Don Shepherd, FCSI, CIM, CIWM, PFP, FMA
Tel:
(613) 531-5518Email:
don.shepherd@cibc.comDon is an investment professional with twenty years' investment and wealth management experience. He is responsible for client counsel, evaluating and researching potential investments, and investment management. Don’s education and on the job experience has provided him with expertise to specifically focus on the needs of high net worth families, corporate executives, professionals and business owners with complex wealth management needs.
Don Shepherd, FCSI, CIM, CIWM, PFP, FMA
Investment Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Don is an investment professional with twenty years' investment and wealth management experience. He is responsible for client counsel, evaluating and researching potential investments, and investment management. Don’s education and on the job experience has provided him with expertise to specifically focus on the needs of high net worth families, corporate executives, professionals and business owners with complex wealth management needs.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Nigel Newland, B.Comm., CFP
As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.
Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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.
Nigel Newland, B.Comm., CFP
Estate Planning Specialist
As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.
Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
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.