Paul Smith, CIM®
Paul has worked decades in the investment business and enjoys sharing his passion for investing since graduating from Dalhousie University with an MBA.
Specializing in all aspects of investment counseling including stocks, bonds & options as well as financial & estate planning, Paul also has a Certified Investment Management (CIM)© designation, constructing disciplined diversified portfolios focused on individual equities.
While using the 400-year history of the stock markets as a guide, “Those who ignore history are doomed to repeat it”
“Those that fail to learn from history are doomed to repeat it.”
With the investment portfolio as the engine of growth and/or income of the financial plan, Paul partners with CIBC Wood Gundy specialists to bring a complete picture to the investor’s wealth strategy.
He works with other team members:
- Financial Planners & Wealth Strategists
- Estate Planning Specialists
- Private Bankers
- Trust Services
Tara Boutilier, BA
Tara is a registered representative and licensed insurance advisor who has over 25 years of industry experience. Tara ensures that everything runs smoothly for our clients; handling the team's day-to-day operations including among other things client documentation and compliance. Tara is also the cheerful voice on the other end of the line helping our clients and other external and internal points of contacts, such as accountants with all their daily requests.
Tara exemplifies the true meaning of dedication and compassion, not only to our team, but also to her family and friends, constantly putting others first. She enjoys spending her free time either cooking for her family and friends, joining them for a stroll, or just reaching out to “catch up". Her biggest passion is cuddling up with the love of her life, Ian.
Caroline Jarmash, CIM®, BA
Caroline started her career in financial services over 25 years ago, while still a student at Dalhousie University. Caroline oversees our communications and social media, and also assists with portfolio administration, trading, FX and settlements.
Born and raised in Halifax, Caroline grew up in an entrepreneurial family and knows the value of hard work and dedication. Her motto is “never settle” and she is constantly setting new goals for her personal development. Recently, Caroline has obtained her Chartered Investment Manager Designation.
Caroline loves spending quality time with her three children, Dominique, Alexandra and Nicholas as well as her husband, Fouad. Her interests include singing and fishing, and she is a very active member of our Lady of Lebanon Church community.
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.
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.
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.
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.