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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Jonathan Schutt

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Address 366 King Street East Suite 500 Kingston ON, K7K 6Y3
Telephone Number (613) 531-5522
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Our Team

Jonathan Schutt

Jonathan Schutt

Senior Wealth Advisor

For more than 34 years, Jonathan has been a trusted Investment Advisor to individuals, families, foundations, and corporations throughout the Kingston area. He works closely with clients at various stages of life, helping them make informed, confident decisions and build personalized strategies aligned with their long-term goals.

A graduate of York University, Jonathan believes successful investing is rooted in discipline, clarity, and trust. His approach emphasizes thoughtful planning, risk awareness, and a long-term perspective – designed to provide clients with confidence through both opportunities and uncertainty.

Jonathan believes investing in family and long-term planning is just as important as investing in one’s financial future. Through his professional work, he is dedicated to building lasting relationships and helping individuals and families feel confident and secure about the future they are working toward.

In his personal time, Jonathan enjoys skiing, playing hockey, and golfing. Jonathan is a proud father of two daughters.

 

Abbie Anghelescu, MBA

Investment Advisor Assistant

Abbie serves as the Administrative Assistant to Jonathan Schutt, bringing a strong foundation in business, accounting, and client service. She holds a Master of Business Administration from Ohio Dominican University and a Bachelor of Business Administration from The University of Texas at El Paso.

With experience in public accounting and administrative operations, Abbie supports day-to-day office functions with accuracy, organization, and professionalism. She is committed to providing efficient support and helping deliver a seamless, positive experience for our clients.

Outside of work, Abbie enjoys spending time with family and friends, staying active, and playing golf.

 

Lubna Mufti

Administrative Assistant

Lubna joined banking industry in 2012 and have since worked in a variety of roles, developing extensive experience in client services, relationship building, and financial solutions. She is passionate about providing exceptional customer service and helping clients make informed financial decisions through education and personalized guidance. Lubna joined Jonathan Schutt’s team in 2025 as an Administrative Assistant.

Before beginning her career in banking, she earned a degree in Microbiology in Pakistan and later completed a Computers Information System Certificate from Algonquin College, before relocating to Kingston from Ottawa in year 2000. Her diverse educational background has strengthened her analytical thinking, problem solving abilities and adaptability.

Throughout her career, she has enjoyed building meaningful connections with clients and supporting them in achieving their financial goals. Lubna believes that understanding financial products and services empowers clients to make confident decisions for their future.

Outside of her professional life, she enjoy spending time outdoors with her husband and two kids. In the warmer months, you’ll often find her playing pickleball or cycling. When winter arrives, she enjoys cross-country skiing and ice skating. Staying active year-around helps her maintain a balanced lifestyle and brings energy and enthusiasm to her professional life.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Mark Defalco

Mark Defalco, CFP, F.Pl.

Financial Planning Specialist

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

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.

Fred Kyriazis

Fred Kyriazis, CPA, CA

Estate Planning Specialist

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

Karen West-Taylor

Senior Trust and Estate Consultant

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.

Mark Defalco

Mark Defalco, CFP, F.Pl.

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Nigel Newland, B.Comm., CFP

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Fred Kyriazis, CPA, CA

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Karen West-Taylor

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.