Wanling (Iris) Zhao
Wealth Advisor
With over 10 years of experience in the financial industry, I pride myself on helping clients navigate their financial journeys. I have earned the Chartered Investment Manager (CIM®) designation and strive to help you achieve your wealth goals with specialized independent investment advice.
As a Wealth Advisor, I am committed to understanding your unique goals and will work with my CIBC partners to provide you with clear customized strategies to help you achieve them. From retirement planning and wealth management to investment management, my background and dedication help ensure that your financial future is prioritized. Experience the peace of mind that comes from partnering with professionals who are genuinely invested in your financial well-being.
Outside of work, I enjoy swimming, playing tennis, hiking and have recently started playing pickleball. I am passionate about volunteering, including in the Asian community in St. John’s, where I help organize activities and introduce Asian cultures to kids and families.
Wanling (Iris) Zhao
With over 10 years of experience in the financial industry, I pride myself on helping clients navigate their financial journeys. I have earned the Chartered Investment Manager (CIM®) designation and strive to help you achieve your wealth goals with specialized independent investment advice.
As a Wealth Advisor, I am committed to understanding your unique goals and will work with my CIBC partners to provide you with clear customized strategies to help you achieve them. From retirement planning and wealth management to investment management, my background and dedication help ensure that your financial future is prioritized. Experience the peace of mind that comes from partnering with professionals who are genuinely invested in your financial well-being.
Outside of work, I enjoy swimming, playing tennis, hiking and have recently started playing pickleball. I am passionate about volunteering, including in the Asian community in St. John’s, where I help organize activities and introduce Asian cultures to kids and families.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
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.
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.
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.
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.
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.
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.