Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
  • Home
  • About us
  • Services
  • Market insights
  • Community
  • Contact us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

THE SAIKALEY SHAW FINANCIAL GROUP

  • Home
  • About us
  • Services
  • Market insights
  • Community
  • Contact us
 

About us

Email Email
Telephone Number Tel

About Wood Gundy

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 1,000 advisors in 80 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

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

Previous Next
Daniel Saikaley

Daniel Saikaley, CPA, CA, CIM, CFP, EPC

Portfolio Manager
Investment Advisor

Tel:

(613) 783-4674

Email:

daniel.saikaley​@cibc.ca

Servicing the needs of clients takes special skills. To this end, Dan has made a conscious effort to build on his experience in financial and estate planning, investment advisory and insurance knowledge, as well as, obtaining the designations of Chartered Accountant (CA), Chartered Professional Accountant (CPA), Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and Elder Planning Counselor (EPC). This training enables Dan to better service the growing “fifty-plus” population as they transition towards the various stages in their lives.

Formerly with one of Canada's leading professional service firms as a tax specialist, Dan joined CIBC Wood Gundy (and predecessor firm) in 1998 as an Investment Advisor. He is a graduate of Queen's University's Bachelor of Commerce program and has over 40 years of experience in the tax, investment, and financial planning industry.

Dennis Shaw

Dennis Shaw, CFP, FCSI, CIM, FMA

Portfolio Manager
Investment Advisor

Tel:

(613) 783-7896

Email:

dennis.shaw​@cibc.ca

Dennis provides clients with the best opportunity to achieve their goals, ambitions and aspirations with the wealth they have worked so hard to accumulate. He has over 18 years' experience in the financial services industry. Prior to becoming an Investment Advisor with CIBC Wood Gundy in 2005, Dennis worked with CIBC Imperial Service managing the financial and investment needs of affluent clients. He holds the highly regarded Certified Financial Planner (CFP) designation and develops plans to ensure clients have a full understanding of all tax and estate issues in a continuously changing environment. Dennis' philosophy revolves around teamwork: an accountant, lawyer and estate planner are essential members of everyone's financial planning team.

Dennis is a graduate of the University of Western Ontario with a degree in Economics. A lineman with the Western Mustangs, winners of the 1994 Vanier Cup, Dennis now annually gives a scholarship to a Western student athlete enrolled in a STEM (Science, Technology, Engineering and Math) program.

Lorrie Bergstrand

Lorrie LeBlanc

Financial Associate

Tel:

(613) 783-7840

Email:

lorrie.leblanc​@cibc.ca

Lorrie is a registered Investment Advisor Assistant and provides integral support to our team for the day-to-day management of our clients' affairs, administration, communications, and business development.

Lorrie graduated from the University of Ottawa with a Bachelor of Arts degree in Psychology. With over 15 years of experience in the financial industry, Lorrie is fully licensed and has completed the Canadian Securities Course, the Conducts and Practices Handbook Course and the Wealth Management Essentials Course. Her experience gives her a comprehensive understanding of the investment industry and the ability to give a high level of service to our clients.

Daniel Saikaley

Daniel Saikaley, CPA, CA, CIM, CFP, EPC

Portfolio Manager

Investment Advisor

Tel:

(613) 783-4674

Email:

daniel.saikaley​@cibc.ca

Servicing the needs of clients takes special skills. To this end, Dan has made a conscious effort to build on his experience in financial and estate planning, investment advisory and insurance knowledge, as well as, obtaining the designations of Chartered Accountant (CA), Chartered Professional Accountant (CPA), Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and Elder Planning Counselor (EPC). This training enables Dan to better service the growing “fifty-plus” population as they transition towards the various stages in their lives.

Formerly with one of Canada's leading professional service firms as a tax specialist, Dan joined CIBC Wood Gundy (and predecessor firm) in 1998 as an Investment Advisor. He is a graduate of Queen's University's Bachelor of Commerce program and has over 40 years of experience in the tax, investment, and financial planning industry.

Dennis Shaw

Dennis Shaw, CFP, FCSI, CIM, FMA

Portfolio Manager

Investment Advisor

Tel:

(613) 783-7896

Email:

dennis.shaw​@cibc.ca

Dennis provides clients with the best opportunity to achieve their goals, ambitions and aspirations with the wealth they have worked so hard to accumulate. He has over 18 years' experience in the financial services industry. Prior to becoming an Investment Advisor with CIBC Wood Gundy in 2005, Dennis worked with CIBC Imperial Service managing the financial and investment needs of affluent clients. He holds the highly regarded Certified Financial Planner (CFP) designation and develops plans to ensure clients have a full understanding of all tax and estate issues in a continuously changing environment. Dennis' philosophy revolves around teamwork: an accountant, lawyer and estate planner are essential members of everyone's financial planning team.

Dennis is a graduate of the University of Western Ontario with a degree in Economics. A lineman with the Western Mustangs, winners of the 1994 Vanier Cup, Dennis now annually gives a scholarship to a Western student athlete enrolled in a STEM (Science, Technology, Engineering and Math) program.

Lorrie Bergstrand

Lorrie LeBlanc

Financial Associate

Tel:

(613) 783-7840

Email:

lorrie.leblanc​@cibc.ca

Lorrie is a registered Investment Advisor Assistant and provides integral support to our team for the day-to-day management of our clients' affairs, administration, communications, and business development.

Lorrie graduated from the University of Ottawa with a Bachelor of Arts degree in Psychology. With over 15 years of experience in the financial industry, Lorrie is fully licensed and has completed the Canadian Securities Course, the Conducts and Practices Handbook Course and the Wealth Management Essentials Course. Her experience gives her a comprehensive understanding of the investment industry and the ability to give a high level of service to our clients.

Previous Next

OUR PARTNERS

We partner with CIBC experts to help address all of your wealth needs.

Jamie Golombek

Jamie Golombek

Managing Director Tax and Estate Planning

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

Jamie Golombek

Jamie Golombek

Managing Director Tax and Estate Planning

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • IIROC AdvisorReport
 IIROC  Canadian Investor Protection Fund

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.