THERESA MCARTHUR, Senior Investment Advisor at CIBC Wood Gundy, Dartmouth, Nova Scotia
THERESA MCARTHUR
"Building Connections through Decades of Experience"
With a wealth of experience gained over years of working in the financial industry, Theresa McArthur serves as a Senior Investment Advisor at CIBC Wood Gundy, bringing depth and insight to every client relationship. Theresa’s approach starts with genuine curiosity and a passion for understanding the person behind the financial goals. For her, getting to know who her clients are, what motivates them, and where they want to go is essential to building a strategy that serves their unique needs.
Expertise Built on a Wealth of Experience
Theresa’s career spans extensive roles across government and banking, but her journey as an Investment Advisor truly began alongside her father; a compassionate financial planner who always put his client first. With his guidance, she quickly learned that genuine care, active listening, and personal connection were key to helping clients succeed.
“My father prioritized relationships, not transactions. He met clients in their homes, shared their lives, and listened closely. This became my approach too,” Theresa reflects.
With decades of experience under her belt, Theresa has honed a unique ability to provide comprehensive financial strategies while building enduring client trust. Her deep industry knowledge, coupled with a commitment to staying at the forefront of industry trends, makes her a valued and trusted resource who delivers tailored solutions to a broad spectrum of financial needs.
A Holistic, Personalized Approach to Financial Planning
Theresa is known for her expertise in offering a 360-degree approach to financial, investment, insurance, and estate planning—long before such approaches were commonplace. Her clients benefit from her ability to craft individualized plans that align with their specific goals, leveraging a network of legal, tax, and financial experts as needed.
“A client’s journey is about much more than numbers. It’s about understanding where they are, where they want to go, and building comprehensive strategies around their unique needs. This holistic approach has always been at the core of my practice,” Theresa explains.
Her ability to consider every detail, from cash flows to family dynamics, helps ensure that clients receive advice tailored to their evolving lives. Theresa’s deep knowledge and years of experience equip her to guide clients through market shifts, economic changes, and the complexities of managing wealth with confidence and clarity.
Guiding Clients through Life’s Milestones
Having guided clients through a wide range of significant and impactful life events, including births, losses, marriages, divorces, and transitions into retirement, Theresa brings a compassionate and steady presence to every client relationship. Her clients know they can rely on her to provide financial guidance, no matter how complex their needs may be. Her years of experience allow her to create adaptable strategies that empower clients to live fulfilling and prosperous lives.
“I believe every client should feel completely at ease when reaching out to me. No question is too small when it concerns their money and future, and I’m here to help adapt plans as life changes,” she says.
Making Wealth Work for a Purposeful Life
Theresa understands that wealth is a tool to achieve life’s most meaningful goals. Whether helping clients support charitable causes, plan for family needs, or simply find joy in their financial freedom, she works tirelessly to help ensure your every investment dollar serves a purpose.
Gary Milakovic is a veteran writer with more than a decade in the public sector and corporate communications. He has covered a wide spectrum of topics and his work has been featured by large and small organizations across Canada. Gary is passionate about communication, his writing often focuses on uncovering the “story behind the story.”
Theresa McArthur
Senior Investment Advisor
CIBC Wood Gundy
100 Venture Run, Suite 305
Dartmouth, NS B3B 0H9
902 - 717 - 7004
CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.
Theresa McArthur is an Investment Advisor with CIBC Wood Gundy in Dartmouth, Nova Scotia. The views of Theresa McArthur do not necessarily reflect those of CIBC World Markets Inc. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.