Marie Organ is a Investment Advisor with a passion for people, their financial well-being, and her community. Marie started on the path to a career in financial planning at Saint Mary's University with a Bachelor of Commerce and Certificate in Human Resource Management. Her focus on multiple disciplines, namely business and people, was clear from the beginning.

With a commitment to lifelong learning Marie continued her education after university by achieving her Financial Management Advisor designation, obtaining her insurance license, her Certificate in Retirement Strategy and Certified Financial Planner certification.

Marie’s focus has always been on tailoring financial plans to the unique life situations of her clients. For 25 years Marie has built a network of industry experts in insurance, tax management, will and estate planning and succession planning for small business.

Growing up in a family business Marie has an appreciation for the challenges that business owners face and a first-hand experience of the dynamics that a family-owned business can experience. It is her upbringing in this environment that largely contributed to her passion for planning.

With a family of her own and a love of travel, Marie understands the importance of a balanced lifestyle and planning for tomorrow. Marie enjoys spending time with her husband, two children and their Portuguese Water Dog in the outdoors, camping, hiking, golfing, and kayaking.

Laura Bagnall joined CIBC Wood Gundy in 2022 as a vital part our team assisting with administrative duties. Originally from Hammonds Plains NS, Laura graduated in 2021 with a Diploma in Business Administration with the Nova Scotia Community College. She completed her five-week work placement with NSCC and continued to work with the Student Finance team for two years following graduation. Laura soon realized she had a passion for working with people and helping them achieve their financial goals. Committed to strengthening her knowledge in the industry, she is currently working on completing her Canadian Securities Course (CSC) and her Conduct and Practices Handbook Course (CPH). Laura is focused on creating trusting relationships and tailoring unique experiences for our clients. She strives to ensure our clients receive the best possible service and will be responsible for managing the vast administrative details of our clients and their accounts. In her spare time Laura enjoys spending time with her family, friends, and her two cats, as well as freshwater fishing, hiking, camping, and exploring the beauties the province has to offer.  

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.

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 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.