Alexander Naish, CIM®, CFP®
Alex has a Bachelor of Commerce with a concentration in Finance from McMaster University. He also holds the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP) designations which allow him to provide sophisticated and complex financial planning that is individualized for each clients unique needs.
With over 15 years of experience in financial services, Alex specializes in portfolio design, investment management, options, insurance and financial planning. He provides retirement advice, legacy planning, tax and estate planning, and business transition planning solutions. As an advisor working with professionals, families, and business owners he provides an all-encompassing approach to the management of clients’ personal and professional wealth not only for today but for future generations.
Outside of the office, Alex loves traveling with his wife and 3 boys, volunteering in the community, as well as both playing and coaching soccer.
Nicole Naish
After graduating from Mount Allison University with a Bachelor of Commerce Degree, Nicole joined the National Investment Team in Ottawa working in commercial real estate with overseas holding companies, REITs, and pension funds.
After moving back to Atlantic Canada and aligning herself with Canada’s leading wealth management firm, Nicole has continued to pursue her passion in working with businesses and families helping them reach their investment and financial planning goals. She is known for her compassionate, thoughtful approach to wealth management as she aims to understand her client’s struggles and dreams. Through her detailed process she takes a holistic approach to the management of clients’ personal and professional wealth by employing strategies focused on consistent, long-term growth and capital preservation.
Outside the office Nicole spends time with her husband and their three boys. As a family they volunteer for numerous groups in the community and enjoy being active.
Karen Hari
Karen began her career with CIBC Wood Gundy in her home town of Toronto where her first role was as an assistant on the trading floor. As her interest in private wealth grew, Karen sought out opportunities on the equity research side of the business. She joined the Investment Strategy Group where she held positions as an Equity Research Assistant and Equity Research Associate. Karen also gained experience through her role as a Marketing Consultant with the Marketing and Communications team.
In 2012, Karen moved with her family to Moncton. After a short hiatus raising her two daughters Chloe and Ella, she joined the Moncton branch as Branch Coordinator/Associate. She is registered with CIRO as an Investment Representative, and is working towards further accreditation.
Outside the office Karen enjoys spending time with her family, travelling, and being active.
Branden McKiel
Branden has a Bachelor of Commerce from Saint Mary's University's Frank H. Sobey School of Business and began his career in the financial services industry in commercial banking and corporate finance with two large Canadian lenders.
Branden is highly motivated to assist clients in reaching their investment goals and needs as well as grow their net worth and seeing them achieve their lifelong financial goals.
Branden has a strong passion for wealth management and fundamental investment research on individual securities. In the future he hopes to obtain his CIM® and CFP® designations.
Outside the office Branden enjoys reading history and biographies as well as fishing with friends and family.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
Morrison & Elinesky Estate Planning Group
When clients are approached with the topic of Estate Planning, they are often given complex, overwhelming proposals causing them to be more confused regarding their estate plan than when they first initiated the process. Our primary goal is to ensure clients are comfortable and confident in the decisions they make. Creating peace of mind for our clients drives our business philosophy. Bruce Morrison and Thomas Elinesky have a combined 35+ years of experience and have been working together at CIBC Wood Gundy since 2012, with a particular focus on implementing insurance strategies to help maximize one’s tax and estate plan.
With Bruce’s Actuarial and sales background coupled with Thomas’s vast experience in product service & development, our team is able to provide clients with a deeper understanding of insurance needs and products.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
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.
Morrison & Elinesky Estate Planning Group
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.When clients are approached with the topic of Estate Planning, they are often given complex, overwhelming proposals causing them to be more confused regarding their estate plan than when they first initiated the process. Our primary goal is to ensure clients are comfortable and confident in the decisions they make. Creating peace of mind for our clients drives our business philosophy. Bruce Morrison and Thomas Elinesky have a combined 35+ years of experience and have been working together at CIBC Wood Gundy since 2012, with a particular focus on implementing insurance strategies to help maximize one’s tax and estate plan.
With Bruce’s Actuarial and sales background coupled with Thomas’s vast experience in product service & development, our team is able to provide clients with a deeper understanding of insurance needs and products.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.