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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Marie Organ

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Address 54 Dellridge Ln Bedford NS, B4A 4H6
Telephone Number (902) 425-6990
Email Email us
Email Email
Telephone Number Tel

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Marie Organ

Marie Organ

Senior Investment Advisor

Certified Financial Planner

Tel:

(902) 425-6990

Email:

Marie.Organ@cibc.com

Linkedin

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.

headshot

Laura Bagnall

Administrative Assistant

Tel:

(902) 420-2612

Email:

Laura.Bagnall@CIBC.com

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

Senior Investment Advisor
Certified Financial Planner
(902) 425-6990
Opens in your telephone provided application.
Marie.Organ​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

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.

<p>Please ensure that Partner Disclosure as required by Regulatory and Compliance for Partners being featured appears here. Please review with your Branch Approver/RST team as applicable.</p>
<p>https://www.cibc.com/content/dam/pwm-public-assets/documents/pdfs/social-media-disclaimer.pdf</p>

Laura Bagnall

Administrative Assistant
(902) 420-2612
Opens in your telephone provided application.
Laura.Bagnall​@CIBC.com
Opens in your email provided application. Opens in a new tab.

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.  

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.