David Deacon, BA (Hons) Economics, CIM®
Senior Wealth Advisor
Portfolio Manager
Originally from Prince Edward Island, David Deacon has worked in finance for over 40 years. He takes a comprehensive, solution-focused approach to wealth management, working closely with his clients on all aspects of their financial situation.
By looking at each client’s personal and professional finances in depth, he is able to identify both opportunities and potential challenges, addressing the latter through strategic, innovative wealth management solutions. This thorough, collaborative approach ensures that each client receives a very high level of service that is personalized to reflect their goals.
A graduate of Dalhousie University, David holds a BA in Economics. He has his CIM® (Certified Investment Manager) designation, is a fellow of the Canadian Securities Institute and is insurance licensed.
David resides in the Wolfville area with his wife of many years and the youngest of their three children. His oldest, Caroline is a graduate of the Nova Scotia college of Art and Design (NSCA). John attended, and played hockey for the University of Ottawa. Blake currently attends and plays hockey for, Buffalo State University. In his spare time, David indulges his passion for antique cars and enjoys biking, hiking, kayaking, playing guitar and spending time with his family.
He is proud to be a part of an annual bike ride in Europe which raises money for Wounded Warriors Canada, an organization which supports veterans and first responders suffering from PTSD.
Shari Prime, CIM®
Associate Wealth Advisor
Associate Portfolio Manager
Shari Prime is a seasoned professional in the financial industry with over 15 years of experience. Her journey began in banking back in 2005, and since 2012 she has delved into the intricate world of Wealth Management. Collaborating closely with David since 2016 has been an enriching experience, allowing her to hone her diverse knowledge and expertise.
As an Associate Wealth Advisor Shari is fueled by passion and driven by a relentless pursuit of excellence. Holding the prestigious CIM® (Certified Investment Manager) designation is a testament to her commitment to mastery in the field. She takes immense pride in going above and beyond for her clients, ensuring that their financial aspirations are not just met but exceeded.
Shari’s client-centric approach sets her apart – she believes that understanding individual needs is paramount to crafting tailored solutions. Guiding clients towards their financial goals brings her immense joy and she is dedicated to making a meaningful difference in their lives through sound advice and unwavering support.
Shari was born in New Brunswick and has now lived in Nova Scotia for over 30 years. She resides in the Annapolis Valley with her husband as well as her parents, who live in a “granny suite” within the family home. Shari has two grown sons of whom she will happily boast, given the smallest opportunity. She loves to travel and enjoys movies, music, reading fiction, and cooking for family and friends when given the opportunity. In her spare time, she enjoys an active lifestyle that includes biking, hiking, golf and especially time with her family.
William Thibeau
Administrative Assistant
Brad, born and raised in Yarmouth, Nova Scotia, is a recent graduate from Acadia University with a degree in finance. Using his analytical and critical thinking skills he assists the team with administrative support and brings a high level of attention to detail in his role.
Brad has a passion for learning. In everything, he strives for excellence and is an asset for the team/clients alike.
David Deacon, BA (Hons) Economics, CIM®
Originally from Prince Edward Island, David Deacon has worked in finance for over 40 years. He takes a comprehensive, solution-focused approach to wealth management, working closely with his clients on all aspects of their financial situation.
By looking at each client’s personal and professional finances in depth, he is able to identify both opportunities and potential challenges, addressing the latter through strategic, innovative wealth management solutions. This thorough, collaborative approach ensures that each client receives a very high level of service that is personalized to reflect their goals.
A graduate of Dalhousie University, David holds a BA in Economics. He has his CIM® (Certified Investment Manager) designation, is a fellow of the Canadian Securities Institute and is insurance licensed.
David resides in the Wolfville area with his wife of many years and the youngest of their three children. His oldest, Caroline is a graduate of the Nova Scotia college of Art and Design (NSCA). John attended, and played hockey for the University of Ottawa. Blake currently attends and plays hockey for, Buffalo State University. In his spare time, David indulges his passion for antique cars and enjoys biking, hiking, kayaking, playing guitar and spending time with his family.
He is proud to be a part of an annual bike ride in Europe which raises money for Wounded Warriors Canada, an organization which supports veterans and first responders suffering from PTSD.
Shari Prime, CIM®
Shari Prime is a seasoned professional in the financial industry with over 15 years of experience. Her journey began in banking back in 2005, and since 2012 she has delved into the intricate world of Wealth Management. Collaborating closely with David since 2016 has been an enriching experience, allowing her to hone her diverse knowledge and expertise.
As an Associate Wealth Advisor Shari is fueled by passion and driven by a relentless pursuit of excellence. Holding the prestigious CIM® (Certified Investment Manager) designation is a testament to her commitment to mastery in the field. She takes immense pride in going above and beyond for her clients, ensuring that their financial aspirations are not just met but exceeded.
Shari’s client-centric approach sets her apart – she believes that understanding individual needs is paramount to crafting tailored solutions. Guiding clients towards their financial goals brings her immense joy and she is dedicated to making a meaningful difference in their lives through sound advice and unwavering support.
Shari was born in New Brunswick and has now lived in Nova Scotia for over 30 years. She resides in the Annapolis Valley with her husband as well as her parents, who live in a “granny suite” within the family home. Shari has two grown sons of whom she will happily boast, given the smallest opportunity. She loves to travel and enjoys movies, music, reading fiction, and cooking for family and friends when given the opportunity. In her spare time, she enjoys an active lifestyle that includes biking, hiking, golf and especially time with her family.
William Thibeau
Brad, born and raised in Yarmouth, Nova Scotia, is a recent graduate from Acadia University with a degree in finance. Using his analytical and critical thinking skills he assists the team with administrative support and brings a high level of attention to detail in his role.
Brad has a passion for learning. In everything, he strives for excellence and is an asset for the team/clients alike.
Craig Merriam, TEP, CFP®, FMA, RRC, BA, MPA
Financial Planning Specialist
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.
Heather Latta, CFP®, TEP, CLU, HBA
Financial Planning Specialist
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.
Kate Ross, BA, JD
Senior Trust and Estate Consultant
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.
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.
Craig Merriam, TEP, CFP®, FMA, RRC, BA, MPA
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.
Heather Latta, CFP®, TEP, CLU, HBA
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.
Kate Ross, BA, JD
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.