Gregory Flinn
Tel:
(902) 527-4055Email:
gregory.flinn@cibc.ca- Over 35 years of experience in the investment industry
- Holds a Bachelor of Commerce degree from St. Mary's University
- Has served on many boards in Lunenburg County including the YMCA, Osprey Ridge Golf Club, the Lunenburg County Sports Heritage Society, and the Bridgewater Development Association
Bruce Flinn, CFP®, CIM®
Tel:
(902) 527-4053Email:
bruce.flinn@cibc.com- Over 28 years of working in the Financial Service Industry, most recently in Saskatoon and Toronto
- Holds a Bachelor of Science & a Bachelor of Commerce degree from St. Mary’s University in Halifax
- Studied French Immersion at Université Sainte-Anne
- Certified Financial Planner CFP®
- Chartered Investment Manager CIM®
- Bruce is a sport enthusiast, and has served on the Bluenose II Alumni Association
Brit Flinn
Tel:
(902) 527-4056Email:
Brit.Flinn@cibc.com- Licensed Investment Representative with the Canadian Investment Regulatory Organization (CIRO)
- Holds a Bachelor of Commerce Co-op degree with a major in Marketing Management from Dalhousie University in Halifax, Nova Scotia
- Holds a diploma in Graphic Design from Shillington College in Brisbane, Australia
Gregory Flinn
Senior Wealth Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.- Over 35 years of experience in the investment industry
- Holds a Bachelor of Commerce degree from St. Mary's University
- Has served on many boards in Lunenburg County including the YMCA, Osprey Ridge Golf Club, the Lunenburg County Sports Heritage Society, and the Bridgewater Development Association
Bruce Flinn, CFP®, CIM®
Associate Wealth Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.- Over 28 years of working in the Financial Service Industry, most recently in Saskatoon and Toronto
- Holds a Bachelor of Science & a Bachelor of Commerce degree from St. Mary’s University in Halifax
- Studied French Immersion at Université Sainte-Anne
- Certified Financial Planner CFP®
- Chartered Investment Manager CIM®
- Bruce is a sport enthusiast, and has served on the Bluenose II Alumni Association
Brit Flinn
Client Associate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.- Licensed Investment Representative with the Canadian Investment Regulatory Organization (CIRO)
- Holds a Bachelor of Commerce Co-op degree with a major in Marketing Management from Dalhousie University in Halifax, Nova Scotia
- Holds a diploma in Graphic Design from Shillington College in Brisbane, Australia
Laurene Davis
Client Associate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.- Registered Investment Representative with the Canadian Investment Regulatory Organization (CIRO)
- Holds a Bachelor of Arts degree with a double major in Psychology and Women Studies from Western University in London, Ontario
- Enjoys camping, traveling, crafting and spending time with her dogs Ronin & Olive.
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.
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 and Thomas 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.
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.
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 and Thomas 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
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.