John L. Travis, B.B.A.
Investment Advisor
Branch Manager
John came to CIBC Wood Gundy in 1997 after many years working as an executive in the private sector. He is a graduate of UNB and resides in Rothesay with his wife, Carrie and son, Connolly.
He is involved in a number of Not-for-Profit organizations and has served on the board of directors for the Stan Cassidy Foundation, Greater Saint John Community Foundation and the Cathedral Restoration Foundation. He has also served in the past as a Director and Committee member of the Saint John Board of Trade, Business Community Anti-Poverty Initiative and the New Brunswick and Canadian Curling Associations.
John enjoys golf, hockey, watersports and Martial Arts.
Jonathan A. Flemming, CPA, CMA, B.B.A.
Investment Advisor
Prior to joining CIBC Wood Gundy in 2016, Jonathan worked for a major accounting firm and in the private sector. His investment approach is to provide unparalleled service and quality advice to each and every client. He uses his experience to provide the best tailored financial strategies possible for his clients and their families, helping them achieve their goals.
Jonathan resides in Quispamsis with his wife and children.
Karla M. Yurco
Administrative Associate
Karla was raised and still resides in East Saint John. She has been with CIBC Wood Gundy since 1999 and joined the team full time in 2015. She provides an exceptional client service by managing clients' needs and fulfilling varied requests in a timely fashion. She takes pride in her high level of client service and makes her clients' needs a priority.
When not working, she enjoys spending time with her husband and daughter.
John L. Travis, B.B.A.
John came to CIBC Wood Gundy in 1997 after many years working as an executive in the private sector. He is a graduate of UNB and resides in Rothesay with his wife, Carrie and son, Connolly.
He is involved in a number of Not-for-Profit organizations and has served on the board of directors for the Stan Cassidy Foundation, Greater Saint John Community Foundation and the Cathedral Restoration Foundation. He has also served in the past as a Director and Committee member of the Saint John Board of Trade, Business Community Anti-Poverty Initiative and the New Brunswick and Canadian Curling Associations.
John enjoys golf, hockey, watersports and Martial Arts.
Jonathan A. Flemming, CPA, CMA, B.B.A.
Prior to joining CIBC Wood Gundy in 2016, Jonathan worked for a major accounting firm and in the private sector. His investment approach is to provide unparalleled service and quality advice to each and every client. He uses his experience to provide the best tailored financial strategies possible for his clients and their families, helping them achieve their goals.
Jonathan resides in Quispamsis with his wife and children.
Karla M. Yurco
Karla was raised and still resides in East Saint John. She has been with CIBC Wood Gundy since 1999 and joined the team full time in 2015. She provides an exceptional client service by managing clients' needs and fulfilling varied requests in a timely fashion. She takes pride in her high level of client service and makes her clients' needs a priority.
When not working, she enjoys spending time with her husband and daughter.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
Thomas Elinesky
Estate Planning Specialist
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.
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.
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.
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.
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.
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.
Thomas Elinesky
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.
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.