Dennis Shaw, CIM, FMA, CFP®
Portfolio Manager
Investment Advisor
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 25 years of 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 LeBlanc
Investment Advisor
Lorrie is a registered Investment Advisor 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 registered 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.
Christine Butkovich
Administrative Assistant
Christine joined our team as an Administrative Assistant and has over 25 years of experience working in the financial services industry.
The majority of her career was spent at another Canadian Financial Institution where she performed a variety of roles in client service, administration, operations, management and human resources before working for another investment firm for a few years prior to joining our team.
Christine has an extensive background in customer service and looks forward to guiding you with your investment inquiries and requests by assisting with the administrative tasks associated to these requests.
Nolan Hickie
Client Associate
Nolan graduated from Carleton University in May of 2022 with an honors degree in economics. He has over 4 years of professional experience in the financial services industry, the latter portion of it as a financial advisor. His experience includes customer service, client and relationship management, and financial advice.
Nolan works with the team to provide support for the day-to-day management of client requests, transactions and other administrative duties while he works toward becoming CIRO registered.
Dennis Shaw, CIM, FMA, CFP®
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 25 years of 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 LeBlanc
Lorrie is a registered Investment Advisor 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 registered 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.
Christine Butkovich
Christine joined our team as an Administrative Assistant and has over 25 years of experience working in the financial services industry.
The majority of her career was spent at another Canadian Financial Institution where she performed a variety of roles in client service, administration, operations, management and human resources before working for another investment firm for a few years prior to joining our team.
Christine has an extensive background in customer service and looks forward to guiding you with your investment inquiries and requests by assisting with the administrative tasks associated to these requests.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Mark Defalco, CFP, F.Pl.
Financial Planning Specialist
Mark is a Financial Planning Specialist with CIBC Private Wealth Management working with the Advisory teams at the Ottawa Main, Kanata & Kingston Wood Gundy branches. Mark joined CIBC in 2020, and has over 16 years’ experience in financial advice and planning. He believes in a holistic and comprehensive approach to financial planning. Mark has extensive experience working with high net worth clients, both personal and corporate, to help them achieve their financial goals.
Nigel Newland, B.Comm., CFP
Estate Planning Specialist
As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.
Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.
Chantal Dubé
Senior Trust and Estate Consultant
As an experienced estate professional, I believe that a key component of wealth management is an estate plan that protects your assets, preserves your legacy, and ensures your estate is efficiently distributed. With the support of a team, I provide customized estate, trust, and incapacity solutions. Prior to joining CIBC Trust Company, I worked in the financial services industry for over 15 years before finding my vocation in estate and trust administration. In my former role as a Trust Officer, I was responsible for managing the administration of complex accounts. I am also a member of the Society of Trust and Estate Practitioners (STEP Canada) and became a Certified Estate and Trust Administrator in 2020. With a career focused on building client relationships, my goal is to provide you and your family with confidence and peace of mind.
Mark Defalco, CFP, F.Pl.
Mark is a Financial Planning Specialist with CIBC Private Wealth Management working with the Advisory teams at the Ottawa Main, Kanata & Kingston Wood Gundy branches. Mark joined CIBC in 2020, and has over 16 years’ experience in financial advice and planning. He believes in a holistic and comprehensive approach to financial planning. Mark has extensive experience working with high net worth clients, both personal and corporate, to help them achieve their financial goals.
Nigel Newland, B.Comm., CFP
As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.
Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.
Chantal Dubé
As an experienced estate professional, I believe that a key component of wealth management is an estate plan that protects your assets, preserves your legacy, and ensures your estate is efficiently distributed. With the support of a team, I provide customized estate, trust, and incapacity solutions. Prior to joining CIBC Trust Company, I worked in the financial services industry for over 15 years before finding my vocation in estate and trust administration. In my former role as a Trust Officer, I was responsible for managing the administration of complex accounts. I am also a member of the Society of Trust and Estate Practitioners (STEP Canada) and became a Certified Estate and Trust Administrator in 2020. With a career focused on building client relationships, my goal is to provide you and your family with confidence and peace of mind.