Douglas Chafe, CIM, CLU, CH.F.C., CFP®
Tel:
(709) 576-2700Email:
douglas.chafe@cibc.caDoug is a Senior Wealth Advisor with CIBC Wood Gundy - St. John’s.
His career in the wealth management industry spans over 30 years, having led a local team of highly experienced Wealth Advisory Teams, managing in excess of $2.0 billion in client assets.
He is a graduate of Memorial University's School of Business and a Fellow of the Canadian Securities Institute. He holds the designations of Chartered Investment Manager, Chartered Financial Consultant, Chartered Life Underwriter and Certified Financial Planner.
Doug has been recognized nationally for his leadership and in 2020 was awarded National Branch Manager of the Year for CIBC Wood Gundy. He is a past semi-finalist for the Investment Dealers Association of Canada Distinction Award. The IDA Distinction Program recognizes outstanding Investment Advisors who exemplify excellent service to clients and the community.
He has served as a board member on the CIBC Wood Gundy Advisory Council to Management and on the executive of the Newfoundland and Labrador District Council of the Canadian Investment Regulatory Organization.
Doug is a past chair for the Community Foundation of Newfoundland and Labrador and is actively involved in several local charitable and volunteer activities, most notably the CIBC Run for the Cure and CIBC World Markets Children's Miracle Day.
The CHS Financial Group provides family-based, multi-generational wealth planning services with an emphasis on comprehensive financial planning and best-in-class investment management solutions. The group is comprised of highly skilled and experienced individuals who work together, using the most advanced technology and research, to construct realistic and effective financial strategies addressing clients’ present circumstances, priorities and long-term goals.
Stephen Puddister
Tel:
(709) 724-3841Email:
stephen.puddister@cibc.com
Steve is responsible for all aspects of personal investing and financial planning for clients. He believes a financial plan is critical to each client and the cornerstone of the relationship. By creating an in depth financial plan he guides his clients through the three main pillars-Building wealth, preserving wealth and transferring generational wealth-all in a tax efficient manner. Steve strives to educate clients on investments and retirement planning by having several meetings throughout the year and also emailing relevant content to keep them up to date.
Steve has been in the finance industry for over 16 years and with Wood Gundy since 2016. Steve has a bachelors degree in Business Administration with a focus on finance from Memorial University. As an active member of the community he is Past Chair of the Newfoundland CIRO District Council, Past President of the Canadian Progress Club chapter whose two charity mandates are the Vera Perlin Society and Special Olympics and is currently a board member of CIRO.
In his spare time, Steve enjoys staying active with his young family. Favorite past times include hiking this beautiful province as well as playing many sports such as golf, tennis, hockey, and skiing.
Grant Hiscock
Tel:
(709) 576-0670Tel:
(709) 631-9416Email:
grant.hiscock@cibc.comGrant is an Investment Advisor with significant experience in the areas of Corporate Strategy, Finance, Government Relations and Privacy Management.
Prior to joining CIBC Wood Gundy, he spent time with Newfoundland and Labrador Hydro, Marine Atlantic and Ernst and Young after completing a Bachelor of Commerce Degree at Saint Mary’s University in Halifax, Nova Scotia.
Grant has a passion for wealth management with a focus on meeting clients’ needs through comprehensive financial planning and an asset allocation strategy that aligns with clients’ investment goals and life aspirations. His previous leadership roles within both the Federal and Provincial Government gives him a big picture focus and a commitment to delivering the highest service possible through multiple client touch points.
Grant also likes to stay active and appreciates the amazing outdoor and hiking opportunities that Newfoundland and Labrador has to offer.
In keeping with the long standing success of the CHS Financial Group, and with a goal of delivering the highest service possible, Grant is focused on meeting clients’ increasingly diverse needs. This includes comprehensive financial planning and estate planning services to individuals, professionals, families, and companies.
Douglas Chafe, CIM, CLU, CH.F.C., CFP®
Senior Wealth Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Doug is a Senior Wealth Advisor with CIBC Wood Gundy - St. John’s.
His career in the wealth management industry spans over 30 years, having led a local team of highly experienced Wealth Advisory Teams, managing in excess of $2.0 billion in client assets.
He is a graduate of Memorial University's School of Business and a Fellow of the Canadian Securities Institute. He holds the designations of Chartered Investment Manager, Chartered Financial Consultant, Chartered Life Underwriter and Certified Financial Planner.
Doug has been recognized nationally for his leadership and in 2020 was awarded National Branch Manager of the Year for CIBC Wood Gundy. He is a past semi-finalist for the Investment Dealers Association of Canada Distinction Award. The IDA Distinction Program recognizes outstanding Investment Advisors who exemplify excellent service to clients and the community.
He has served as a board member on the CIBC Wood Gundy Advisory Council to Management and on the executive of the Newfoundland and Labrador District Council of the Canadian Investment Regulatory Organization.
Doug is a past chair for the Community Foundation of Newfoundland and Labrador and is actively involved in several local charitable and volunteer activities, most notably the CIBC Run for the Cure and CIBC World Markets Children's Miracle Day.
The CHS Financial Group provides family-based, multi-generational wealth planning services with an emphasis on comprehensive financial planning and best-in-class investment management solutions. The group is comprised of highly skilled and experienced individuals who work together, using the most advanced technology and research, to construct realistic and effective financial strategies addressing clients’ present circumstances, priorities and long-term goals.
Stephen Puddister
Wealth Advisor
Opens in your telephone provided application. Opens in your email provided application.Steve is responsible for all aspects of personal investing and financial planning for clients. He believes a financial plan is critical to each client and the cornerstone of the relationship. By creating an in depth financial plan he guides his clients through the three main pillars-Building wealth, preserving wealth and transferring generational wealth-all in a tax efficient manner. Steve strives to educate clients on investments and retirement planning by having several meetings throughout the year and also emailing relevant content to keep them up to date.
Steve has been in the finance industry for over 16 years and with Wood Gundy since 2016. Steve has a bachelors degree in Business Administration with a focus on finance from Memorial University. As an active member of the community he is Past Chair of the Newfoundland CIRO District Council, Past President of the Canadian Progress Club chapter whose two charity mandates are the Vera Perlin Society and Special Olympics and is currently a board member of CIRO.
In his spare time, Steve enjoys staying active with his young family. Favorite past times include hiking this beautiful province as well as playing many sports such as golf, tennis, hockey, and skiing.
Grant Hiscock
Investment Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Grant is an Investment Advisor with significant experience in the areas of Corporate Strategy, Finance, Government Relations and Privacy Management.
Prior to joining CIBC Wood Gundy, he spent time with Newfoundland and Labrador Hydro, Marine Atlantic and Ernst and Young after completing a Bachelor of Commerce Degree at Saint Mary’s University in Halifax, Nova Scotia.
Grant has a passion for wealth management with a focus on meeting clients’ needs through comprehensive financial planning and an asset allocation strategy that aligns with clients’ investment goals and life aspirations. His previous leadership roles within both the Federal and Provincial Government gives him a big picture focus and a commitment to delivering the highest service possible through multiple client touch points.
Grant also likes to stay active and appreciates the amazing outdoor and hiking opportunities that Newfoundland and Labrador has to offer.
In keeping with the long standing success of the CHS Financial Group, and with a goal of delivering the highest service possible, Grant is focused on meeting clients’ increasingly diverse needs. This includes comprehensive financial planning and estate planning services to individuals, professionals, families, and companies.
Lisa Duffy
Financial Associate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Lisa has over 20 years’ experience in the investment industry and 16 years’ experience with CIBC Woody Gundy. She is very detailed-oriented and experienced in managing all aspects of client care and administration. Lisa views education as an integral part of maintaining up-to-date in the industry, which is why she recently completed her insurance licensing. Outside of work Lisa volunteered as a Run Director for three years with CIBC Run for the Cure and she is an active volunteer with the Jimmy Pratt Soup Kitchen.
Julia Smart
Administrative Assistant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Julia Smart is our Administrative Assistant for the CHS Financial Group at CIBC Wood Gundy.
Julia has her Bachelor’s degree in Business Administration from Memorial University. Julia also has a background in customer service and is excited to help you with all of your administrative needs. Her focus to detail and organizational skills help to manage client care and administrative work.
Julia values what CIBC represents and how they give back to their community. On behalf of her mother and women everywhere she has participated in CIBC Run for the Cure multiple times.
In her spare time Julia believes in staying active and having a healthy lifestyle. Since a young age Julia was in a wide range of activities such as dancing, basketball, soccer, and softball. Today Julia remains active through yoga and daily walks with her cute Chihuahua, Belle.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
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.
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.
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.
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.
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.
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.