Trevor Chow, MBA, CIM®
Senior Wealth Advisor
A native of Baddeck, Trevor excels in client relationship management. Born and raised in a small town, local business and family friends are part of his daily environment. He is devoted to establishing genuine relationships with his clients and helping them achieve their wealth ambitions.
Trevor prides himself on educating clients and delivering a high level of service. He is committed to delivering personalized wealth solutions, with investment management, retirement and succession planning being the pillars of his offering.
Trevor holds the Chartered Investment Manager (CIM®) designation, Bachelor of Commerce and MBA from Dalhousie University.
His passions include personal fitness, competitive golf and spending quality time with his two children. Trevor recently served as the president for the Glen Arbour Homeowners Association.
Shannon Jones, CIM®, PFP
Associate Wealth Advisor
Shannon has worked in the investment industry since 2006 and alongside Trevor since 2018. A strong believer in lifelong learning, Shannon earned the Governor General’s Medal for academic achievement at Nova Scotia Community College before going on to achieve her Chartered Investment Manager (CIM®), Personal Financial Planner (PFP) and Financial Management Advisor (FMA) designations. In 2017, Shannon graduated from Saint Mary’s University's Commerce program with a focus in accounting. As a member of the Dean’s list, she graduated with highest distinction and was admitted to the Presidents Hall of Academic Excellence. Shannon enjoys mentoring co-op students and new colleagues and can be found helping them study for mandatory exams.
Originally from Ottawa, Shannon now considers herself to be a true Haligonian at heart. She enjoys travelling, theatre, reading and recently took up squash and kayaking. She has volunteered with the Nova Scotia Food Bank, The Brunswick Street Mission and the Bridgetown Triathlon. Shannon’s love for people and desire to help them reach their goals makes her an invaluable part of Trevor’s team. She lives in Eastern Passage with her dog, Snickers, and in her free time you'll find them together on the water or trails near her home.
Trevor Chow, MBA, CIM®
A native of Baddeck, Trevor excels in client relationship management. Born and raised in a small town, local business and family friends are part of his daily environment. He is devoted to establishing genuine relationships with his clients and helping them achieve their wealth ambitions.
Trevor prides himself on educating clients and delivering a high level of service. He is committed to delivering personalized wealth solutions, with investment management, retirement and succession planning being the pillars of his offering.
Trevor holds the Chartered Investment Manager (CIM®) designation, Bachelor of Commerce and MBA from Dalhousie University.
His passions include personal fitness, competitive golf and spending quality time with his two children. Trevor recently served as the president for the Glen Arbour Homeowners Association.
Shannon Jones, CIM®, PFP
Shannon has worked in the investment industry since 2006 and alongside Trevor since 2018. A strong believer in lifelong learning, Shannon earned the Governor General’s Medal for academic achievement at Nova Scotia Community College before going on to achieve her Chartered Investment Manager (CIM®), Personal Financial Planner (PFP) and Financial Management Advisor (FMA) designations. In 2017, Shannon graduated from Saint Mary’s University's Commerce program with a focus in accounting. As a member of the Dean’s list, she graduated with highest distinction and was admitted to the Presidents Hall of Academic Excellence. Shannon enjoys mentoring co-op students and new colleagues and can be found helping them study for mandatory exams.
Originally from Ottawa, Shannon now considers herself to be a true Haligonian at heart. She enjoys travelling, theatre, reading and recently took up squash and kayaking. She has volunteered with the Nova Scotia Food Bank, The Brunswick Street Mission and the Bridgetown Triathlon. Shannon’s love for people and desire to help them reach their goals makes her an invaluable part of Trevor’s team. She lives in Eastern Passage with her dog, Snickers, and in her free time you'll find them together on the water or trails near her home.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Heather Latta, CFP®, TEP, CLU, HBA
Financial Planning Specialist
Heather makes your wealth planning experience clear, meaningful, and enjoyable. Her guidance is backed up with her multiple planning designations and 14 years experience in the industry. This time was spent collaborating with accountants, lawyers, and other professionals on personal wealth plans for over 500 of Nova Scotia's wealthiest families and business owners. Away from work Heather goes on adventures with her school-aged kid, scores soccer goals, and challenges you to a friendly board game.
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.
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.
Kate Ross, BA, JD
Senior Trust and Estate Consultant
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.
Lindsay Logie, JD, TEP
Senior Trust and Estate Consultant
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.
Heather Latta, CFP®, TEP, CLU, HBA
Heather makes your wealth planning experience clear, meaningful, and enjoyable. Her guidance is backed up with her multiple planning designations and 14 years experience in the industry. This time was spent collaborating with accountants, lawyers, and other professionals on personal wealth plans for over 500 of Nova Scotia's wealthiest families and business owners. Away from work Heather goes on adventures with her school-aged kid, scores soccer goals, and challenges you to a friendly board game.
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.
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.