Earl Pickard, CIM
Investment Advisor
From Summerside, PEI to Calgary, Alberta, I have spent the last 23 years giving financial advice to clients. This experience gives me an in-depth knowledge base that enables me to provide custom solutions to meet clients' needs. I believe in a long term and discipline approach to wealth management while offering clients the full range of solutions including business transition, financial planning, insurance and estate planning.
Partnering closely with other professional in the accounting, banking, insurance and legal industry ensures my clients get accurate advice for their financial needs. Through CIBC Wood Gundy's strong relationship with CIBC, I can also provide his clients with preferred banking and lending facilities.
Earl Pickard, CIM
Tel:
(902) 892-4231Tel:
(902) 314-2409Email:
earl.pickard@cibc.comFrom Summerside, PEI to Calgary, Alberta, I have spent the last 23 years giving financial advice to clients. This experience gives me an in-depth knowledge base that enables me to provide custom solutions to meet clients' needs. I believe in a long term and discipline approach to wealth management while offering clients the full range of solutions including business transition, financial planning, insurance and estate planning.
Partnering closely with other professional in the accounting, banking, insurance and legal industry ensures my clients get accurate advice for their financial needs. Through CIBC Wood Gundy's strong relationship with CIBC, I can also provide his clients with preferred banking and lending facilities.
Will Poirier, CPA
Tel:
(902) 892-4231Email:
will.poirier@cibc.comBorn and raised in PEI, Will is the newest addition to the Pickard Financial Management Team.
Prior to starting his career in wealth management, Will spent four years in public accounting, where he worked with clients in variety of sectors across the province. During this time, Will successfully wrote the Common Final Examination and obtained his Chartered Professional Accountant designation. Will’s time in public accounting taught him the benefits of having a tax efficient wealth building strategy. He is a believer in the importance of having a “Big Picture” plan that brings all the unique aspects of a client’s situation to the table.
When not in the office, Will enjoys staying active and spending time with friends and family. He can often be found in the rink, at the golf course, or on the river. Will resides in Pleasant Grove with his wife, Kelsie and their son, Harrison.
Deneen Ferguson
Tel:
(902) 892-4231Email:
deneen.ferguson@cibc.comDeneen brings excellent organizational and time management skills to our team. She is instrumental in managing the administrative requirements to ensure a smooth operation of your accounts. She ensures our clients receive timely communication, accurate tax reporting, books appointments and responds to client enquiries.
With over 25 years experience, Deneen provides exemplary, personalized service and is an integral part of the Pickard Financial Management Group.
Karen Pickard
Tel:
(902) 892-4231Email:
karen.pickard@cibc.comKaren joined our team in 2012. She brings with her a strong marketing and customer service background coupled with an educational foundation in economics. In addition to servicing client's needs, she is also responsible for all marketing and communications on our Team.
Jenna Gordon
Tel:
(902) 892-4231Email:
jenna.gordon@cibc.comJenna joined us at the beginning of 2023 as an administrative assistant and has been working hard learning about the products and services we offer and familiarizing herself with our client’s portfolios. Jenna brings with her a wealth of client service experience and is a welcome addition to our team. Born and raised in Charlottetown, Jenna enjoys reading and cooking as well as hiking with her husband, Coady and their golden retriever, Phoebe.
Earl Pickard, CIM
Investment Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.From Summerside, PEI to Calgary, Alberta, I have spent the last 23 years giving financial advice to clients. This experience gives me an in-depth knowledge base that enables me to provide custom solutions to meet clients' needs. I believe in a long term and discipline approach to wealth management while offering clients the full range of solutions including business transition, financial planning, insurance and estate planning.
Partnering closely with other professional in the accounting, banking, insurance and legal industry ensures my clients get accurate advice for their financial needs. Through CIBC Wood Gundy's strong relationship with CIBC, I can also provide his clients with preferred banking and lending facilities.
Will Poirier, CPA
Investment Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Born and raised in PEI, Will is the newest addition to the Pickard Financial Management Team.
Prior to starting his career in wealth management, Will spent four years in public accounting, where he worked with clients in variety of sectors across the province. During this time, Will successfully wrote the Common Final Examination and obtained his Chartered Professional Accountant designation. Will’s time in public accounting taught him the benefits of having a tax efficient wealth building strategy. He is a believer in the importance of having a “Big Picture” plan that brings all the unique aspects of a client’s situation to the table.
When not in the office, Will enjoys staying active and spending time with friends and family. He can often be found in the rink, at the golf course, or on the river. Will resides in Pleasant Grove with his wife, Kelsie and their son, Harrison.
Deneen Ferguson
Client Associate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Deneen brings excellent organizational and time management skills to our team. She is instrumental in managing the administrative requirements to ensure a smooth operation of your accounts. She ensures our clients receive timely communication, accurate tax reporting, books appointments and responds to client enquiries.
With over 25 years experience, Deneen provides exemplary, personalized service and is an integral part of the Pickard Financial Management Group.
Karen Pickard
Administrative Assistant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Karen joined our team in 2012. She brings with her a strong marketing and customer service background coupled with an educational foundation in economics. In addition to servicing client's needs, she is also responsible for all marketing and communications on our Team.
Jenna Gordon
Administrative Assistant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Jenna joined us at the beginning of 2023 as an administrative assistant and has been working hard learning about the products and services we offer and familiarizing herself with our client’s portfolios. Jenna brings with her a wealth of client service experience and is a welcome addition to our team. Born and raised in Charlottetown, Jenna enjoys reading and cooking as well as hiking with her husband, Coady and their golden retriever, Phoebe.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
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.