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Shea Wealth Advisory

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For Women, By Women

Address 150 Elgin Street Suite 2100 Ottawa ON, K2P 1L4
Telephone Number (613) 783-7813
Email Email us
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For Women, By Women

My mission is to help women achieve financial freedom by empowering them with knowledge and customized holistic wealth plans.

 

My team and I create a comfortable environment for women to ask questions and be heard.

 

Whether you're planning for retirement, managing investments, or looking to grow your wealth, I provide comprehensive guidance and support every step of the way.

 

Events

FOR WOMEN, BY WOMEN, FINANCIAL FREEDOM SERIES : RRSP VS TFSA SECRETS THAT WILL PAVE YOUR PATH TO FINANCIAL FREEDOM

FOR WOMEN, BY WOMEN, FINANCIAL FREEDOM SERIES : RRSP VS TFSA SECRETS THAT WILL PAVE YOUR PATH TO FINANCIAL FREEDOM

Feb 13, 2025 04:00 PM Eastern Standard Time - Feb 13, 2025 05:00 PM Eastern Standard Time

 

You’re Invited: A Women’s Guide to Smart Investing & Tax-Savvy Planning

 

Your financial future isn’t something to leave to chance—it’s built on smart moves and confident decisions.

 

2025 is YOUR year to take control and create a plan that sets you up for long-term success.

 

Grab a friend and join us for an engaging and practical workshop where you’ll learn how to make your money work for you.

 

We’ll break down everything you need to know—from savvy investing to tax-smart strategies—so you can protect your hard-earned wealth and build a future that’s not just secure, but thriving.

 

What You’ll Learn:

 

* Investing to achieve your goals

* Retirement planning

* Why have a financial plan?

* RRSP vs. TFSA: Key differences & tax considerations

* How to make the right financial decisions

* Mistakes to Avoid When Managing Your Wealth

 

The presentation will be followed by an anonymous Q & A through the MS Teams where we look forward to answering your questions.

 

Bring your questions, share your thoughts, and get real answers from our experts. We’re here to support you every step of the way on your financial journey.

 

To reserve your spot, please RSVP by Feb. 12, 2025 to:

 

Samira Beiraami

Client Associate

Tel: 613-239-0278

Email: Samira.Beiraami@cibc.com

RSVP RSVP to FOR WOMEN, BY WOMEN, FINANCIAL FREEDOM SERIES : RRSP VS TFSA SECRETS THAT WILL PAVE YOUR PATH TO FINANCIAL FREEDOM
<p>Disclaimer:</p> <p>This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives may receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. &copy; CIBC World Markets Inc. 202<span style="color:#44546a">5.</span></p> <p>&nbsp;</p> <p>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.</p> <p>&nbsp;</p> <p>Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.</p> <p>&nbsp;</p> <p>If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.</p>
FOR WOMEN BY WOMEN FINANCIAL FREEDOM SERIES, MASTER YOUR MONEY: FINANCIAL STRATEGIES FOR WOMEN WHO WANT MORE

FOR WOMEN BY WOMEN FINANCIAL FREEDOM SERIES, MASTER YOUR MONEY: FINANCIAL STRATEGIES FOR WOMEN WHO WANT MORE

Jan 23, 2025 06:00 PM Eastern Standard Time - Jan 23, 2025 07:00 PM Eastern Standard Time

Money doesn’t have to be overwhelming when you have the right strategies and tools in place.

Join us for a transformational Online Workshop designed specifically for women ready to take charge of their finances in 2025 and feel confident about their financial journey.

During this one-hour session, we’ll break down the basics of financial literacy into actionable steps to help you:

• Understand how to grow your wealth through simple and smart saving and investing.

• Build a solid plan for your future that allows you to still enjoy life today without a scarcity mindset.

• Avoid costly mistakes by understanding the cost of borrowing and interest rates and how they impact your finances

 

The presentation will be followed by a Q & A  through the MS Teams chat 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.

Share this opportunity with women in your network who deserve to feel empowered and financially secure.

All are welcome!

 

To reserve your spot, please RSVP by January 22th to:

Samira Beiraami
Client Associate
Tel: 613-239-0278
Email: Samira.Beiraami@cibc.com

RSVP RSVP to FOR WOMEN BY WOMEN FINANCIAL FREEDOM SERIES, MASTER YOUR MONEY: FINANCIAL STRATEGIES FOR WOMEN WHO WANT MORE
<p><span style="font-size:11.0pt"><span arial="" style="font-family:">This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives may receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. &copy; CIBC World Markets Inc. 2024.</span></span></p> <p>&nbsp;</p> <p><span style="font-size:11.0pt"><span arial="" style="font-family:">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.</span></span></p> <p>&nbsp;</p> <p><span style="font-size:11.0pt"><span arial="" style="font-family:">Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.</span></span></p> <p>&nbsp;</p> <p><span style="font-size:11.0pt"><span arial="" style="font-family:">If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.</span></span></p> <p>&nbsp;</p>
FOR WOMEN, BY WOMEN™ FINANCIAL FREEDOM SERIES

FOR WOMEN, BY WOMEN™ FINANCIAL FREEDOM SERIES

Nov 14, 2024 04:00 PM Eastern Standard Time - Nov 14, 2024 05:00 PM Eastern Standard Time

 

Your financial future isn’t something to leave to chance—it’s something to actively shape and protect.

Bring a friend and join us for an exclusive workshop to develop a deeper understanding of how to make informed decisions about your financial future and well-being.

Learn about how to protect your loved ones and build a comprehensive wealth plan that covers every angle—from wealth management to legal protections.

 

Join Karen Shea, CIBC Wood Gundy Senior Wealth Advisor, and Erin Kelly, Cooligan Yehia LLP lawyer specialized in estate planning and administration, for an eye-opening workshop.

Together, they’ll share actionable insights to help you plan for life’s uncertainties, from securing your investments to safeguarding your legacy for the next generation.

Don’t miss this chance to empower yourself with the knowledge and tools to ensure your financial future is exactly what you envision.

 

Karen will discuss :

  • Investing to achieve your goals
  • Retirement planning
  • Why have a financial plan?

Erin will discuss :

  • What is included in an estate plan?
  • Why have a Will?
  • Protecting your legacy.

Group Q & A session

 

Location:

CIBC Wood Gundy

2100-150 Elgin St.,

Ottawa, ON K2P 1L4

 

The presentation will be followed by an open discussion where we look forward to answering your questions.

We’re committed to supporting you every step along your financial journey.

 

To reserve your spot, please RSVP by Nov. 12, 2024 to:

Samira Beiraami,Client Associate
Tel: 613-239-0278
Email: Samira.Beiraami@cibc.com

 

 

RSVP RSVP to FOR WOMEN, BY WOMEN™ FINANCIAL FREEDOM SERIES
FOR WOMEN, BY WOMEN FINANCIAL FREEDOM SERIES

FOR WOMEN, BY WOMEN FINANCIAL FREEDOM SERIES

Oct 24, 2024 04:00 PM Eastern Daylight Time - Oct 24, 2024 06:00 PM Eastern Daylight Time

More than half of Canadian women say financial security contributes to their happiness, yet only 10% of women feel knowledgeable about investing and retirement planning.

Join us for an engaging presentation geared towards empowering women to recognize and overcome the unique challenges they face when managing and growing their wealth.

We’ll cover relevant topics that impact women across all generations, like: 

•     Top 5 Accounting Must-Knows: Overcoming Hurdles and Embracing Opportunities by Randy  Greenstone

•     Women and Wealth: Take an active role in your financial well-being by Karen Shea

•     Group Q & A session

We look forward to seeing you and answering your questions.

We’re committed to supporting you every step along your financial journey.

Location: 

Crowe BGK LLP

400 March Road

Suite 420

Kanata, ON K2K 3H4

 

To reserve your spot, please RSVP by 22 Oct. 2024 to:

 

Samira Beiraami

Client Associate

Tel: 613-239-0278

Email: Samira.Beiraami@cibc.com

 

 

RSVP RSVP to FOR WOMEN, BY WOMEN FINANCIAL FREEDOM SERIES

There are no events to show

 

Disclaimer:

This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives may receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. © CIBC World Markets Inc. 2025.

 

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.

 

Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.

 

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives may receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. © CIBC World Markets Inc. 2024.

 

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.

 

Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.

 

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

 

 
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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.


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