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CIBC Private Wealth Management

CIBC Wood Gundy

McCooeye Financial Group

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Address 555 Legget Dr Suite 1030 Kanata ON, K2K 2X3
Telephone Number (613) 239-2855
Email Email us
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Telephone Number Tel

Welcome to McCooeye Financial 

 

McCooeye Financial Group has a dedicated team of professionals, innovative solutions and objective advice. Our team works together to provide holistic financial planning and wealth management. By Collaborating on investment and planning decisions, we ensure every action taken has been reviewed from multiple perspectives. We spend the time needed to get to know our clients and their financial outlook and preferences, so that we can develop a tailored financial plan built specifically for you and your family. Throughout this process your needs are always put first. That is a promise we make personally and professionally. 

 
Mark McCooeye

Mark McCooeye, CPA, CMA, MBA, CFP, CIM, TEP

Vice-President, Portfolio Manager
(613) 239-2855
mark.mccooeye@cibc.com
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As a Portfolio Manager, Mark has a fiduciary duty to act with care, honesty and good faith, and will always put your interest first. Mark leads the team in working closely with clients on their particular needs and goals, and crafting solutions for them. 

Mark entered the financial services industry in 2007. Prior to that he was Director of Finance in the hi-tech industry. His years as a Professional Accountant taught him the importance of proper tax planning and cash flow management. He graduated from Carleton University with an Economics Degree and went on to achieve the following designations: Professional Accountant - Certified Management Accountant (CMA), Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Master of Business Administration (MBA) and Trust and Estate Practitioner (TEP). 

 

Our Team

Mark McCooeye

Mark McCooeye, CPA, CMA, MBA, CFP, CIM, TEP

Vice-President
Portfolio Manager
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Michael Smyth

Client Associate
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Greg McLaren

Associate Investment Advisor
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Melissa Tucker

Client Associate
Learn more
 

Contact us

Address

555 Legget Dr
Suite 1030
Kanata, ON K2K 2X3
Telephone number: (613) 239-2855
Toll-free: 1 (888) 801-3335
 

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“CIBC Private Wealth Management” 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 Management 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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