Theresa McArthur, CFP®, PFP, CIM®
I’m Theresa McArthur, and I bring over 25 years of experience in the financial services industry. My passion has always been building genuine, lasting relationships and helping clients navigate their unique and complex financial journeys.
My own journey into finance started in an unexpected place—a Bachelor of Music degree. That foundation taught me to think creatively and tackle complex problems from new perspectives. These skills have shaped my approach ever since. Over the years, I’ve had the opportunity to serve in a variety of roles, from Financial Advisor to Branch Manager, before finding my passion in Financial Planning and Investment Advice.
To ensure I can provide the best possible guidance, I am insurance licensed, I’ve acquired my PFP® and CFP® designations, Advanced Retirement Strategies Certification, and most recently, my Certified Investment Management (CIM®) designation. I’m committed to continuous learning, always striving to deepen my knowledge to better support my clients’ goals.
I believe that every person’s financial situation is unique, and I take pride in crafting personalized plans and investment strategies tailored to their individual needs. Whether you’re looking for help with Insurance, Tax Management, Will and Estate Planning, or Succession Planning for your small business, I’m here to guide you every step of the way.
When I’m not working with clients, you’ll probably find me out on the golf course or pickle ball court with my husband, or cheering on our daughter as she embraces new adventures in adulthood. I love connecting with people and look forward to helping you bridge the gap from where you are, to where you want to be.
Laura Bagnall
Laura Bagnall joined CIBC Wood Gundy in 2022 and has been a vital part of the team ever since, supporting a wide range of administrative responsibilities. Originally from Hammonds Plains, Nova Scotia, Laura graduated in 2021 with a Diploma in Business Administration from Nova Scotia Community College. She completed her five-week work placement with NSCC and continued working with the Student Finance team for two years following graduation.
Through her experience, Laura discovered a strong passion for working with people and helping them work toward their financial goals. She is now a Client Associate and is committed to continuing to grow her knowledge and expertise in the industry. Laura has completed the CIRE course and plans to continue building on her industry knowledge through additional courses in the future.
Laura is dedicated to building trusted relationships and creating personalized experiences for clients. She takes pride in delivering exceptional service and in managing the important administrative details related to client accounts with care and accuracy.
Outside of work, Laura enjoys spending time with family and friends, as well as with her cat. She also loves kayaking, camping, hiking, and exploring the beauty of the province.
Kate Ross
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
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.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Bruce Morrison
Estate Planning Specialist
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 Elinesky
Estate Planning Specialist
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.
Bruce Morrison
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 Elinesky
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.