Susan Macquarrie
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Susan Macquarrie Email & Phone Number

Senior Wealth Advisor at CIBC Wood Gundy
Location: Halifax, Nova Scotia, Canada 11 work roles 1 school
1 work email found @ns.sympatico.ca LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@ns.sympatico.ca
LinkedIn Profile matched
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Current company
Role
Senior Wealth Advisor
Location
Halifax, Nova Scotia, Canada
Company size

Who is Susan Macquarrie? Overview

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Quick answer

Susan Macquarrie is listed as Senior Wealth Advisor at CIBC Wood Gundy, a company with 2805 employees, based in Halifax, Nova Scotia, Canada. AeroLeads shows a work email signal at ns.sympatico.ca and a matched LinkedIn profile for Susan Macquarrie.

Susan Macquarrie previously worked as Senior Investment Advisor at Cibc Wood Gundy and Financial Consultant at Md Financial Management | Gestion Financière Md. Susan Macquarrie holds Business Administration And Management, General from St. Mary'S University.

Company email context

Email format at CIBC Wood Gundy

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{first}.{last}@ns.sympatico.ca
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AeroLeads found 1 current-domain work email signal for Susan Macquarrie. Compare company email patterns before reaching out.

Profile bio

About Susan Macquarrie

I have over 25 years experience in the financial services industry with past positions focused on Total Wealth Planning. I am passionate about my career. I enjoy helping people reach their financial goals with strategies and outcomes unique to them. I have thorough knowledge of financial services, financial planning, estate planning, wills and trusts, taxation, life insurance, debt and capital markets.I am extremely client focused with a unquestionable importance on listening, communication, exceptional customer service, sound judgement, and understanding. I am driven by my values, ethics and compassion for my clients. My education and experience has taught me strategies to ensure clients are comfortable and protected through all stages of their lives. I am a firm believer in personal development and continue to enhance my knowledge of the financial industry. My desire to help others is evident in my community volunteer work and helping those who are less fortunate. Over the years I have been involved in a number of volunteer organizations close to my heart.

Listed skills include Wealth Management, Investment Advisory, Retirement Planning, Investment Strategies, and 35 others.

Current workplace

Susan Macquarrie's current company

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CIBC Wood Gundy
Cibc Wood Gundy
Senior Wealth Advisor
Halifax Regional Municipality, NS, CA
Employees
2805
AeroLeads page
11 roles · 34 years

Susan Macquarrie work experience

A career timeline built from the work history available for this profile.

Senior Wealth Advisor

Halifax Regional Municipality, NS, CA

Senior Investment Advisor

Current

Halifax, Nova Scotia, Canada

Aug 2023 - Present

Financial Advisor

Halifax, Nova Scotia, Canada

As a Financial Advisor I am customer-centric and able to connect with people in a relatable way. My focus is to provide exceptional service throughout the customer’s journey by taking a proactive approach to discovering the customers needs. I listen to understand what they are asking for. I educate the customer and provide relevant insights and expert.

Feb 2017 - Sep 2019

Director

Nova Scotia School Boards Association

Halifax, Nova Scotia, Canada

Jun 2016 - Oct 2016

Elected Board Member

Chignecto Central Regional School Board

As a member of CCRSB for the Town of Truro, Student learning is my priority. CCRSB Members work together to develop independent lifelong learners in a student-centered environment with high expectations for all. Our goal is to maximize student learning through implementing and supporting effective instruction and assessment practices. We also strive to.

Oct 2012 - Oct 2016

Life And Living Benefits Advisor

Nova Scotia, Canada

As an accredited professional I provided integrated Life Insurance, planning and advice to clients. My extensive background and experience in finance allowed me to provide a superior client experience, connecting with clients through discovery. Through the discovery process I was able to completely understand the clients' needs and how their financial.

Nov 2013 - May 2014

Financial Advisor

Rodco Investments Limited
Feb 2002 - Dec 2011

Investment Advisor

Halifax, Canada Area

RBC Dominion Securities is the full service investment firm wholly owned by RBC. As an Investment Advisor I was licensed to provide advice on securities such as stocks and bonds, options and futures, and life insurance products. I was dedicated to understanding clients needs and helping them achieve financial goals. I accomplished this through.

Sep 1995 - Mar 2001

Assistant Manager Administrative

Rbc Direct Investing

5161 George Street. Halifax, Nova Scotia

1993 - 1995 ~2 yrs
Team & coworkers

Colleagues at CIBC Wood Gundy

Other employees you can reach at cibcwoodgundy.com. View company contacts for 2805 employees →

1 education record

Susan Macquarrie education

FAQ

Frequently asked questions about Susan Macquarrie

Quick answers generated from the profile data available on this page.

What company does Susan Macquarrie work for?

Susan Macquarrie works for CIBC Wood Gundy.

What is Susan Macquarrie's role at CIBC Wood Gundy?

Susan Macquarrie is listed as Senior Wealth Advisor at CIBC Wood Gundy.

What is Susan Macquarrie's email address?

AeroLeads has found 1 work email signal at @ns.sympatico.ca for Susan Macquarrie at CIBC Wood Gundy.

Where is Susan Macquarrie based?

Susan Macquarrie is based in Halifax, Nova Scotia, Canada while working with CIBC Wood Gundy.

What companies has Susan Macquarrie worked for?

Susan Macquarrie has worked for Cibc Wood Gundy, Md Financial Management | Gestion Financière Md, Scotiabank, Nova Scotia School Boards Association, and Chignecto Central Regional School Board.

Who are Susan Macquarrie's colleagues at CIBC Wood Gundy?

Susan Macquarrie's colleagues at CIBC Wood Gundy include Irene Feng, Brett Foster, Cim®️, Enzo Persia, Thomas Buttiglieri, and Andrew Godding, Cpa, Ca.

How can I contact Susan Macquarrie?

You can use AeroLeads to view verified contact signals for Susan Macquarrie at CIBC Wood Gundy, including work email, phone, and LinkedIn data when available.

What schools did Susan Macquarrie attend?

Susan Macquarrie holds Business Administration And Management, General from St. Mary'S University.

What skills is Susan Macquarrie known for?

Susan Macquarrie is listed with skills including Wealth Management, Investment Advisory, Retirement Planning, Investment Strategies, Asset Allocation, Retirement, Mutual Funds, and Wealth Accumulation.

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