Marie Organ
Senior Investment Advisor
Certified Financial Planner
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
Administrative Assistant
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.
Marie Organ
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
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.