Paul has worked in the investment business since 1977 as both an investment advisor and branch manager. He began his career at Merrill Lynch and has been with CIBC Wood Gundy since 1990. Paul has a Bachelor of Commerce degree from Dalhousie University and is a Fellow of the Canadian Securities Institute (FCSI). Paul also has his Certified Investment Management (CIM) designation and is a licensed insurance agent. He specializes in all aspects of investment counseling including fixed income, equities, financial planning, and insurance. He has served on many boards and committees for many charitable organizations in Halifax and currently volunteers for the NS Nature Trust. He is also a member of the Halifax Estate Planning Council.

Mark began his career at CIBC Wood Gundy in 2010 after working at WBLI Chartered Accountants for four years as a senior auditor. Mark has a Bachelor of Commerce degree from Saint Mary's University and obtained his Chartered Accountant designation in 2009. He is a Certified Investment Manager (CIM®) and a Certified Financial Planner (CFP). He also became a fully licensed life insurance agent in Nova Scotia in 2010. Mark provides valuable expertise in tax planning to our personal and corporate clients. Mark is a member of the Chartered Accountants of Nova Scotia. He is also a member of the Halifax Estate Planning Council where he previously served on the board and was also a past president.

Concentrating on the financial and investment needs of high net worth individuals and small businesses, Bryden helps his clients develop strategies to manage their personal and corporate finances.  Stressing a long term approach to investing, he emphasizes financial planning to help his clients determine their needs for the future.  

A graduate of Dalhousie University, Bryden is an active member of his community and currently serves as a board member with Alderney Landing and Bonny Lea Farm.  Outside of work Bryden is a avid sailor, golfer and enjoys spending time with family.

Gem has worked in the financial industry since 2011 with CIBC before transferring to CIBC Wood Gundy. She holds a Bachelor of Arts degree in International Development Studies from Dalhousie University. She is a CIRO Registered Investment Representative and has completed various financial courses from the Canadian Securities Institute. On our team, she oversees daily operations and is responsible for trade execution, estate processing and tax preparation.

 

Heidi has worked in the financial industry since 2016 and has been with CIBC Wood Gundy since 2020. She holds a Bachelor of Science degree in Economics from Dalhousie University. Heidi's Canadian Securities Institute credentials include the Canadian Securities Course and Conduct and Practices Handbook. On our team, she oversees daily operations, client onboarding, trade execution, tax preparation and estates.

Laura began her financial career with CIBC in 2021, before joining Wood Gundy shortly after. She first attended Memorial University of Newfoundland, where she studied archaeology and was involved in archeological excavations. After moving to Halifax, she transferred to Athabasca University and obtained a Bachelor of Arts and Science. Laura is a licensed Client Associate as a CIRO Registered Investment Representative. She plays a pivotal role in the team’s operations, handling tasks such as new client onboarding, existing client updates, payments, and trade execution.

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 Morrison and Thomas Elinesky 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.

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. 

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.

Patrick focuses on helping high-net-worth clients achieve their goals through comprehensive, customized Wealth Plans tailored to each client’s unique values and vision for the future. He works closely with our advisory teams and internal partners to provide an integrated wealth offering, while also working with external advisory teams to support long-term objectives, preserve family legacies, and optimize intergenerational wealth transfers.

Originally from Bedford, N.S., Patrick attended St. Francis Xavier University and began his career in 2013 at an accounting firm in Halifax. His experience includes serving high-net-worth individuals and owner-managed businesses, along with six years as Director of Finance for several locally operated franchise businesses.

A Chartered Professional Accountant (CPA, CA) since 2016, he completed the CPA In-Depth Tax Program in 2018. He lives in the Armdale area of Halifax with his family.

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.