Mark Casey, FMA
Senior Wealth Advisor
Mark began his career as an Investment Advisor over fifteen years ago, and has worked with two of the largest investment dealers in Canada. As a Senior Wealth Advisor with CIBC Wood Gundy, Mark leads a team of professionals who are dedicated to building long term relationships with their clients and their families.
Mark grew up in Amherst, Nova Scotia, and Moncton, New Brunswick. He lives in Amherst with his wife Priscilla, their two young daughters, three cats and a dog.
Mark Casey, FMA
Tel:
(902) 667-2006Tel:
(506) 878-1241Email:
mark.casey@cibc.caMark began his career as an Investment Advisor over fifteen years ago, and has worked with two of the largest investment dealers in Canada. As a Senior Wealth Advisor with CIBC Wood Gundy, Mark leads a team of professionals who are dedicated to building long term relationships with their clients and their families.
Mark grew up in Amherst, Nova Scotia, and Moncton, New Brunswick. He lives in Amherst with his wife Priscilla, their two young daughters, three cats and a dog.
Stephen Maltby, CA
Tel:
(902) 667-2006Tel:
(902) 441-6963Email:
stephen.maltby@cibc.caStephen has been giving his clients sound financial advice for over 30 years. He's a graduate of Mount Allison University and received his Chartered Accountant designation in 1985. Prior to entering the investment industry in 1997, Stephen was a practicing Chartered Accountant with a national firm as well as a partner in a local firm for 11 years. Stephen has had extensive training and experience in investment management, taxation, business acquisitions, and personal and business planning. Aside from his role as Investment Advisor with the Maltby Casey Investment Group, Stephen is a Branch Manager overseeing CIBC Wood Gundy operations in Atlantic Canada. Furthermore, he has extensive experience in business negotiations and strategies, as well as investment strategy planning. Stephen has been a recipient of the Chartered Accountant of the Year for Nova Scotia and was awarded Branch Manager of the Year in Canada for CIBC Wood Gundy in 2012.
Mark Casey, FMA
Senior Wealth Advisor
Mark began his career as an Investment Advisor over fifteen years ago, and has worked with two of the largest investment dealers in Canada. As a Senior Wealth Advisor with CIBC Wood Gundy, Mark leads a team of professionals who are dedicated to building long term relationships with their clients and their families.
Mark grew up in Amherst, Nova Scotia, and Moncton, New Brunswick. He lives in Amherst with his wife Priscilla, their two young daughters, three cats and a dog.
Stephen Maltby, CA
Investment Advisor
Stephen has been giving his clients sound financial advice for over 30 years. He's a graduate of Mount Allison University and received his Chartered Accountant designation in 1985. Prior to entering the investment industry in 1997, Stephen was a practicing Chartered Accountant with a national firm as well as a partner in a local firm for 11 years. Stephen has had extensive training and experience in investment management, taxation, business acquisitions, and personal and business planning. Aside from his role as Investment Advisor with the Maltby Casey Investment Group, Stephen is a Branch Manager overseeing CIBC Wood Gundy operations in Atlantic Canada. Furthermore, he has extensive experience in business negotiations and strategies, as well as investment strategy planning. Stephen has been a recipient of the Chartered Accountant of the Year for Nova Scotia and was awarded Branch Manager of the Year in Canada for CIBC Wood Gundy in 2012.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Struan Smith, B.Sc., LLB, TEP
Struan believes that a key component of any wealth management plan is an estate plan; one that protects our clients and their families, their assets, preserves their legacy and ensures that their plans occur as desired. For complex estate and trust issues, he draws on the expertise of CIBC partners, recommends external professionals and acts as an objective third-party to help develop solutions and coordinate communication.
Administering an estate, trust or acting as an attorney for property is time-consuming and requires a knowledge of many different areas. Struan and his team have the expertise to execute or assist others with the execution of those roles effectively and efficiently.
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.
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, CFP, CIM, FCSI
Dave prides himself on empowering clients with the confidence to make informed financial decisions. With over twenty years in the financial services industry, his main focus has always been financial planning, and he also has experience as a product specialist and as an investment advisor. Dave enjoys giving back to his community, and is actively involved with the Greater Moncton Progress Club. He has past and recurring involvement with the Georges Dumont Hospital Foundation and the JDRF.
Struan Smith, B.Sc., LLB, TEP
Senior Trust and Estate Consultant
Struan believes that a key component of any wealth management plan is an estate plan; one that protects our clients and their families, their assets, preserves their legacy and ensures that their plans occur as desired. For complex estate and trust issues, he draws on the expertise of CIBC partners, recommends external professionals and acts as an objective third-party to help develop solutions and coordinate communication.
Administering an estate, trust or acting as an attorney for property is time-consuming and requires a knowledge of many different areas. Struan and his team have the expertise to execute or assist others with the execution of those roles effectively and efficiently.
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.
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, CFP, CIM, FCSI
Financial Planning Specialist
Dave prides himself on empowering clients with the confidence to make informed financial decisions. With over twenty years in the financial services industry, his main focus has always been financial planning, and he also has experience as a product specialist and as an investment advisor. Dave enjoys giving back to his community, and is actively involved with the Greater Moncton Progress Club. He has past and recurring involvement with the Georges Dumont Hospital Foundation and the JDRF.