Originally from Charlottetown, Brady currently resides in Halifax with his wife Amy and two young sons, Duke and Jake. He has worked within the financial services industry for over 30 years with half that time at CIBC Wood Gundy. After his undergraduate degree from UPEI, Brady continued to expand his many designations in order to provide comprehensive financial solutions to clients and their families. He holds a number of professional designations including Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP). He is an accredited Investment Portfolio Manager, Options registered, and Life Insurance licensed across the country. He collaborates with other professionals to ensure each client receives expert advice and holistic wealth management solutions.

As a Senior Wealth Advisor with 13 years of experience in financial services, Ross provides high-net-worth families, executives, business owners and organizations with one of Canada’s most comprehensive suites of wealth management solutions. As part of each client’s tailored package, he designs and implements personalized investment portfolios, cash management strategies, as well as short- and long-term wealth plans. He also works closely with experts from across CIBC to provide his clients with a complete range of wealth services and solutions – including complex credit, business planning, and estate and trusts planning. Clients value Ross’ broad financial knowledge and experience, and his expertise and advice with respect to both business and personal finances. Ross is committed to understanding his clients’ personal and financial goals, providing exemplary service and communication, while maintaining client confidentiality, and delivering comprehensive service to preserve, diversify and grow his clients’ wealth. Ross holds a Bachelor of Commerce from Dalhousie University and an Executive Master of Business Administration from McGill University and HEC Montreal . He also holds the Chartered Investment Management designation and is a CFA Level II Candidate. Raised in Halifax, Nova Scotia, Ross has a strong working knowledge of French and Spanish. Ross & his wife, Natalia, recently welcomed their first child Mateo to their family. 

Leanne launched her career in financial services upon graduating from the Investment Management Program at the Nova Scotia Community College Waterfront Campus in 2012. She holds various financial credentials from the Canadian Securities Institute including the Canadian Securities Course, Conduct and Practices Handbook and Wealth Management Essentials. Outside of CIBC, Leanne is very active in the dance world and teaches many ages and styles at a dance studio in Cole Harbour, her home town!

Nancy has worked with CIBC for over 20 years. Growing up in New Brunswick, Nancy moved to Halifax to receive her B.A. (Economics) degree from Dalhousie University, and fortunately has not left. Nancy’s Canadian Securities Institute credentials include the Canadian Securities Course, Conduct and Practices Handbook, and the Professional Financial Planning Course. Nancy actively volunteers in the community with various organizations.

Eran hails from Colombo, Sri Lanka, and holds a Higher Diploma from Durham College/Ontario Tech University and he is studying to complete the Canadian Securities Course (CSC). With valuable experience gained at CIBC Wood Gundy since 2022, Eran brings a wealth of knowledge and expertise to our team. In his spare time, he enjoys hiking, playing the piano, and singing.

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 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. 

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.

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.

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.

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.

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. 

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.