Mark Casey, FMA
Senior Wealth Advisor
Mark began his career as an Investment Advisor twenty years ago, and has worked with two of the largest investment dealers in Canada. As a Senior Wealth Advisor with CIBC Wood Gundy, Mark leads a team of professionals who are dedicated to building long term relationships with their clients and their families.
Mark grew up in Amherst, Nova Scotia, and Moncton, New Brunswick. He and his wife Priscilla have two daughters and spend their spare time driving to basketball games and the rink for figure skating.
Stephen Maltby, CA
Investment Advisor
Stephen has been giving his clients sound financial advice for over 30 years. He's a graduate of Mount Allison University and received his Chartered Accountant designation in 1985. Prior to entering the investment industry in 1997, Stephen was a practicing Chartered Accountant with a national firm as well as a partner in a local firm for 11 years. Stephen has had extensive training and experience in investment management, taxation, business acquisitions, and personal and business planning. Aside from his role as Investment Advisor with the Maltby Casey Investment Group, Stephen is a Branch Manager overseeing CIBC Wood Gundy operations in Atlantic Canada. Furthermore, he has extensive experience in business negotiations and strategies, as well as investment strategy planning. Stephen has been a recipient of the Chartered Accountant of the Year for Nova Scotia.
Luke McSorley
Associate Investment Advisor
Luke has worked in the investment industry for about ten years. He supports all investment and planning activities of the team. With his analytical focus, he plays an important role in portfolio construction and management, investment research, trading, and client service. Luke grew up in Amherst, where he still lives with his daughter.
Karen Mills
Client Associate
Karen is a key member of our administrative team. She has been part of our team for about ten years. She is responsible opening and updating all client accounts, and provides exceptional service to our clients. Karen is a devoted volunteer in her community in Apple River, Nova Scotia, where she lives.
Andrea Rushton
Administrative Assistant
As part of our administrative team, Andrea’s role keeps her involved in many aspects of our client relationships. Andrea has years of experience in both the real estate and investment industries, and always works to exceed our clients’ expectations. Andrea's role involves supporting the team in many ways, and she looks after many transactions, transfers, and client reporting. Andrea and her husband live in Westchester, Nova Scotia, where she has been an active volunteer for many years.
Mark Casey, FMA
Mark began his career as an Investment Advisor twenty years ago, and has worked with two of the largest investment dealers in Canada. As a Senior Wealth Advisor with CIBC Wood Gundy, Mark leads a team of professionals who are dedicated to building long term relationships with their clients and their families.
Mark grew up in Amherst, Nova Scotia, and Moncton, New Brunswick. He and his wife Priscilla have two daughters and spend their spare time driving to basketball games and the rink for figure skating.
Stephen Maltby, CA
Stephen has been giving his clients sound financial advice for over 30 years. He's a graduate of Mount Allison University and received his Chartered Accountant designation in 1985. Prior to entering the investment industry in 1997, Stephen was a practicing Chartered Accountant with a national firm as well as a partner in a local firm for 11 years. Stephen has had extensive training and experience in investment management, taxation, business acquisitions, and personal and business planning. Aside from his role as Investment Advisor with the Maltby Casey Investment Group, Stephen is a Branch Manager overseeing CIBC Wood Gundy operations in Atlantic Canada. Furthermore, he has extensive experience in business negotiations and strategies, as well as investment strategy planning. Stephen has been a recipient of the Chartered Accountant of the Year for Nova Scotia.
Luke McSorley
Luke has worked in the investment industry for about ten years. He supports all investment and planning activities of the team. With his analytical focus, he plays an important role in portfolio construction and management, investment research, trading, and client service. Luke grew up in Amherst, where he still lives with his daughter.
Karen Mills
Karen is a key member of our administrative team. She has been part of our team for about ten years. She is responsible opening and updating all client accounts, and provides exceptional service to our clients. Karen is a devoted volunteer in her community in Apple River, Nova Scotia, where she lives.
Andrea Rushton
As part of our administrative team, Andrea’s role keeps her involved in many aspects of our client relationships. Andrea has years of experience in both the real estate and investment industries, and always works to exceed our clients’ expectations. Andrea's role involves supporting the team in many ways, and she looks after many transactions, transfers, and client reporting. Andrea and her husband live in Westchester, Nova Scotia, where she has been an active volunteer for many years.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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 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.
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.
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.
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.
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 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.
Krista LeBlanc, CFP®
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.
David Lordon, CIM, CFP®
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.
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.