Pamela Chisholm, BA, FMA, FCSI
Senior Wealth Advisor
For over 25 years, Pamela Chisholm has been working with the complex subtleties of individual and inter-generational family wealth providing confidential legacy planning, estate maximization, portfolio advice, and execution.
As an Senior Wealth Advisor with CIBC Private Wealth, Pamela can help you navigate the complexities of managing wealth, while providing solutions that are tailored to your individual needs.
Capitalizing on the strengths of CIBC, she has access to other leading financial, estate and business planning professionals, in-depth research and analysis, online tools and resources and best-in-class investment solutions.
She takes a holistic approach with her clients.
Managing wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs.
She is a Financial Management Advisor, a Fellow of the Canadian Securities Institute and a licensed Life Insurance agent.
When she is not diligently working to create financial success for her clients, she enjoys traveling, boxing, playing piano, making her famous homemade chocolates and spending good quality time with her Scottish Terriers Hamish and Aberdeen.
Jacob Nobbe
Client Associate
Jacob Nobbe’s long standing love of numbers led him to obtain a Bachelor of Business Administration in Advanced Finance from St. Francis Xavier University. While enrolled at St. FX, Jacob was an analyst on the schools Xaverian Capital Markets team, where he helped manage part of the school’s endowment.
Jacob’s team strength arose from playing hockey and tennis competitively, as well as captaining the Nova Scotia tennis team at the Summer Canada Games. He was part of the Halifax Hawks, Citadel High and Antigonish Junior B hockey organizations. Jacob brings that same discipline and motivation to serving all of our clients at the highest level of care and attention.
Fun facts about Jacob - his last name is Norwegian – it is pronounced first syllable “Knob”; second syllable “E” like the vowel. Jacob has lived in Halifax his whole life. He has two cats named Louie and Chewy, and a rescue dog named Dilly.
Pamela Chisholm, BA, FMA, FCSI
For over 25 years, Pamela Chisholm has been working with the complex subtleties of individual and inter-generational family wealth providing confidential legacy planning, estate maximization, portfolio advice, and execution.
As an Senior Wealth Advisor with CIBC Private Wealth, Pamela can help you navigate the complexities of managing wealth, while providing solutions that are tailored to your individual needs.
Capitalizing on the strengths of CIBC, she has access to other leading financial, estate and business planning professionals, in-depth research and analysis, online tools and resources and best-in-class investment solutions.
She takes a holistic approach with her clients.
Managing wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs.
She is a Financial Management Advisor, a Fellow of the Canadian Securities Institute and a licensed Life Insurance agent.
When she is not diligently working to create financial success for her clients, she enjoys traveling, boxing, playing piano, making her famous homemade chocolates and spending good quality time with her Scottish Terriers Hamish and Aberdeen.
Jacob Nobbe
Jacob Nobbe’s long standing love of numbers led him to obtain a Bachelor of Business Administration in Advanced Finance from St. Francis Xavier University. While enrolled at St. FX, Jacob was an analyst on the schools Xaverian Capital Markets team, where he helped manage part of the school’s endowment.
Jacob’s team strength arose from playing hockey and tennis competitively, as well as captaining the Nova Scotia tennis team at the Summer Canada Games. He was part of the Halifax Hawks, Citadel High and Antigonish Junior B hockey organizations. Jacob brings that same discipline and motivation to serving all of our clients at the highest level of care and attention.
Fun facts about Jacob - his last name is Norwegian – it is pronounced first syllable “Knob”; second syllable “E” like the vowel. Jacob has lived in Halifax his whole life. He has two cats named Louie and Chewy, and a rescue dog named Dilly.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
Kate Ross
Senior Trust and Estate Consultant
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.
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.
Bruce Morrison
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
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.
Kate Ross
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.
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.