Jonathan Schutt
Senior Wealth Advisor
For the past 18 years Jonathan has been a trusted Investment Advisor to individuals, families, foundations and corporations in the Kingston area. A graduate of York University, Jonathan believes that investing in your community and family is as important as investing in your financial future. In addition to being active in local community events, Jonathan also volunteers at his children's school and coaches local youth sports. He also enjoys participating on various community teams.
Sharon Lee
Administrative Assistant
Sharon is a Queen’s Economics graduate and is passionate about investing and helping clients with what matters most to them. She joins the Schutt team and is here to support you with such things as withdrawal requests, statements, tax slips, reporting, transfers, contributions, and scheduling review meetings. She has completed the CSC and the CPH and is now in the process of becoming a CIRO registrant.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Mark Defalco, CFP, F.Pl.
Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.Mark is a Financial Planning Specialist with CIBC Private Wealth Management working with the Advisory teams at the Ottawa Main, Kanata & Kingston Wood Gundy branches. Mark joined CIBC in 2020, and has over 16 years’ experience in financial advice and planning. He believes in a holistic and comprehensive approach to financial planning. Mark has extensive experience working with high net worth clients, both personal and corporate, to help them achieve their financial goals.
Nigel Newland, B.Comm., CFP
Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.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.
Fred Kyriazis, CPA, CA
Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.I am an Estate Planning Specialist with CIBC Private Wealth Management. As a Chartered Professional Accountant, my focus over the years has been working with private business owners, professionals and farmers in developing strategies to help minimize their tax burden at various stages in their lives, including business transitions and estate planning.
I have developed a holistic approach to estate planning and provide my clients with solutions that will help them achieve their goals as it relates to their estate by minimizing the impact that taxes can have on a family’s estate.
Karen West-Taylor
Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application.As a CIBC Senior Trust and Estate Consultant, Karen believes that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed. She offers services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles.
Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Karen has the expertise to execute or assist others to execute that role effectively and efficiently.