Gordon grew up in a small, close knit community in Newfoundland, where family came first and honesty, integrity and helping your neighbor was cultural bedrock. But his curiosity about the world and sense of adventure had him moving on. His interest in science and mathematics, along with a fascination with the stock market led him to an engineering degree and soon after, a masters degree in finance. Recruited by a major multi-national corporation, Gordon landed in Vancouver and then Calgary in various analyst and management roles, and provided the opportunity to travel the world. Along the way, marriage and parenthood brought Gordon and his family back to the Maritimes, and a new career as a financial advisor with CIBC Wood Gundy in 1997, fulfilling a lifelong goal to run his own business, just as his father had. Years of hard work, a sincere desire to help others, and a commitment to lifelong learning has brought Gordon to the top of his profession. Doing what he loves, helping his clients achieve all their dreams, being immersed in the financial markets every day, and satisfying his endless curiosity about how it all works, has kept Gordon engaged and looking forward to each new day, building his team and providing his best insights in new ways to benefit each client. 

Gordon holds a Bachelor's Degree in Engineering, an MBA (Finance) degree, the Certified Investment Manager ( CIM®) designation, and in 2002 was granted the Canadian Securities Institute's highest honor, Fellow of the Canadian Securities Institute (FCSI®).

Terri has been a Client Associate with CIBC Wood Gundy since 2003, joining the team just recently. She holds a Bachelor of Business Administration from Mount Saint Vincent University in Halifax. Terri can provide live quotes and accept trading instructions from our clients during market hours. Prior to working at CIBC Wood Gundy, she spent 10 years with the provincial Department of Finance.

Michael is an Associate Investment Advisor here at the Forsey Advisory Group. Beginning his career here at CIBC Wood Gundy in early 2024, Michael passed his Canadian Securities Course and Conduct and Practices exams. Michael works closely with Gord on portfolio construction, performance review, portfolio rebalancing, and cash management and maintains a high standard for client service and experience.

Michael is a graduate from ST. Francis Xavier University where he obtained a degree in Kinesiology. He was also was a receiver for the STFX X-Men Football team during his time there, winning an AUS championship in 2018 with them. Upon graduation, Michael worked in sales in the health industry.

Outside of work, Michael is enjoys maintaining an active healthy lifestyle with his partner Maddy and his dog Murphy. His favorite pastimes include weightlifting, running, and spending time in the outdoors.

Elizabeth graduated from Acadia University in 2022 with a Bachelor of Science majoring in Psychology. She began her career in the financial services industry at the retail banking level at CIBC, where her organized and detail-oriented approach along with her enthusiasm to help clients allowed her to build a strong foundation in client service and build knowledge of financial products. She later transitioned into Private Wealth joining our team in 2025. Elizabeth brings valuable client-facing experience and a deep understanding of client needs with an ability to foster meaningful, positive connections with clients. She supports the team and our clients through relationship management, coordination and thoughtful insights that enhance the overall client experience.

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.

As a CIBC Senior Trust and Estate Consultant, 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 different 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.

Thomas is a proponent of wealth management and believes that the key to successful financial planning is listening to clients’ needs and life objectives with a focus on how the use of life insurance can assist them in achieving their goals. He previously worked at one of the most successful independent financial planning firms where he primarily provided estate planning and retirement solutions. In addition to his sales and client relationship experience, Thomas also worked with one of the largest insurance companies on the product service and development side allowing him to build in-depth knowledge of current and past insurance products. 

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.

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.

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.