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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Flinn Wealth Advisory Group

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  • About us
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    • Our solutions
    • Investment philosophy
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About us

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About Wood Gundy

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

Previous Next
Bruce Flinn

Bruce Flinn, CFP®, CIM®

Associate Wealth Advisor

Tel:

(902) 527-4053
Opens in your telephone provided application.

Email:

bruce.flinn​@cibc.com
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

Brit Flinn

Client Associate

Tel:

(902) 527-4056
Opens in your telephone provided application.

Email:

Brit.Flinn​@cibc.com
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

Laurene Davis

Client Associate

Tel:

(902) 527-4057
Opens in your telephone provided application.

Email:

laurene.davis​@cibc.com
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.
Gregory Flinn

Gregory Flinn

Senior Wealth Advisor

Tel:

(902) 527-4055
Opens in your telephone provided application.

Email:

gregory.flinn​@cibc.ca
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

Bruce Flinn, CFP®, CIM®

Associate Wealth Advisor

Tel:

(902) 527-4053
Opens in your telephone provided application.

Email:

bruce.flinn​@cibc.com
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

Brit Flinn

Client Associate

Tel:

(902) 527-4056
Opens in your telephone provided application.

Email:

Brit.Flinn​@cibc.com
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

Laurene Davis

Client Associate

Tel:

(902) 527-4057
Opens in your telephone provided application.

Email:

laurene.davis​@cibc.com
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.
Gregory Flinn

Gregory Flinn

Senior Wealth Advisor

Tel:

(902) 527-4055
Opens in your telephone provided application.

Email:

gregory.flinn​@cibc.ca
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

Bruce Flinn, CFP®, CIM®

Associate Wealth Advisor

Tel:

(902) 527-4053
Opens in your telephone provided application.

Email:

bruce.flinn​@cibc.com
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
Gregory Flinn

Gregory Flinn

Senior Wealth Advisor

Tel:

(902) 527-4055

Email:

gregory.flinn​@cibc.ca

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

Bruce Flinn, CFP®, CIM®

Associate Wealth Advisor

Tel:

(902) 527-4053

Email:

bruce.flinn​@cibc.com

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

Brit Flinn

Client Associate

Tel:

(902) 527-4056

Email:

Brit.Flinn​@cibc.com

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

Laurene Davis

Client Associate

Tel:

(902) 527-4057

Email:

laurene.davis​@cibc.com

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.

Strategic Partners

Leveraging The Resources Of CIBC To Meet Your Financial Needs
 

We are committed to helping you achieve all of your financial goals by providing you with personalized and innovative solutions designed to meet your unique needs. But we offer more than just investment advice – by leveraging the expertise of our partners across the CIBC group of companies, we can provide you access to a full range of products and services that incorporates everything from your investments to your day-to-day banking activities and lending products.

Previous Next
Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Bruce and Thomas

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

Craig Merriam, TEP, CFP®, FMA, RRC, BA, MPA

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Bruce and Thomas

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

Craig Merriam, TEP, CFP®, FMA, RRC, BA, MPA

Financial Planning Specialist

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.