Brady Doyle Advisory Group believes deeply in the value of advice. Payson Hunter has strived to provide value to clients with a principled perspective for decades. Payson has compiled his lessons of a life spent studying the alchemy of finance in his book "T.I.P.S. The Intelligent Portfolio Solution". These principles are the foundation of the client experience at Brady Doyle Advisory Group.

Listen to Payson Hunter:
FIRST AND FOREMOST, KNOW YOURSELF

 
Brady Doyle

Vice-President
Portfolio Manager
BBA, CIM, FCSI, AICB, CFP, PFP

902 420-6228
1 855 420-6228
brady.doyle@cibc.ca

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 25 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 with Options and Life Insurance licenses across the country. He collaborates with other professionals to ensure each client receives expert advice and holistic wealth management solutions. Brady is a member of the President’s Council – one of the highest honours bestowed on CIBC Wood Gundy Advisors.

 
Bernadette Shrum

Associate Investment Advisor

902 420-6248
bernadette.shrum@cibc.ca

Bernadette is our new Associate Investment Advisor joining the team in 2019! She provides financial planning and wealth management services to clients. She has an amazing 37 years of experience with CIBC with the last 20 as a Financial Advisor. In her previous role, she provided financial planning advice to over 250 clients and their families while working closely with her partners at CIBC Trust and CIBC Wood Gundy. She has a number of accreditations: CFP (Certified Financial Planner), FCSI (Fellow of the Cdn Securities Institute) and CIM (Canadian Investment Manager). Bernadette was born in Antigonish and raised in Dartmouth. She and her husband Keith raised two daughters in their home in Oakfield, NS. Their proximity to Grand Lake allows them to enjoy time on the water along with plenty of gardening. She is passionate about delivering sound advice to clients and helping meet their financial goals.

 
Leanne Gillan

Financial Associate

902 460-3700
leanne.gillan@cibc.ca

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 Wry-Wilton

Client Associate

902 420-8220
nancy.wry-wilton@cibc.ca

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.

"I have maintained an account with Payson since November 1994. My annualized rate of return is approximately 35%. His equity recommendations on both the U.S. and Canadian markets have been well researched and obviously successful. His investment philosophy is conservative. He stresses protection of capital, return on investment and the intrinsic value of companies before purchasing their shares. Arthur Miller, Lawyer, QC"

OUR PARTNERS

As cliché as it may sound… no two clients, entrepreneurs or families are identical. That’s why we need a strong group of experts to assist us in ensuring we navigate the unique corners and challenges your individual financial plan demands.

Bruce Morrison
MSc

CIBC Wood Gundy Financial Services Inc.

Bruce can assist you in protecting yourself, your family and business. Bruce understands the complex and contractual world of insurance solutions and contracts which are a vital component of any financial plan. Bruce comes to CIBC Wood Gundy from a national insurance company where he was the Director. Bruce brings with him a strong analytical and mathematical background, having earned his MSc. in Mathematics from Dalhousie University. Bruce understands and can assist you with the insurance business from the actuarial side of the desk. This perspective allows him to have a deeper understanding in dealing with insurance needs and the factors that influence the cost and effectiveness of protection.

Thomas Elinesky
B.Comm

CIBC Wood Gundy Financial Services Inc.

Thomas offers the Doyle Hunter Advisory team the ability to examine how to use risk management solutions to organize and provide tax efficient solutions for clients.

Thomas comes to CIBC Wood Gundy from one of the region’s most successful independent Financial Planning Firms where he primarily dealt with estate planning. In his role, Thomas meets client’s retirement goals and passing on their accumulated wealth in the most tax efficient manner possible.

Thomas also worked with one of the industry’s largest insurance companies on the product service and development side allowing him to have an in-depth knowledge of current and past insurance products.

Craig Merriam
CFP, FMA, RCC

CIBC Wood Gundy

Craig has worked with many clients and families to organize and create their overall financial plan, as a Certified Financial Planner (CFP) and Registered Retirement Consultant (RRC). Craig has worked in the financial industry for the past 20 years, including practicing over 10 years with CIBC Imperial Service as a Financial Advisor. He graduated from Dalhousie University with a BA and MPA (Master of Public Administration) in 1990 and 1992.

Craig’s experience assists to ensure all of the ‘moving parts’ and updates to your financial plan, once created, are up to date and offer a financial roadmap that adapts to your needs and those of the tax and legal environment we operate in.

Struan Smith
B.Sc., LL.B., T.E.P

CIBC Trust

Struan Smith is a Senior Trust & Estate Consultant with CIBC Trust Corporation. Struan provides will, trust, and estate planning solutions to high-net-worth individuals across Atlantic Canada. Born and raised in Moncton, Struan graduated from Mount Allison University with a BSc before going on to obtain his LLB from University of New Brunswick. Prior to joining CIBC Private Wealth Management, he practiced law with a regional law firm in Atlantic Canada, based out of Moncton, New Brunswick. Struan is also a member of the Society of Trust & Estate Practitioners (STEP Canada), having earned the internationally recognized Trust & Estate Practitioner (TEP) designation. Most recently, he completed the Life License Qualification Program (LLQP) offered by the Canadian Securities Institute.

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HALIFAX OFFICE:

1969 Upper Water St.,
Suite 1801
Halifax, NS B3J 3R7
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Toll Free: 1 800 565-0601

MONCTON OFFICE:

644 Main Street
Suite 113
Moncton, NB E1C 1E2
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Toll Free: 1 800 561-5559