Tom Hunter, CFP®, CIM®, FCSI
Tel:
(902) 420-6229Email:
tom.hunter@cibc.caTom has been providing wealth management and investment expertise to individuals, professionals and entrepreneurs since 1997. He holds the professional designations of Certified Financial Planner (CFP), Canadian Investment Manager (CIM), Financial Management Advisor (FMA), and Fellow of CSI (FCSI).
Born in Halifax, Tom's formal education includes a Bachelor of Business Administration (BBA) with a major in Finance. Tom has a day-to-day passion to excel and brings the same passion and enthusiasm to meeting the needs of his clients. He's an active member and volunteer in his community. He and his wife, Jennifer, are proud parents of their three children, Brady, Ty, and Ava.
Lise Kinsman
Tel:
(902) 420-6227Email:
lise.kinsman@cibc.caLise has been with CIBC Wood Gundy since April 2006. A graduate of the Investment Management Program at Nova Scotia Community College, she also holds credentials from CSI including her Canadian Securities Course, Conduct and Practices Handbook, and her Professional Financial Planning Course. As a licensed Financial Associate, she brings excellent organizational and communication skills to the team. Lise is responsible for administration and provides superior client service to our clients.
Tom has been providing wealth management and investment expertise to individuals, professionals and entrepreneurs since 1997. He holds the professional designations of Certified Financial Planner (CFP), Canadian Investment Manager (CIM), Financial Management Advisor (FMA), and Fellow of CSI (FCSI).
Born in Halifax, Tom's formal education includes a Bachelor of Business Administration (BBA) with a major in Finance. Tom has a day-to-day passion to excel and brings the same passion and enthusiasm to meeting the needs of his clients. He's an active member and volunteer in his community. He and his wife, Jennifer, are proud parents of their three children, Brady, Ty, and Ava.
Lise has been with CIBC Wood Gundy since April 2006. A graduate of the Investment Management Program at Nova Scotia Community College, she also holds credentials from CSI including her Canadian Securities Course, Conduct and Practices Handbook, and her Professional Financial Planning Course. As a licensed Financial Associate, she brings excellent organizational and communication skills to the team. Lise is responsible for administration and provides superior client service to our clients.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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, CFP, FMA, RRC
As a Financial Planning Specialist, Craig supports Investment Advisors in delivering integrated financial planning services to our clients. Craig began advising CIBC clients in 2002 as a Financial Advisor. He uses a personable and consultative approach to understand clients’ aspirations and develop Financial Plans that can help them accomplish their goals. Community involved, Craig has served as a past committee chair for the Halifax Chamber of Commerce and has helped run youth sports teams in various capacities.
Jamie Golombek
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
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, CFP, FMA, RRC
Financial Planning Specialist
As a Financial Planning Specialist, Craig supports Investment Advisors in delivering integrated financial planning services to our clients. Craig began advising CIBC clients in 2002 as a Financial Advisor. He uses a personable and consultative approach to understand clients’ aspirations and develop Financial Plans that can help them accomplish their goals. Community involved, Craig has served as a past committee chair for the Halifax Chamber of Commerce and has helped run youth sports teams in various capacities.
Jamie Golombek
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.