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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Ray Dubeau

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About us

Address 150 Elgin Street Suite 2100 Ottawa ON, K2P 1L4
Telephone Number (613) 239-2934
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About us

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
Ray Dubeau

Ray Dubeau

Senior Portfolio Manager, Wealth Advisor
(613) 239-2934
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ray.dubeau@cibc.ca
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Ray Dubeau is an Investment Advisor in the Ottawa office of CIBC Wood Gundy. Ray is part of a close-knit group of dedicated financial professionals who, as a branch, collectively manage approximately $4 billion in client assets.

Ray specializes in providing financial planning and investment advisory services to the firm's most affluent clients. He presents information clearly and concisely, filtering the daily barrage of news and commentary, and assists his clients in making informed decisions based on relevant facts. He constructs diversified, efficient investment portfolios and employs a disciplined, strategic asset allocation methodology. Ray approaches investment decisions with a healthy degree of skepticism. He identifies opportunities that make sense because the underlying fundamentals make sense -- not merely because they are popular.

Ray graduated from the University of Ottawa with a B.S.Sc in 1999. In 2000, he began his career with our predecessor firm providing financial advice for Canadian families, associations and corporations.

An avid golfer and fitness enthusiast, Ray also enjoys playing hockey, mountain biking, camping and fishing. He is involved in several charities including the CIBC Run for the Cure, an annual national fundraiser that supports breast cancer research.

 
Joshua Wechsler

Joshua Wechsler

Investment Advisor
(613) 239-2878
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joshua.wechsler@cibc.com
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Born and raised in Montreal, Josh joined CIBC Wood Gundy in 2014 after graduating from the University of Ottawa with an Honours Bachelor of Commerce. He is focused on helping individuals, families, and business owners achieve their financial freedom and grow their wealth by providing investment and wealth management using a goal-based approach.

 
Ann Oberlin

Ann Oberlin

Client Associate
(613) 783-7839
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ann.oberlin@cibc.com
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Ann provides personalized client services to our select group of clients and their families. She is highly involved in the day-to-day management of client assets and provides assistance to clients with tax reporting, cash flow requirements, statement reviews and queries, and required paperwork. Ann is fully registered to conduct trades.

 
Kealy Doherty

Kealy Doherty

Client Associate
(613) 252-5392
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kealy.doherty@cibc.ca
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Kealy provides a high level of friendly and efficient client support. She can be called upon to investigate all administrative questions as well is fully registered to conduct trades. She is dedicated to provide extraordinary client service by fully understanding their needs and goals.

 
 
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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.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.