Events
How can you save more this tax season: Discover Credits You Didn’t Know You Had!
Dec 02, 2025 06:00 PM Eastern Standard Time - Dec 02, 2025 07:00 PM Eastern Standard Time
- Maximizing Medical Expense Claims: Find out how to get the most from your health-related expenses, with tips on claiming often-overlooked items.
- Navigating Disability Tax Credits: Get up-to-date information on eligibility and recent CRA changes, and learn how to unlock greater support for yourself or loved ones.
- Leveraging Home Accessibility Benefits: Discover how qualifying home improvements can provide valuable tax relief and improve quality of life.
RSVP now!
Break Free From Stress & Thrive During Menopause
Oct 08, 2025 06:00 PM Eastern Daylight Time - Oct 08, 2025 06:40 PM Eastern Daylight Time
Menopause is more than just a health transition—it’s a financial one too.
Stress and hormones affect the way we make decisions, including money decisions. That’s why empowering women in midlife means looking at the whole picture
If you’re struggling with hot flashes, insomnia, low energy, mood changes, or brain fog (or possibly all of these symptoms!) effective stress management is essential.
This session will help you to understand how stress impacts your hormones, especially in midlife. Gain practical strategies that can be used to regulate your stress response so that you can optimize your hormone health.
In this 40-minute session, Karen Shea will host Sharon Pendlington, Health Coach for Midlife Women who will guide you through:
- The Menopause Transition: What to Expect
- Hormone shifts in Midlife: Their connection to stress and emotional wellness
- Stress Physiology: How to regulate the stress response
The presentation will be followed by an anonymous Q & A box through MS Teams.
RSVP now!
Feel free to share this invitation with women in your network who would benefit from this valuable discussion.
All are welcome!
Finalizing Your Journey and Building a Sustainable Future Part 3 of 3
Aug 20, 2025 06:00 PM Eastern Daylight Time - Aug 20, 2025 06:30 PM Eastern Daylight Time
Discover practical strategies for setting meaningful goals, and creating a sustainable plan for lifelong financial well-being.
Take the final step toward lasting financial confidence—join us for Part Three of our transformative webinar series, created especially for women who want to secure their financial future and build a legacy. This session is your opportunity to gain practical strategies and guidance as you finalize your financial journey.
In this 30-minute session, Karen Shea, Senior Wealth Advisor, will break down the steps to help with your financial goals, including:
- Goal setting – What do you want to do with your hard earned money
- Benefits of having a financial plan and reviewing it every five years
- Tying up loose ends to achieve financial security – putting it all together
The presentation will be followed by an anonymous Q & A box through the MS Teams where we look forward to answering your questions.
RSVP now to gain the clarity, tools, and confidence you need to shape the financial future you’ve always envisioned, as well as the link to join the webinar.
This webinar is the last in a three-part series. Take charge of your financial future and join us for this empowering and insightful session. Refer to the website for additional dates and details about the other sessions in the series.
Share this opportunity with women in your network who deserve to feel empowered and financially secure.
All are welcome!
To reserve your spot, please Register through below link:
RSVP RSVP to Finalizing Your Journey and Building a Sustainable Future Part 3 of 3
Finalizing Your Journey and Building a Sustainable Future Part 3
Aug 07, 2025 12:00 PM Eastern Daylight Time - Aug 07, 2025 12:30 PM Eastern Daylight Time
Discover practical strategies for setting meaningful goals, and creating a sustainable plan for lifelong financial well-being.
Take the final step toward lasting financial confidence—join us for Part Three of our transformative webinar series, created especially for women who want to secure their financial future and build a legacy. This session is your opportunity to gain practical strategies and guidance as you finalize your financial journey.
In this 30-minute session, Karen Shea, Senior Wealth Advisor, will break down the steps to help with your financial goals, including:
- Goal setting – What do you want to do with your hard earned money
- Benefits of having a financial plan and reviewing it every five years
- Tying up loose ends to achieve financial security – putting it all together
The presentation will be followed by an anonymous Q & A box through the MS Teams where we look forward to answering your questions.
RSVP now to gain the clarity, tools, and confidence you need to shape the financial future you’ve always envisioned, as well as the link to join the webinar.
This webinar is the last in a three-part series. Take charge of your financial future and join us for this empowering and insightful session. Refer to the website for additional dates and details about the other sessions in the series.
Share this opportunity with women in your network who deserve to feel empowered and financially secure.
Upcoming Sessions:
Part Three: August 20th at 6pm
All are welcome!
To reserve your spot, please Register through below link:
RSVP RSVP to Finalizing Your Journey and Building a Sustainable Future Part 3The Journey to Achieving Financial Security Part 2 of 3
Aug 06, 2025 06:00 PM Eastern Daylight Time - Aug 06, 2025 06:30 PM Eastern Daylight Time
Managing your finances can feel manageable and empowering when you have the right strategies and resources at your disposal.
We invite you to join us for Part two of an inspiring three-part webinar series, created especially for women who are ready to take charge of their financial future in 2025 and navigate their financial journey with confidence..
In this 30-minute session, Karen Shea, Senior Wealth Advisor, will break down the steps to help with your financial goals, including:
- Account types and investment vehicles
- Invest for the long term and the importance of staying invested
- The benefits of compounding returns
The presentation will be followed by an anonymous Q & A box through the MS Teams where we look forward to answering your questions.
RSVP now to gain the clarity, tools, and confidence you need to shape the financial future you’ve always envisioned, as well as the link to join the webinar.
This webinar is the second in a three-part series. Future sessions will dive deeper into saving and investing strategies, building a financial plan, and creating a legacy.
Take charge of your financial future and join us for this empowering and insightful session. Refer to the website for additional dates and details about the other sessions in the series.
Upcoming Sessions:
Part Three: August 7th at noon and August 20th at 6pm
Share this opportunity with women in your network who deserve to feel empowered and financially secure.
All are welcome!
Date and Time:
To reserve your spot, please Register below:
RSVP RSVP to The Journey to Achieving Financial Security Part 2 of 3The Journey to Achieving Financial Security Part 2 of 3
Jul 31, 2025 12:00 PM Eastern Daylight Time - Jul 31, 2025 12:30 PM Eastern Daylight Time
Managing your finances can feel manageable and empowering when you have the right strategies and resources at your disposal.
We invite you to join us for Part two of an inspiring three-part webinar series, created especially for women who are ready to take charge of their financial future in 2025 and navigate their financial journey with confidence..
In this 30-minute session, Karen Shea, Senior Wealth Advisor, will break down the steps to help with your financial goals, including:
- Account types and investment vehicles
- Invest for the long term and the importance of staying invested
- The benefits of compounding returns
The presentation will be followed by an anonymous Q & A box through the MS Teams where we look forward to answering your questions.
RSVP now to gain the clarity, tools, and confidence you need to shape the financial future you’ve always envisioned, as well as the link to join the webinar.
This webinar is the second in a three-part series. Future sessions will dive deeper into saving and investing strategies, building a financial plan, and creating a legacy.
Take charge of your financial future and join us for this empowering and insightful session. Refer to the website for additional dates and details about the other sessions in the series.
Upcoming Sessions:
Part Two : August 6th at 6pm
Part Three: August 7th at noon and August 20th at 6pm
Share this opportunity with women in your network who deserve to feel empowered and financially secure.
All are welcome!
To reserve your spot, please Register below:
RSVP RSVP to The Journey to Achieving Financial Security Part 2 of 3Starting your Journey to Financial Security Part 1 of 3
Jul 30, 2025 06:00 PM Eastern Daylight Time - Jul 30, 2025 06:30 PM Eastern Daylight Time
Money doesn’t have to be overwhelming when you have the right strategies and tools in place.
Join us for Part One of a transformational three-part webinar series designed specifically for women who are ready to take control of their finances in 2025 and confidently navigate their financial journey.
In this 30-minute session, Karen Shea, Senior Wealth Advisor, will break down the steps to help with your financial goals, including:
- Cash flow and budgeting tips to help you take control of your finances.
- Good debt vs bad debt and how to avoid costly borrowing mistakes.
- The importance of starting to save early and the benefits of building an emergency fund
The presentation will be followed by an anonymous Q & A box through the MS Teams where we look forward to answering your questions.
RSVP now to gain the clarity, tools, and confidence you need to shape the financial future you’ve always envisioned, as well as the link to join the webinar.
This webinar is the first in a three-part series. Future sessions will dive deeper into saving and investing strategies, building a financial plan, and creating a legacy.
Take charge of your financial future and join us for this empowering and insightful session. Refer to the website for additional dates and details about the other sessions in the series.
Upcoming Sessions:
Part Two : July 31st at noon and August 6th at 6pm
Part Three: August 7th at noon and August 20th at 6pm
Location:
Online - MS Teams
To reserve your spot, please RSVP by July 16, 2025 to:
Samira Beiraami, Client Associate
613 239-0278
samira.beiraami@cibc.com
For Women, By Women Financial Freedom Series: Part 1 of 3-Master Your Money: Starting your journey to Financial security
Jul 17, 2025 12:00 PM Eastern Daylight Time - Jul 17, 2025 12:30 PM Eastern Daylight Time
Money doesn’t have to be overwhelming when you have the right strategies and tools in place.
Join us for Part One of a transformational three-part webinar series designed specifically for women who are ready to take control of their finances in 2025 and confidently navigate their financial journey.
In this 30-minute session, Karen Shea, Senior Wealth Advisor, will break down the steps to help with your financial goals, including:
- Cash flow and budgeting tips to help you take control of your finances.
- Good debt vs bad debt and how to avoid costly borrowing mistakes.
- The importance of starting to save early and the benefits of building an emergency fund
The presentation will be followed by an anonymous Q & A box through the MS Teams where we look forward to answering your questions.
RSVP now to gain the clarity, tools, and confidence you need to shape the financial future you’ve always envisioned, as well as the link to join the webinar.
This webinar is the first in a three-part series. Future sessions will dive deeper into saving and investing strategies, building a financial plan, and creating a legacy.
Take charge of your financial future and join us for this empowering and insightful session. Refer to the website for additional dates and details about the other sessions in the series.
Upcoming Sessions:
Part Two : July 31st at noon and August 6th at 6pm
Part Three: August 7th at noon and August 20th at 6pm
Location:
Online - MS Teams
To reserve your spot, please RSVP by July 16, 2025 to:
Samira Beiraami, Client Associate
613 239-0278
samira.beiraami@cibc.com
For Women by Women, Financial Freedom Series Master Class
May 08, 2025 09:00 AM Eastern Daylight Time - May 08, 2025 11:00 AM Eastern Daylight Time
Please join us for an informative session, featuring a discussion on the following topics:
- Women and wealth: Taking an active role in your financial well-being
- Understanding estate planning and its importance
- Successful estate planning and best practices
- Key components of an Estate plan
- Top 5 accounting must-knows: Overcoming hurdles and embracing opportunities
Schedule:
• 9:00am – 9:30am : Registration and breakfast
• 9:30am -11:00am : Presentations with Q &A
Please RSVP by May 06, 2025 or for additional information:
Samira Beiraami
Client Associate
Tel: 613-239-0278
Email: Samira.Beiraami@cibc.com
Breakfast will be provided. Please advise on any food allergies.
RSVP RSVP to For Women by Women, Financial Freedom Series Master ClassThere are no events to show
Karen E. Shea, CIM®, FMA, CIWM
Senior Wealth Advisor
Portfolio Manager
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 and my lovely dog Foxy.
Kalli Ryder
Administrative Assistant
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 Bradley
Client Associate
Heather brings extensive industry experience and will be working closely with Kalli and Karen to ensure a seamless wealth management experience.
Heather is able to accept trading orders and will be 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.
Karen E. Shea, CIM®, FMA, CIWM
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 and my lovely dog Foxy.
Kalli Ryder
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 Bradley
Heather brings extensive industry experience and will be working closely with Kalli and Karen to ensure a seamless wealth management experience.
Heather is able to accept trading orders and will be 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.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Chantal Dubé
Senior Trust and Estate Consultant
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 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.
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.
Milan Stipancevic, CFP®, CIM®, FCSI
Senior Private Banking Advisor
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.
Chantal Dubé
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 Defalco, CFP, F.Pl.
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.
Fred Kyriazis, CPA, CA
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.
Milan Stipancevic, CFP®, CIM®, FCSI
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.