I understand that finances can be emotional and energy-consuming. In the blink of an eye, circumstances may change, and priorities shift. Sometimes the conversation is about having enough money to do the things you want; other times, it’s about reducing risk and providing security for the future. Together we will develop a holistic plan that prepares you for what you need, builds wealth for what you dream about, aligns investments with causes near and dear to your heart, and shapes your legacy–whatever you want that to be. I will work hard to grow, maximize and protect your wealth according to your goals, and I promise I will always be available and accountable to you.

I enjoy working with all types of clients, but as a female advisor, I am attuned to the particular needs of women investors and how they want to be served. I grew up in Ottawa and now live in a small town in the Ottawa Valley. Both experiences have taught me the importance of community and building relationships with integrity and authenticity. These are the values I bring to my clients.

As a senior wealth advisor and portfolio manager with over 25 years of experience, I can provide you with a full range of personalized services, from investment management and wealth planning expertise to working with our CIBC Partners on private banking, estate and trust solutions. I strive to provide my clients with peace of mind knowing that my credentials include the Financial Management Advisor (FMA), the Chartered Investment Manager (CIM®), and most recently, the Certified International Wealth Manager (CIWM) designations.

When I’m not working for my clients, you will often find me outside soaking up all that mother nature offers. I live in the beautiful Ottawa Valley, where I enjoy gardening, hiking, and kayaking on the lake with my husband.

I appreciate the individual needs of our clients, that gives meaning to the work I do.

I moved from New Brunswick to pursue a degree in Commerce, which I am simultaneously completing while working at Wood Gundy. Coming from a community-minded town on the Bay of Fundy, where strangers become friends in a grocery line, finding work with purpose was my priority.

I am proud to support a business that strives to help clients achieve their financial and life goals.

Working in a sector with ever-changing regulations has provided the perfect opportunity to challenge myself as I learn and helping me develop personally and professionally.

Whether you’re looking into opening new accounts, or have questions about existing accounts with us, I’m committed to handle your needs with high quality service.

I understand the deeply personal nature of your finances, and am committed to helping you stay informed and involved in your journey to financial success with us.

Heather brings extensive industry experience and works closely with Kalli and Karen to ensure a seamless wealth management experience.

Heather is able to accept trading orders and is responsible for managing day-to-day account administration, addressing client inquiries, and processing transactions. Additionally, she assists the team with the creation of financial plans, transfer requests, Wood Gundy Online profiles, and other administrative needs as they arise.

Outside of work, Heather enjoys spending time outdoors, reading, and caring for her dog.

As an experienced estate professional, I believe that a key component of wealth management is an estate plan that protects your assets, preserves your legacy, and ensures your estate is efficiently distributed. With the support of a team, I provide customized estate, trust, and incapacity solutions. Prior to joining CIBC Trust Company, I worked in the financial services industry for over 15 years before finding my vocation in estate and trust administration. In my former role as a Trust Officer, I was responsible for managing the administration of complex accounts. I am also a member of the Society of Trust and Estate Practitioners (STEP Canada) and became a Certified Estate and Trust Administrator in 2020. With a career focused on building client relationships, my goal is to provide you and your family with confidence and peace of mind.

Mark is a Financial Planning Specialist with CIBC Private Wealth working primarily with the Advisory teams at the Ottawa Main, Kanata & Kingston CIBC Wood Gundy branches. Mark joined CIBC in 2020, and has over 21 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, personal and corporate, to help them achieve their financial goals.

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.

Having learned the importance of trust and reliability early on, I’ve applied this to all my relationships and take great pride in providing my clients with a high level of service. Ensuring a positive client experience for you and your family is my priority. Through a discovery process, I will take the time to understand what is important to you.

Whether it be complex planning strategies, lending needs or simple banking questions, I endeavour to address each in a timely and efficient manner. With my team of CIBC experts, we use a holistic approach to create a personalized plan tailored to your unique needs.

Outside of work, I enjoy spending time with family, travelling and playing music.