in finance, Andrea is active in volunteering and community service. She is a member of Memorial University of Newfoundland and Labrador’s Board of Regents, a board member of Professional Engineers and Geoscientists of Newfoundland and Labrador (PEGNL) and treasurer of Rotary Manor. Andrea is also an active member of the Rotary Club of St. John’s Northwest, serving as club president in 2010-2011, and has received the Paul Harris Fellow given by Rotary in recognition for outstanding service. She has served on various boards and committees, including Hope Air, St. Patrick’s Mercy Home and the Dr. H. Bliss Murphy Cancer Care Foundation. In 2018, Andrea was chair of the St. John’s Board of Trade.
Emily Bland
Wealth Advisor
Opens in your telephone provided application. Opens in your email provided application.Introducing Emily Bland, an award-winning entrepreneur and third-generation farmer from Newfoundland and Labrador. Her journey is marked by notable achievements, such as being recognized as a Women Leader of Tomorrow for Atlantic Canada by a large international bank, earning acclaim as Next 36’s Top Entrepreneur, Top 30 Under 30 in Sustainability, and NLOWE’s Young Entrepreneur of the Year. Emily’s venture, SucSeed, garnered significant praise, earning recognition as the top Social Enterprise in Atlantic Canada in 2019 and securing victory at the Enactus World Cup in 2016.
Before embarking on her entrepreneurial journey, Emily laid a solid foundation with a Bachelor of Commerce (Accounting) from Memorial University of Newfoundland and honed her expertise at EY in the Audit and Assurance Department.
With a decade of running her own business under her belt, Emily understands the importance of wise financial decisions for long-term success. She actively contributes to the Centre for Social Enterprise at Memorial University and serves on the boards of the Memorial Center for Entrepreneurship and the Empowering Indigenous Women for Stronger Communities.
Emily offers practical insights and a grounded approach shaped by her entrepreneurial journey and commitment to community development. She brings a fresh perspective and a dedication to guiding not just the present but also the next generation towards wise financial decisions and sustainable investments.
Nancy Dillon
Financial Associate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Nancy has over 31 years experience in the financial services industry. She handles the day-to-day administrative operations for our team and is well respected for her efficiency and professional manner when assisting clients. Nancy is responsible for the client services side of the business and is available to answer any administrative questions you might have.
On a personal level, she is the Mother of two boys, Drew 18 and Gavin 15. She spends an equal amount of time at school events and in the car driving groups of children from one activity to the next. She and her husband Jason live in Paradise with their boys Drew and Gavin.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
David Lordon, CIM, CFP®
Dave has been in the financial services industry for over 25 years. His main focus in the industry has always been financial planning, and he has experience as an investment advisor and as a product specialist. He prides himself on empowering clients with the confidence to make informed financial decisions. He has a strong interest in giving back to his community, and is past president of the Greater Moncton Progress Club. He has past and recurring involvement with the Georges Dumont Hospital Foundation and JDRF.
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.
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.
David Lordon, CIM, CFP®
Financial Planning Specialist
Dave has been in the financial services industry for over 25 years. His main focus in the industry has always been financial planning, and he has experience as an investment advisor and as a product specialist. He prides himself on empowering clients with the confidence to make informed financial decisions. He has a strong interest in giving back to his community, and is past president of the Greater Moncton Progress Club. He has past and recurring involvement with the Georges Dumont Hospital Foundation and JDRF.
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.
Colin Outerbridge, CFP®
Senior Private Banking Advisor
As a Senior Private Banking Advisor, a key part of my role is to provide you and your family with convenience, flexibility and peace of mind. I do this through the services I provide and the financial solutions I offer.
Once I understand your goals, I engage my CIBC colleagues to work together to develop financial solutions and recommend how to best position your financial resources now and in the future.
By taking the time to learn about and understand you, I can provide customized banking services to meet your unique needs.