Susan MacQuarrie

Experience

• 

  RBC Department of Agriculture

  Jan 1992 - Jan 1993

  Administrative Assistant
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  RBC Direct Investing

  Jan 1993 - Jan 1995

  Assistant Manager Administrative
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  RBC Dominion Securities

  Sept 1995 - Mar 2001

  Investment Advisor

  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 comprehensive financial planning and wealth management solutions, including retirement, insurance and estate planning.

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  Rodco Investments Limited

  Feb 2002 - Dec 2011

  Financial Advisor
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  Chignecto Central Regional School Board

  Oct 2012 - Oct 2016

  Elected Board Member

  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 create a safe, supportive, and socially just learning environment for each student in Chignecto-Central Regional School Board.For more information please see our website under Board. www.ccrsb.ednet.ns.ca Show less

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  RBC Insurance

  Nov 2013 - May 2014

  Life and Living Benefits Advisor

  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 health related to their stage in life. I then was able to provide the best possible advice on insurance and wealth solutions.

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  Nova Scotia School Boards Association

  Jun 2016 - Oct 2016

  Director
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  Scotiabank

  Feb 2017 - Sept 2019

  Financial Advisor

  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 advice using a holistic approach to help them achieve their goals. I nurture strong, long-standing relationships. We focus on a holistic financial relationship that includes investment management, financial planning, wills, estates, trusts, permanent insurance, and corporation tax management. If you are a physician and not with MD you are missing out. We know physicians best.Goals are based on developing, retaining and growing the branch business in a way that supports a positive customer experience. Show less

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  MD Financial Management | Gestion financière MD

  Sept 2019 - Aug 2023

  Financial Consultant
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  CIBC Wood Gundy

  Aug 2023 - now

  Senior Investment Advisor