Susan MacQuarrie, PFP
Senior Wealth Advisor
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Matthew Wood, B.B.A., CFP
Senior Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application.As a Senior Private Banking Advisor, Matthew cares about his clients and is passionate about helping them achieve their financial goals.
Matthew and his associate manage clients’ day-to-day banking, investment and savings, cash and credit management, and work closely with their other advisors to support their goals.
Matthew's clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team through our level of highly personalized attention and service.
Craig Merriam, TEP, CFP®, FMA, RRC, BA, MPA
Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.Craig’s been advising affluent families and business owners for over 20 years to create holistic, personalized, wealth plans. As an experienced, accredited professional and skilled communicator, Craig works closely with you and your
trusted advisors, taking the time to understand what’s important to you and your family, now and in the future. He’s earned BA and Master of Public Administration degrees from Dalhousie University. With his passion for planning
and experience, Craig can answer your unique questions, the nexus of any Wealth Plan.
Bruce Morrison
Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.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.
Kate Ross, BA, JD
Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application.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.
Lindsay Logie, JD, TEP
Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application.As a CIBC Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.