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

The Shaw Financial Group

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Address 150 Elgin Street Suite 2100 Ottawa ON, K2P 1L4
Telephone Number (613) 783-7896
Email Email us
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Telephone Number Tel

The Shaw Financial Group

 

 

Dennis Shaw is an Investment Advisor and Portfolio Manager with CIBC Wood Gundy with nearly 25 years of experience in the financial services industry. He is able to provide clients with comprehensive wealth management services.

Although heavily involved in the investment side of the business, Dennis has extensive knowledge in financial planning, tax planning and is fully bilingual in English and French.

Our team's goal is to assist our clients in establishing realistic wealth management and life-stage planning goals, and to help achieve these goals through quality investment strategies, value-added services and expert advice. We believe in a long-term, diversified and disciplined investment strategy. A well-balanced portfolio that matches the client's risk tolerance, investment time horizon and investment goals is the best way to build and protect wealth.

 

Every element is designed to support your goals

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Investment management

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

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Private banking 

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

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Wealth planning

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

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Estate and trust

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

Learn more
 

Our Team

Dennis Shaw

Dennis Shaw, CIM, FMA, CFP®

Portfolio Manager
Investment Advisor
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Lorrie LeBlanc

Lorrie LeBlanc

Investment Advisor
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Nigel Newland

Estate Planning Specialist
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Christine Butkovich

Christine Butkovich

Administrative Assistant
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Nolan Hickie

Nolan Hickie

Client Associate
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Learn more
 

Contact us

Address

The Shaw Financial Group Address
150 Elgin Street
Suite 2100
Ottawa, ON K2P 1L4
Telephone number: (613) 783-7896
Toll-free: 1 (800) 267-9345
Fax: (613) 239-2917
 

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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.