Aaron Sherlock, CIM®
Aaron is an Investment Advisor with Sherlock Wealth Management, he brings over 10 years of capital markets experience to the team. Aaron joined CIBC Wood Gundy with a strong financial background, having worked in Calgary as an Oil and Gas Research Associate and prior to that as an Investment Banking Analyst . Aaron is a process oriented Investment Advisor that strives to accomplish client’s unique investment and wealth management objectives. His interests outside of work include snowboarding and golf. Aaron is also involved with several charities, including Motionball (Special Olympics), the Boys & Girls Club and is a frequent blood donor.
“Investing shouldn’t be a black box. I strive to give my clients a fundamental understanding of what they are invested in and why.”
Stephen Sherlock, MBA
Stephen is an Investment Advisor with over 35 years of experience in the financial services industry. In 1984, he received his Master’s in Business Administration from the University of Maine in Orono. After graduation he worked as a Municipal Bond Underwriter for a large U.S. commercial bank. Stephen’s passions include skiing, fly fishing and spending time with his family. Stephen has a history of being involved in the community as a former member of the Saint John Board of Economic Development as well as many years as a youth basketball coach.
"Patience and a plan pay off in the long-run."
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.
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.
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.
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, 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.