Anne-Marie Isaacson is a Senior Estate Planning Specialist at CIBC Wood Gundy with over two decades of experience in the financial industry. Since entering the financial industry in 1997 after obtaining her Certified General Account (CGA) designation, Anne-Marie has developed expertise in corporate and personal tax planning, which she leverages to provide tailored estate planning solutions.

Anne-Marie specializes in advising business owners, high-net-worth, ultra high-net-worth individuals, and family office clients on personalized, comprehensive tax and estate planning strategies, utilizing life insurance as a key component. She understands that every client is unique, and asks insightful questions to uncover what is truly important to them. This enables her to help clients achieve their goals both in the short-term and in the future.

Dedicated to fostering strong, lasting relationships, Anne-Marie works closely with clients' advisors and wealth management professionals. Her collaborative efforts focus on transferring and protecting wealth, reducing taxes, and increasing estate values, all while providing clients with peace of mind.

Anne-Marie's commitment to understanding her clients' needs and her deep knowledge of tax and estate planning make her an invaluable resource for those seeking to secure their financial future. She is passionate about empowering clients to navigate the complexities of estate planning with confidence and clarity.

Laura Madsen is an Associate Estate Planning Specialist at CIBC, where she plays a role in creating, preserving, and enhancing wealth through the integration of insurance-based solutions within comprehensive financial plans.

With a specialization in estate planning, Laura employs innovative and tax-efficient strategies to tackle a wide range of wealth management challenges, adeptly simplifying complex issues for her clients. Her personalized approach to both personal and corporate insurance planning empowers clients to achieve their financial objectives and fulfill their estate goals.

Laura began her career in the financial services industry in 1999 and joined CIBC in 2023. Prior to her current position, she gained experience at leading life insurance companies, where she focused on providing insurance solutions expertise to financial advisors.

In addition to her extensive experience, Laura holds the Chartered Life Underwriter (CLU) and Certified Executor Advisor (CEA) designations, reflecting her commitment to professional excellence in the field.

Mary McIntosh is a seasoned Estate Planning Assistant with a robust career in the financial services industry that began in 1999. Since then, she has held several supporting roles that have significantly contributed to the success of estate planning specialists. CIBC was fortunate to welcome Mary to the team in May 2017, where she has since become an invaluable member, respected, and appreciated by both her colleagues and clients.

Mary brings a wealth of experience and a unique perspective to her role. She excels at building long-term relationships, understanding that trust and effective communication are essential in the estate planning process. Her exceptional interpersonal skills enable her to connect with clients on a personal level, ensuring their needs and aspirations are thoroughly understood and addressed.

In her capacity as an Estate Planning Assistant, Mary supports the estate planning team by coordinating client meetings, managing documentation, and facilitating communication between clients and advisors. Her meticulous attention to detail and organizational prowess ensure that all aspects of the estate planning process run smoothly, providing clients with peace of mind as they navigate their financial futures.

Mary’s commitment to client service is complemented by her passion for continuous learning. She stays updated on industry trends and best practices, allowing her to provide clients with the most relevant and effective solutions tailored to their unique situations.

Outside of her professional responsibilities, Mary enjoys spending time with her large family, cherishing the moments they share together. She is also an avid animal lover, particularly devoted to her dog, Oscar.

With her extensive experience, dedication to fostering meaningful relationships, and unwavering support for her team, Mary is a key contributor to the success of the estate planning team and the satisfaction of its clients.

Emilie Clarkson brings her high-energy personality and passionate attitude to the Estate Planning team led by Senior Estate Planning Specialist Anne-Marie Isaacson.

Emilie joined the CIBC Wood Gundy Estate Planning team in 2024 as an assistant to Anne-Marie Isaacson and Laura Madsen. After earning her Bachelor of Arts degree, Emilie began her career with CIBC Wood Gundy Investments in 2022, where she gained valuable experience that she now leverages in the field of estate planning.

In her role, Emilie supports Anne-Marie and Laura in establishing new business and managing the processes involved in estate planning and life insurance.

Emilie’s client-centric approach ensures that each client receives personalized service tailored to their unique needs. Her dedication to delivering exceptional support helps clients feel confident and secure in their estate planning decisions.

The team’s mandate is to work closely with clients to transfer and protect wealth, increase estate values, and provide peace of mind for the future.

Ivy is a dedicated Estate Planning Assistant, and insurance licensed. With a strong background as a former financial advisor, she brings a wealth of experience and insights to her role, ensuring that clients receive the best possible guidance and support.

Ivy excels in collaborating with clients, advisors, and partners to address policy inquiries and develop tailored estate planning strategies. Her unique skill set allows her to navigate complex financial landscapes and help her clients with clear and actionable advice.

Fluent in both Mandarin and Cantonese, Ivy is uniquely positioned to serve the Asian market. Her language proficiencies enhance communication and fosters trust, making her an invaluable resource for clients seeking personalized service.

Ivy is deeply committed to client satisfaction. She combines her expertise in investment planning and life insurance with strong sales acumen, ensuring that each client receives a customized approach that aligns with their individual requirements and objectives. With her blend of professionalism, cultural competence, and dedication to excellence, Ivy has all the qualities of a client-centric associate. She is passionate about helping clients navigate their estate planning needs and is always ready to assist them by providing support and guidance for their financial success.