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.

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.

Struan believes that a key component of any wealth management plan is an estate plan; one that protects our clients and their families, their assets, preserves their legacy and ensures that their plans occur as desired. For complex estate and trust issues, he draws on the expertise of CIBC partners, recommends external professionals and acts as an objective third-party to help develop solutions and coordinate communication.

Administering an estate, trust or acting as an attorney for property is time-consuming and requires a knowledge of many different areas. Struan and his team have the expertise to execute or assist others with the execution of those roles effectively and efficiently.

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 Director in Commercial Banking at CIBC, Steve specializes in providing tailored solutions for small to mid-sized companies delivering a full range of products, services and advisory solutions ensuring clients are well equipped to compete regionally and internationally in their respective industries.

Steve takes a proactive approach to understand current and future financial needs of clients by getting to knowing their company, industry and objectives. Whether clients are looking to enhance cash flow, finance growth, expand internationally, purchase equipment, or develop a business transition plan, Steve has the expertise and solutions to help meet their needs.

Steve joined CIBC in 2009 and graduated from Saint Mary’s University with a Bachelor of Commerce degree and major in Finance.

As a Senior Private Banking Advisor, Matthew cares about his clients and is passionate about helping them achieve their financial goals.

Matthew and his associate manage clients’ day-to-day banking, investment and savings, cash and credit management, and work closely with their other advisors to support their goals.

Matthew's clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team through our level of highly personalized attention and service.

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.

Lindsay Logie is a Senior Trust & Estate Consultant with CIBC Trust Corporation. Lindsay provides will, trust and estate planning solutions to high net-worth individuals from across Nova Scotia. Born and raised in Halifax, Lindsay graduated with a Bachelor of Arts degree from the University of King’s College, before going on to obtain her law degree from Dalhousie University. Lindsay practiced law in Halifax for several years before joining CIBC Private Wealth Management, and is a member of the Halifax Estate Planning Council and the Society of Trust and Estate Practitioners (STEP).

James believes a key part of his role is to offer his clients and their families convenience, flexibility and peace of mind through the superior financial advice and solutions he provides.

He starts by understanding the financial goals of his clients — whether in terms of cash and credit management, investments or planning — and develops customized plans and solutions to meet their unique needs. His clients greatly value this level of highly personalized attention and service. James appreciates the opportunity to help our clients through the different stages of their wealth.