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.
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.
Doreen Malone, CPA, CA, CFP
Wealth strategist
Doreen leverages her strong background in financial planning, private banking and public accounting as well as her deep understanding of the arts, not-for-profit sectors and the importance of philanthropy in her role as a Wealth Strategist.
Doreen has held a number of Board of Directors positions, including Credit Union Atlantic (CUA), FORCE (Fundy Ocean Research Centre for Energy), and Shelter Nova Scotia. Doreen has over 30 years of experience in the financial services industry and the arts community.
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.
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.
Doreen Malone, CPA, CA, CFP
Doreen leverages her strong background in financial planning, private banking and public accounting as well as her deep understanding of the arts, not-for-profit sectors and the importance of philanthropy in her role as a Wealth Strategist.
Doreen has held a number of Board of Directors positions, including Credit Union Atlantic (CUA), FORCE (Fundy Ocean Research Centre for Energy), and Shelter Nova Scotia. Doreen has over 30 years of experience in the financial services industry and the arts community.