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

Theresa McArthur

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About us

Address 100 Venture Run Suite 305 Dartmouth NS, B3B 0H9
Telephone Number (902) 717-7004
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About us

My Business Magazine Article

https://www.mybusinessmagazine.ca/single-post/theresa-mcarthur-senior-investment-advisor-at-cibc-wood-gundy-dartmouth-nova-scotia

 

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
Theresa McArthur.

Theresa McArthur, CFP®, PFP, CIM®

Senior Investment Advisor
(902) 717-7004
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Theresa.McArthur@cibc.com
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LinkedIn
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I am an Investment Advisor with a passion for building and nurturing relationships and 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. I obtained 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 on our daughter as she enters adulthood.

 
Laura Bagnall.

Laura Bagnall

Administrative Assistant
(902) 420-2612
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laura.bagnall@cibc.com
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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.

 
Kate Ross.

Kate Ross

Senior Trust And Estate Consultant
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kate.ross1@cibc.com
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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

Senior Trust And Estate Consultant
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lindsay.logie@cibc.com
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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.

 
Bruce Morrison.

Bruce Morrison

Estate Planning Specialist
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bruce.morrison@cibc.ca
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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.

 
Thomas Elinesky.

Thomas Elinesky

Estate Planning Specialist
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thomas.elinesky@cibc.com
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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. 

 
 
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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.