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

Chisholm Advisory Group

  • Home
  • About us
    • Our team
    • Team philosophy
  • Services
    • Our solutions
    • Investment Consulting Service (ICS)
    • Portfolio partner
  • Market insights
  • Community
  • Contact us

Our team

Address 1969 Upper Water Street, Tower Two Suite 1801 Halifax NS, B3J 3R7
Telephone Number (902) 420-6213
Email Email us
Email Email
Telephone Number Tel

About Wood Gundy

We are a dedicated team of financial professionals who provide comprehensive financial planning and advice to a specific type of client who counts on us to look out for their best interests. We do this within the framework of a "multifamily office" where we have the expertise and experience to handle all issues that are of importance to the families that employ us.

Families hire us to help guide them through complex situations that they either lack the expertise to make an informed decision about or are too busy running their operating companies to be actively involved. We take this position of trust very seriously and endeavor to make things clear, simple and situation appropriate in each instance we are called upon to provide service.

The heart of our practice is a desire to assist and advise people on how to achieve what is important to them. We believe that nothing is more important than the continued success of the families who in trust us with their well-being.

 

OUR TEAM

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

 
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Pamela Chisholm, BA, FMA, FCSI

Senior Wealth Advisor

Tel:

(902) 420-6213

Email:

pamela.chisholm@cibc.com

Linkedin

Pamela Chisholm’s passion for helping people began in her career in social services, where she supported families in need. She later transitioned to a career in finance, continuing her commitment to helping others. Pamela worked as an Investment Advisor alongside her father and eventually took over his business. She remains deeply dedicated to working with families, particularly in navigating the complexities of individual and intergenerational family wealth. With over 27 years of experience, Pamela specializes in confidential legacy planning, estate maximization, portfolio advice, and the strategic implementation of financial plans.

 

As a Senior Wealth Advisor with CIBC Private Wealth, Pamela is committed to guiding clients through the intricacies of wealth management, offering tailored solutions that address each client's unique needs. By leveraging the full resources of CIBC, she has access to leading financial, estate, and business planning professionals, in-depth research, online tools, and best-in-class investment solutions.  

 

Outside of her professional life, Pamela enjoys traveling, boxing, playing piano, making her famous homemade chocolates, and spending quality time with her Scottish Terriers, Aberdeen, and Hamish.  

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Jacob Nobbe

Associate Investment Advisor

Tel:

(902) 428-4968

Email:

jacob.nobbe@cibc.com

Linkedin

Jacob Nobbe’s passion for finance led him to earn a Bachelor of Business Administration in Advanced Finance from St. Francis Xavier University. He works alongside Pamela to design and implement changes within client portfolios and collaborates with partners to research and monitor portfolio managers and securities. Jacob is committed to providing top-tier service and takes pride in delivering exceptional results for every client.  

 

With a strong background in competitive sports, including playing hockey and tennis at high levels, Jacob captained the Nova Scotia tennis team at the Summer Canada Games. His involvement with the Halifax Hawks, Citadel High, and Antigonish Junior B hockey organizations instilled in him a deep sense of discipline, leadership, and teamwork. These experiences have shaped his dedication to excellence in all aspects of life.  

 

A lifelong Haligonian, Jacob enjoys life with his partner, two cats—Louie and Chewy—and his rescue dog, Dilly. Fun fact: Jacob’s Norwegian last name is pronounced “Knob-E.”  

headshot

Rowan Hazel

Administrative Assistant

Tel:

(902) 425-6900

Email:

rowan.hazel@cibc.com

Rowan Hazel is a native of Bedford, Nova Scotia, and holds a Bachelor of Commerce degree from Saint Mary’s University, where he double majored in Finance and Human Resources.

 

During his time at university, Rowan earned a spot in the President’s Hall of Academic Excellence, a testament to his academic achievements. He also actively engaged in the Bloomberg Global Trading Challenge and the Saint Mary’s University Investment Society Trading Competition, where he further honed his passion for finance.

 

Outside of his academic and professional pursuits, Rowan is an avid outdoors enthusiast. He enjoys snowboarding during the winter months and downhill mountain biking in the summer.

Pamela Chisholm, BA, FMA, FCSI

Senior Wealth Advisor
(902) 420-6213
Opens in your telephone provided application.
pamela.chisholm​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Pamela Chisholm’s passion for helping people began in her career in social services, where she supported families in need. She later transitioned to a career in finance, continuing her commitment to helping others. Pamela worked as an Investment Advisor alongside her father and eventually took over his business. She remains deeply dedicated to working with families, particularly in navigating the complexities of individual and intergenerational family wealth. With over 27 years of experience, Pamela specializes in confidential legacy planning, estate maximization, portfolio advice, and the strategic implementation of financial plans.

 

As a Senior Wealth Advisor with CIBC Private Wealth, Pamela is committed to guiding clients through the intricacies of wealth management, offering tailored solutions that address each client's unique needs. By leveraging the full resources of CIBC, she has access to leading financial, estate, and business planning professionals, in-depth research, online tools, and best-in-class investment solutions.  

 

Outside of her professional life, Pamela enjoys traveling, boxing, playing piano, making her famous homemade chocolates, and spending quality time with her Scottish Terriers, Aberdeen, and Hamish.  

Jacob Nobbe

Associate Investment Advisor
(902) 428-4968
Opens in your telephone provided application.
jacob.nobbe​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Jacob Nobbe’s passion for finance led him to earn a Bachelor of Business Administration in Advanced Finance from St. Francis Xavier University. He works alongside Pamela to design and implement changes within client portfolios and collaborates with partners to research and monitor portfolio managers and securities. Jacob is committed to providing top-tier service and takes pride in delivering exceptional results for every client.  

 

With a strong background in competitive sports, including playing hockey and tennis at high levels, Jacob captained the Nova Scotia tennis team at the Summer Canada Games. His involvement with the Halifax Hawks, Citadel High, and Antigonish Junior B hockey organizations instilled in him a deep sense of discipline, leadership, and teamwork. These experiences have shaped his dedication to excellence in all aspects of life.  

 

A lifelong Haligonian, Jacob enjoys life with his partner, two cats—Louie and Chewy—and his rescue dog, Dilly. Fun fact: Jacob’s Norwegian last name is pronounced “Knob-E.”  

Rowan Hazel

Administrative Assistant
(902) 425-6900
Opens in your telephone provided application.
rowan.hazel​@cibc.com
Opens in your email provided application. Opens in a new tab.

Rowan Hazel is a native of Bedford, Nova Scotia, and holds a Bachelor of Commerce degree from Saint Mary’s University, where he double majored in Finance and Human Resources.

 

During his time at university, Rowan earned a spot in the President’s Hall of Academic Excellence, a testament to his academic achievements. He also actively engaged in the Bloomberg Global Trading Challenge and the Saint Mary’s University Investment Society Trading Competition, where he further honed his passion for finance.

 

Outside of his academic and professional pursuits, Rowan is an avid outdoors enthusiast. He enjoys snowboarding during the winter months and downhill mountain biking in the summer.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Krista LeBlanc

Krista LeBlanc, CFP®

Financial Planning Specialist

Krista joined the financial planning industry in 2008. She has held various roles throughout retail banking and wealth management. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.


As a Financial Planning Specialist, Krista's goal is to create confidence through knowledge; giving families the ability to move forward on decisions affecting their wealth knowing they have a well-thought-out comprehensive plan in place.

Craig Merriam

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

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

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. 

Lindsay Logie

Lindsay Logie, JD, TEP

Senior Trust and Estate Consultant

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.

Bruce and Thomas

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.

Kate Ross

Kate Ross, BA, JD

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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. 

Lindsay Logie

Lindsay Logie, JD, TEP

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

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.

Krista LeBlanc

Krista LeBlanc, CFP®

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

Krista joined the financial planning industry in 2008. She has held various roles throughout retail banking and wealth management. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.


As a Financial Planning Specialist, Krista's goal is to create confidence through knowledge; giving families the ability to move forward on decisions affecting their wealth knowing they have a well-thought-out comprehensive plan in place.

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.

Heather Latta

Heather Latta, CFP®, TEP, CLU, HBA

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

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

Kate Ross, BA, JD

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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. 

Lindsay Logie

Lindsay Logie, JD, TEP

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

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.

 
 
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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.