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

Shannon Thomas

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Address 24 Harbourside Dr 8 Wolfville NS, B4P 2C1
Telephone Number (902) 542-6160
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“Holistic wealth management integrates financial planning with lifestyle goals, ensuring that investments, savings, and spending align to create a balanced and fulfilling life”
- Shannon Thomas 

 
Shannon Thomas

Shannon Thomas, CFP®, FMA

Wealth Advisor
(902) 542-6160
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shannon.thomas@cibc.com
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Shannon is a seasoned professional with 27 years of extensive expertise in wealth management. From his childhood upbringing on a family farm in the Annapolis  Valley, Shannon embarked on a journey that would shape his future as a respected figure in the finance industry. With a passion for capital markets from a young age, Shannon began delving into the intricacies of investments during his teenage years when he would invest profits made on his crops. This early exposure laid the foundation for a lifelong commitment to the art and science of wealth accumulation and preservation.

 

With a passion for finance and a determination to excel, Shannon pursued higher education at The Fred C. Manning School of Business at Acadia University, acquiring a degree in Business Administration.

 

In his spare time you may find Shannon and his son Jacob turning soil or making improvements on their woodland.

 

Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust
 

Contact us

Address

Shannon Thomas Address
24 Harbourside Dr 8
Wolfville, NS B4P 2C1
Telephone number: (902) 542-6160
Toll-free: 1 (888) 542-6410
Fax: (902) 542-6411
 

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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.