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.
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 3There are no events to show
Karen’s Story
Empowering women to achieve financial freedom
(On screen :Karen gardening, looking up at the sky and off to the distance (sounds of gardening, Karen voice-over)
[soft background music]
Karen Shea: Building wealth isn’t about getting rich quick. It’s about making your money work as hard as you do. It’s planting the right seeds… in the right places Knowing when to cut back.
And having the confidence to stick with a plan even through the rough seasons.
(On screen :Karen on camera )
[soft background music]
Karen Shea: I’m Karen Shea… and I help people build a financial future to live their lives to the fullest. No matter how you’re doing right now - whether you are well on your way… or haven’t even started - you CAN achieve financial freedom…”
(On screen Karen in the kitchen)
Karen Shea: and be prepared for whatever life has in store for you and the people you love. You just need the right ingredients.”
(On screen :Karen at work in her office. showing some stock footage here of the stock market trading floor, etc.
(Karen voice over)
Karen Shea: Too often, i meet women who feel intimidated… misunderstood… or even ignored by their investment advisors. Many feel awkward asking questions about money. There’s so much they don’t understand.
(On screen :Karen on camera)
Karen Shea: One of my clients even lost a significant amount of money because her previous advisor took high risks with her portfolio, even after she made it clear she wanted a conservative approach.
(On screen :Karen at work in her office)
(soft background music & Karen voice over)
Karen Shea: It’s stories like this that drive me to do the work i do. I take the time to get to know you and explain how money can work for you. No matter what your time horizon. I’m it for the long haul.
(On screen Stock footage of people living their best lives, attending weddings, symbolizing sad events, ending on shots of children running. slower motion for dramatic effect.
(Karen voice over & soft background music)
Karen Shea: My clients aren’t just building financial plans; they’re building legacies. Saving for their children’s education. Planning for life’s biggest events that bring joy… or sorrow.
Setting up the next generation for success.
(On screen Stock footage of Karen skydiving sequence)
(karen voice over)
Karen Shea: When i launched my practice, i took a literal leap of faith.I’ve never felt more alive in my life. Standing at the edge, i understood the power of resolve and trust.
(On screen Stock footage of Karen back outside looking up at the sky.
Karen Shea That same determination drives my commitment to my clients today.I’m especially passionate about empowering women to take control of their financial destinies and unlock their potential.
(On screen Karen on camera (Karen clip)
Karen Shea :At Shea Wealth Advisory, we want to understand your values, your goals, and what keeps you up at night. For us, it’s about building a relationship based on trust and transparency.
(On screen Karen back in the garden & riding the boat & sky and small island scene )
[soft background music]
Karen Shea: If you’re ready to get started, i would love to connect and help you cultivate the life you deserve with the people you love most.
Below the banner, the following text is centered:
CIBC PRIVATE WEALTH
Karen E. Shea, CIM®, FMA, CIWM
Senior Wealth Advisor
613-783-7813
At the bottom of the slide, there's a disclaimer in smaller font
CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.
Karen Shea is an Investment Advisor with CIBC Wood Gundy in Ottawa. The views of Karen Shea do not necessarily reflect those of CIBC World Markets Inc.
If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor
Shea Wealth Advisory Team
Karen E. Shea, CIM®, FMA, CIWM
Portfolio Manager