A native of Baddeck, Trevor excels in client relationship management. Born and raised in a small town, local business and family friends are part of his daily environment. He is devoted to establishing genuine relationships with his clients and helping them achieve their wealth ambitions.

Trevor prides himself on educating clients and delivering a high level of service. He is committed to delivering personalized wealth solutions, with investment management, retirement and succession planning being the pillars of his offering.

Trevor holds the Chartered Investment Manager (CIM®) designation, Bachelor of Commerce and MBA from Dalhousie University.

His passions include personal fitness, competitive golf and spending quality time with his two children. Trevor recently served as the president for the Glen Arbour Homeowners Association.

Shannon has worked in the investment industry since 2006 and alongside Trevor since 2018. A strong believer in lifelong learning, Shannon earned the Governor General’s Medal for academic achievement at Nova Scotia Community College before going on to achieve her Chartered Investment Manager (CIM®), Personal Financial Planner (PFP) and Financial Management Advisor (FMA) designations. In 2017, Shannon graduated from Saint Mary’s University's Commerce program with a focus in accounting. As a member of the Dean’s list, she graduated with highest distinction and was admitted to the Presidents Hall of Academic Excellence. Shannon enjoys mentoring co-op students and new colleagues and can be found helping them study for mandatory exams. 

Originally from Ottawa, Shannon now considers herself to be a true Haligonian at heart. She enjoys travelling, theatre, reading and recently took up squash and kayaking. She has volunteered with the Nova Scotia Food Bank, The Brunswick Street Mission and the Bridgetown Triathlon. Shannon’s love for people and desire to help them reach their goals makes her an invaluable part of Trevor’s team. She lives in Eastern Passage with her dog, Snickers, and in her free time you'll find them together on the water or trails near her home.

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.

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.

With over 30 years of experience in the financial services and arts sector, Doreen provides  financial planning advice to high net worth and ultra-high net worth clients. Leveraging her extensive industry experience and always acting with integrity, she facilitates a client centric process that prioritizes listening and empathy to provide a positive experience which empowers clients to confidently take action.
Doreen is a Chartered Professional Accountant (CA); a Certified Financial Planner; and a Family Enterprise Advisor.

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 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.

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. 

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.