Stephen Maltby, CA
Investment Advisor, First Vice-President, Executive Director Eastern Canada
902 667-2006 • Cell: 902 441-6963 • stephen.maltby@cibc.ca

Stephen has been giving his clients sound financial advice for over 30 years. He's a graduate of Mount Allison University and received his Chartered Accountant designation in 1985. Prior to entering the investment industry in 1997, Stephen was a practicing Chartered Accountant with a national firm as well as a partner in a local firm for 11 years. Stephen has had extensive training and experience in investment management, taxation, business acquisitions, and personal and business planning. Aside from his role as Investment Advisor with the Maltby Casey Investment Group, Stephen is a Branch Manager and First Vice-President overseeing CIBC Wood Gundy operations in Atlantic Canada. Furthermore, he has extensive experience in business negotiations and strategies, as well as investment strategy planning. Stephen has been a recipient of the Chartered Accountant of the Year for Nova Scotia and was awarded Branch Manager of the Year in Canada for CIBC Wood Gundy in 2012.

Mark Casey, B.I.B. FMA
Investment Advisor
902 667-2006 • Cell: 506 878-1241 • mark.casey@cibc.ca

Mark holds the Financial Management Advisor (FMA) designation and focuses on delivering effective wealth management solutions to clients. Mark plays a key role in the Maltby Casey Investment Group, specializing in building and executing wealth management strategies with other members of the team. Mark has been practicing as an Investment Advisor since 2006 and his career includes experience as an Investment Advisor at two of Canada's leading investment firms. While originally from Amherst, his university education took him to Ottawa where he studied at Carleton University, as well as in France, where he studied at l'Institut polytechnique de Grenoble. Mark is active in the community, working with and supporting many organizations that make a positive difference in the Maritimes.

Bruce Saunders
Associate Investment Advisor
902 667-2006 • bruce.saunders@cibc.ca

Prior to joining CIBC Wood Gundy, Bruce worked for another Canadian Bank for over 25 years where he held several prominent positions such as Account Manager and Branch Manager. This experience in financial services brings tremendous insight to his current role. Bruce's focus is on delivering a high level of client service as well as building new relationships in the community. Bruce is the Chair of the Cumberland Health Authority, the governing board for health care delivery in Cumberland County, Nova Scotia. Over the years Bruce has served on numerous other provincial boards and committees.

Deann Boudreau
Investment Advisor Assistant
902 667-2006 • deann.boudreau@cibc.ca

With over 25 years experience in the investment field, Deann has worked with some of the largest firms in the industry. Her level of industry training allows her to perform many roles when it comes to the operations of a brokerage office. Deann works with other members of the team to ensure that administrative duties in the office are completed and client accounts are in order.

Carol Hurley
Sales Assistant
902 667-2006 • carol.hurley@cibc.ca

Carol works with the team to ensure the highest level of client service at the Maltby Casey Investment Group. Carol's experience prior to joining CIBC Wood Gundy includes over 34 years in financial services. Her responsibilities included financial planning, estate planning, mutual funds, and lending before finishing her career at as a Branch Manager. Carol holds the Personal Financial Planner (PFP) designation. Her range of experience makes her a valuable resource to clients of the Maltby Casey Investment Group.