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 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. 

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

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 is a Senior Trust & Estate Consultant with CIBC Trust Corporation. Lindsay provides will, trust and estate planning solutions to high net-worth individuals from across Nova Scotia. Born and raised in Halifax, Lindsay graduated with a Bachelor of Arts degree from the University of King’s College, before going on to obtain her law degree from Dalhousie University. Lindsay practiced law in Halifax for several years before joining CIBC Private Wealth Management, and is a member of the Halifax Estate Planning Council and the Society of Trust and Estate Practitioners (STEP).

Struan believes that a key component of any wealth management plan is an estate plan; one that protects our clients and their families, their assets, preserves their legacy and ensures that their plans occur as desired. For complex estate and trust issues, he draws on the expertise of CIBC partners, recommends external professionals and acts as an objective third-party to help develop solutions and coordinate communication.

Administering an estate, trust or acting as an attorney for property is time-consuming and requires a knowledge of many different areas. Struan and his team have the expertise to execute or assist others with the execution of those roles effectively and efficiently.