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

Ron A. McQuarrie

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Our Team

Address 730 View Street 9th Floor Victoria BC, V8W 1J8
Telephone Number (250) 361-2267
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Meet Our Team

OUR TEAM

Our team is committed to providing you a strong advisory relationship rooted in financial expertise and professionalism. We believe that your ambitions deserve unique strategies. 

 

Our combined experience of over half a century is assurance to you, and your family, that we have weathered all sorts of markets and will continue to learn from and share this knowledge.

 
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Ron A. McQuarrie

Ron A. McQuarrie

Senior Wealth Advisor

Tel:

(250) 361-2267

Email:

ron.mcquarrie@cibc.ca

Linkedin

You can count on trusted experience!

Ron began his career in the financial industry in 1985 when he joined Merrill Lynch Canada Inc. This background and training has certainly proven most valuable. Merrill Lynch eventually pulled out of the retail investment business in Canada, selling this subsidiary to Wood Gundy. In 1993, Ron made the decision to move to Midland Walwyn Capital Inc., Canada's largest independent investment firm. In 1998, Merrill Lynch re-emerged on the Canadian investment scene with its purchase of Midland Walwyn. In December 2001, we had a déjà vu when Merrill Lynch sold Midland Walwyn to CIBC Wood Gundy where he continues as an Investment Advisor with over 30 years in the business.

His Approach

Ron is known for having a disciplined conservative approach towards building a portfolio with equities paying dividends, as well as a growth component that fits you, the client. Ron will not chase the latest fad. He believes in carefully choosing companies that have good core fundamentals. Ron's trustworthy advice and his continual involvement has proven to be a successful recipe for longevity. Many of his clients have been with him for over 25 years!

Who are the clients?

Whether you are a retired person, a younger professional, or a young couple starting a family, we sit together and customize an investment mandate that feels right for you. Your needs are unique and the investment approach is customized for you. The focus is listening and understanding your situation which enables us to tailor your investments profile to you. Nothing is set in stone and the open communication is key to you being happy. 

Networking

Aside from the investment world, Ron's interest is lacrosse. He continues to be fairly involved with lacrosse as Canadian Lacrosse Association Box Lacrosse Chair. He was previously a member of the BC board of directors and as Vice President-Performance Programs. He successfully coached the Shamrocks Victoria Intermediate "A" for 4 years and Junior "A" Shamrocks for 2 years. He proudly brought them to championship in 2010. 

Those two worlds have brought Ron a great deal of discipline.

Ron A. McQuarrie

Ron A. McQuarrie

Senior Wealth Advisor
(250) 361-2267
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ron.mcquarrie​@cibc.ca
Opens in your email provided application.
Linkedin
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You can count on trusted experience!

Ron began his career in the financial industry in 1985 when he joined Merrill Lynch Canada Inc. This background and training has certainly proven most valuable. Merrill Lynch eventually pulled out of the retail investment business in Canada, selling this subsidiary to Wood Gundy. In 1993, Ron made the decision to move to Midland Walwyn Capital Inc., Canada's largest independent investment firm. In 1998, Merrill Lynch re-emerged on the Canadian investment scene with its purchase of Midland Walwyn. In December 2001, we had a déjà vu when Merrill Lynch sold Midland Walwyn to CIBC Wood Gundy where he continues as an Investment Advisor with over 30 years in the business.

His Approach

Ron is known for having a disciplined conservative approach towards building a portfolio with equities paying dividends, as well as a growth component that fits you, the client. Ron will not chase the latest fad. He believes in carefully choosing companies that have good core fundamentals. Ron's trustworthy advice and his continual involvement has proven to be a successful recipe for longevity. Many of his clients have been with him for over 25 years!

Who are the clients?

Whether you are a retired person, a younger professional, or a young couple starting a family, we sit together and customize an investment mandate that feels right for you. Your needs are unique and the investment approach is customized for you. The focus is listening and understanding your situation which enables us to tailor your investments profile to you. Nothing is set in stone and the open communication is key to you being happy. 

Networking

Aside from the investment world, Ron's interest is lacrosse. He continues to be fairly involved with lacrosse as Canadian Lacrosse Association Box Lacrosse Chair. He was previously a member of the BC board of directors and as Vice President-Performance Programs. He successfully coached the Shamrocks Victoria Intermediate "A" for 4 years and Junior "A" Shamrocks for 2 years. He proudly brought them to championship in 2010. 

Those two worlds have brought Ron a great deal of discipline.

 

Valerie Charron, FMA

Financial Associate
(250) 361-2266
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valerie.charron@cibc.ca
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Valerie has over 20 years of experience in the investment industry. She is fully licensed and has the Financial Management Advisor (FMA) designation. Fluent in both Canada's official languages, Valerie is able to use those attributes with both the clients and her work environment. A bonus for those of you who speak French - you have the option to "parlez en francais".

A little history

Valerie's career in this industry began in 1999, where she was an Investment Representative with a competitive firm. She has been at CIBC Wood Gundy since 2009. Valerie's other professional experience involved a background in tourism, marketing and wireless telecommunications. Over the years, Valerie has continued her education and acquired the FMA designation. Was a member of the Advocates Toastmasters which enabled her to improve on the art of speaking in public and be an avid listener.

Valerie's Approach

Valerie's true passion is client service. You can be assured to find a smiling, warm and caring person at the end of the telephone when you call. She will be happy to assist you with any of your administrative queries. Because Valerie is Ron's right hand, she is fully aware of the clients' situation and is able to better assist you. Valerie's years of experience allows her to quickly ensure that your questions have been answered.

Personal interests

Valerie keeps active and fit by climbing, running, swimming as well as practicing Yoga. She is also very involved within her community by volunteering her time through different non-profit organizations.  

 

Zoe Pritchard Garcia

Administrative Assistant
(250) 361-2268
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zoe.pritchardgarcia@cibc.com
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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.