Karen E. Shea - Our Services

Every element is designed to support your goals

Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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HOW WE HELP

Your ambitions deserve unique solutions. Along with my partners, I provide you with comprehensive wealth management solutions to address all of your financial needs, from investment management to charitable giving.

Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

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Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. Together with our CIBC partners we have the expertise and tools to create your dynamic plan that changes as your priorities do.

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Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

RISK MANAGEMENT

Whether from financial or health-related risks, we help you minimize potential losses. Our team is here to protect your financial well-being by identifying sources of risk and finding strategies to either avoid or minimize them. Risk management strategies include asset protection, life insurance, long-term disability, and more.

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Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

Discretionary Portfolio Management

As a licensed Portfolio Manager, I am able to manage your portfolio on your behalf. I work with you to create a tailored investment plan to achieve your financial goals, then implement it through sophisticated investment strategies. Benefits include relieving the burden of making day-to-day investment decisions and giving you peace of mind.

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Business Transition Planning

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

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