Hans Himmelman, CIM, FCSI
Senior Wealth Advisor
Portfolio Manager
Hans is a seasoned professional in the financial services industry. Since 1978, he has provided outstanding service to his clients after graduating with a Bachelor of Commerce Degree from St. Mary's University and starting his career as an Investment Advisor with CIBC Wood Gundy. He obtained the Canadian Investment Manager (CIM) designation and the Fellow of Canadian Securities Institute (FCSI). With his expertise and years of experience, Hans has the insight and foresight to help his clients reach their financial goals, no matter how unique their requirements. He has worked with affluent individuals, successful professionals, business owners, and retirees.
Leora Sherwood
Senior Wealth Advisor
Leora is an experienced and knowledgeable leader in the financial services industry who has been in the field for over 30 years, starting her career in banking in 1990. She joined Hans as an Associate Investment Advisor in 2000 and became a proud partner and Wealth Advisor in January of 2020. Leora has completed the Life License Qualification Program and holds the Professional Financial Planning designation from the Canadian Securities Institute. Her years of experience and training allow her to provide high-quality investment and planning advice to help clients achieve their financial ambitions.
Evan Cheverie, MBA
Associate Investment Advisor
Evan has joined our team as an Associate Investment Advisor in early 2022. After earning his MBA from Coventry University (U.K.), Evan joined CIBC Commercial Banking. He started as a Relationship Manager, and for five years, helped business owners fulfill their lifetime goals by providing optimal credit structures and cash management. His vast knowledge and expertise have earned him the trust of his clients and colleagues. Evan is guided by four core principles when working with clients: trust, integrity, accountability and transparency. He is passionate about investing and continuing education and believes in building lasting relationships. Evan is committed to sharing his financial expertise and offering the highest quality of service.
Mary Maciver
Investment Advisor Assistant
Mary has been in the wealth management industry since 1987 and has been a vital member of our team since 1991. Mary has extensive knowledge, has completed the Canadian Securities Course and is accredited and licensed as an Investment Representative. She has gained extensive experience through the years and remains instrumental in maintaining relationships with our clients. Mary is primarily responsible for all administrative inquiries for our clients and is dedicated to ensuring clients are satisfied and receive the highest level of customer service.
Martha MacDonald
Client Associate
Martha has been a vital part our team since August 2015 assisting with administrative duties. She is highly knowledgeable on Wood Gundy’s processes and has completed the Canadian Securities Course and is accredited and licensed as an Investment Representative. Martha now handles all the client onboarding and account opening procedures, along with any other client requests. She strives to ensure our clients receive the best possible service; working diligently to ensure clients are taken care of. Martha’s dedication and hard work have been instrumental in helping our team reach our goals and is an asset to our group.
Hans Himmelman, CIM, FCSI
Hans is a seasoned professional in the financial services industry. Since 1978, he has provided outstanding service to his clients after graduating with a Bachelor of Commerce Degree from St. Mary's University and starting his career as an Investment Advisor with CIBC Wood Gundy. He obtained the Canadian Investment Manager (CIM) designation and the Fellow of Canadian Securities Institute (FCSI). With his expertise and years of experience, Hans has the insight and foresight to help his clients reach their financial goals, no matter how unique their requirements. He has worked with affluent individuals, successful professionals, business owners, and retirees.
Leora Sherwood
Leora is an experienced and knowledgeable leader in the financial services industry who has been in the field for over 30 years, starting her career in banking in 1990. She joined Hans as an Associate Investment Advisor in 2000 and became a proud partner and Wealth Advisor in January of 2020. Leora has completed the Life License Qualification Program and holds the Professional Financial Planning designation from the Canadian Securities Institute. Her years of experience and training allow her to provide high-quality investment and planning advice to help clients achieve their financial ambitions.
Evan Cheverie, MBA
Evan has joined our team as an Associate Investment Advisor in early 2022. After earning his MBA from Coventry University (U.K.), Evan joined CIBC Commercial Banking. He started as a Relationship Manager, and for five years, helped business owners fulfill their lifetime goals by providing optimal credit structures and cash management. His vast knowledge and expertise have earned him the trust of his clients and colleagues. Evan is guided by four core principles when working with clients: trust, integrity, accountability and transparency. He is passionate about investing and continuing education and believes in building lasting relationships. Evan is committed to sharing his financial expertise and offering the highest quality of service.
Mary Maciver
Mary has been in the wealth management industry since 1987 and has been a vital member of our team since 1991. Mary has extensive knowledge, has completed the Canadian Securities Course and is accredited and licensed as an Investment Representative. She has gained extensive experience through the years and remains instrumental in maintaining relationships with our clients. Mary is primarily responsible for all administrative inquiries for our clients and is dedicated to ensuring clients are satisfied and receive the highest level of customer service.
Martha MacDonald
Martha has been a vital part our team since August 2015 assisting with administrative duties. She is highly knowledgeable on Wood Gundy’s processes and has completed the Canadian Securities Course and is accredited and licensed as an Investment Representative. Martha now handles all the client onboarding and account opening procedures, along with any other client requests. She strives to ensure our clients receive the best possible service; working diligently to ensure clients are taken care of. Martha’s dedication and hard work have been instrumental in helping our team reach our goals and is an asset to our group.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
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.
Lindsay Logie, JD
Senior Trust and Estate Consultant
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).
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.
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.
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.
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.
Lindsay Logie, JD
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).
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.
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.