Estate Planning Specialist
Toll Free: +1 (800) 565-0601
Fax: (902) 429-3948
Bruce Morrison, Estate Planning Specialist, comes to CIBC Wood Gundy from a leading insurance company where he was the Director of Sales for National Accounts. Bruce brings with him a strong analytical and mathematical background, having earned his MSc. in Mathematics from Dalhousie University.
In addition to his sales and management experience, Bruce has also seen the insurance business from the actuarial side of the desk. This perspective allows him to have a deeper understanding in dealing with insurance needs.
Bruce is a proponent of wealth management and believes that the key to success with clients is talking to them, not just about their needs, but also about their life objectives and how insurance can assist them in the achievement of their goals.
Married, with two children, Bruce resides in Halifax.