Theresa McArthur, CFP®, PFP
With a passion for building and nurturing relationships, I am an Investment Advisor with nearly 25 years of experience in the financial services industry.
My journey started with a Bachelor of Music degree which gave me the capacity to think critically through complex problems and issues. I spent numerous years working in bank branches in various roles from Advisor to Branch Manager before moving into the Financial Planning role. There I
gained my PFP, CFP®, Advanced Retirement Strategies Certifications and Insurance licensing to round out my education and knowledge within the industry. I am currently working on my CIM® (Certified Investment Management) designation.
My focus has been on creating financial plans and investment strategies that support the unique situations clients face. Other focuses include Insurance, Tax Management, Will and Estate Planning and Succession Planning for small business.
In my spare time I golf and curl with my husband and enjoy cheering our daughter on as she enters adulthood.
Laura Bagnall
Laura Bagnall joined CIBC Wood Gundy in 2022 as a vital part our team assisting with administrative duties. Originally from Hammonds Plains NS, Laura graduated in 2021 with a Diploma in Business Administration with the Nova Scotia Community College. She completed her five-week work placement with NSCC and continued to work with the Student Finance team for two years following graduation. Laura soon realized she had a passion for working with people and helping them achieve their financial goals. Committed to strengthening her knowledge in the industry, she is currently working on completing her Canadian Securities Course (CSC) and her Conduct and Practices Handbook Course (CPH). Laura is focused on creating trusting relationships and tailoring unique experiences for our clients. She strives to ensure our clients receive the best possible service and will be responsible for managing the vast administrative details of our clients and their accounts.
In her spare time Laura enjoys spending time with her family, friends, and her two cats, as well as freshwater fishing, hiking, camping, and exploring the beauties the province has to offer.
Doreen Malone, CPA, CA, CFP®
Doreen leverages her strong background in financial planning, private banking and public accounting as well as her deep understanding of the arts, not-for-profit sectors and the importance of philanthropy in her role as a Wealth Strategist.
Doreen has held a number of Board of Directors positions, including Credit Union Atlantic (CUA), FORCE (Fundy Ocean Research Centre for Energy), and Shelter Nova Scotia. Doreen has over 30 years of experience in the financial services industry and the arts community.
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.
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.