Expertise that's one to one

The cornerstone of Jim's business is personalized service for each client. He believes three core ideas are the keys to any sound financial plan: building wealth, preserving wealth and transferring wealth... all in a tax-efficient manner.

Jim applies this approach in an effort to match the personal financial objectives of his clients with their financial assets. He is committed to building solid client relationships for the long term.

Jim has been an Investment Advisor with CIBC Wood Gundy since the spring of 1999. He has an undergraduate degree in Commerce from Memorial University of Newfoundland and a Masters degree in Arts from Macquarie University of Sydney, Australia.

What you can expect from Jim Walsh:

• Personalized solutions based on your goals

• Ongoing monitoring of you portfolio

• Access to an unlimited number of professional investment managers

• A relationship based on trust and integrity

Dean's specialty and expertise has always been in-depth financial planning.  He has engaged with many clients of varied backgrounds to personally tailor a plan to achieve their financial and life goals.  With over 25 years in the investment and insurance industry, Dean prides himself on providing an effective and consistent service model to enhance clients’ trust.  

Marcus is the newest team member at CIBC Wood Gundy here in St. John's. A graduate of Memorial University's commerce program and current student of CSI's Advanced Investment Strategies course (AIS), Marcus has a longstanding interest in both investments and portfolio management. These interests led him to join the first cohort of MUN's student-led investment fund where he received mentorship from industry pros and exposure to real-world money management. Upon graduating from Memorial, Marcus spent a year as a R&D analyst with ExxonMobil before joining Wood Gundy.

Marcus' main goals are educating the next generation of investors and providing peace of mind to clients. He draws on both his academic and professional experiences to deliver high quality services to our clients in a way that ensures their full comfort and understanding.  

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.

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.

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.

With over 30 years of experience in the financial services and arts sector, Doreen provides  financial planning advice to high net worth and ultra-high net worth clients. Leveraging her extensive industry experience and always acting with integrity, she facilitates a client centric process that prioritizes listening and empathy to provide a positive experience which empowers clients to confidently take action.
Doreen is a Chartered Professional Accountant (CA); a Certified Financial Planner; and a Family Enterprise Advisor.

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. 

As a Senior Private Banking Advisor, a key part of my role is to provide you and your family with convenience, flexibility and peace of mind. I do this through the services I provide and the financial solutions I offer.

Once I understand your goals, I engage my CIBC colleagues to work together to develop financial solutions and recommend how to best position your financial resources now and in the future.

By taking the time to learn about and understand you, I can provide customized banking services to meet your unique needs.