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

Susan MacQuarrie, PFP

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Susan MacQuarrie

Susan MacQuarrie, PFP

Senior Wealth Advisor

(902) 420-2707
(902) 329-2812
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susan.macquarrie@cibc.com
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I have over 25 years’ experience in the financial services industry and am passionate about my career. As a Wealth Advisor I go above and beyond to understand my clients' financial goals and dreams. I grew up in a small town on the beautiful Bay of Fundy. From a very young age I was interested in finance and it has been a lifelong vocation. My parents taught me that, Giving was Living, and I have never stopped giving back to my community. I have two beautiful children, Connor and Chloe, who have become wonderful assets to the world. They make me proud every day.

 

I work closely with many CIBC partner's and specialist's. Here, at CIBC Wood Gundy, we have access to Financial Planner's, Estate and Trust Planning Specialist's, and Insurance Specialist's to help protect your wealth. We also offer access to Private Banking to assist you with your day-to-day banking needs.

Our partners

We partner with CIBC experts to help address all of your wealth needs.

Matthew Wood

Matthew Wood, B.B.A., CFP

Senior Private Banking Advisor

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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

Craig Merriam, TEP, CFP®, FMA, RRC, BA, MPA

Financial Planning Specialist

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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

Bruce Morrison

Estate Planning Specialist

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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

Kate Ross, BA, JD

Senior Trust and Estate Consultant

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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

Lindsay Logie, JD, TEP

Senior Trust and Estate Consultant

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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.

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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.