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

The Shaw Financial Group

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About us

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

Our Team

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Dennis Shaw

Dennis Shaw, CIM, FMA, CFP®

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 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 LeBlanc

Investment Advisor

Tel:

(613) 783-7840

Email:

lorrie.leblanc@cibc.ca

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 Butkovich

Administrative Assistant

Tel:

(613) 783-7340

Email:

christine.butkovich@cibc.com

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

Nolan Hickie

Client Associate

Tel:

(613) 783-4674

Email:

Nolan.Hickie@cibc.com

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.

Lorrie LeBlanc

Lorrie LeBlanc

Investment Advisor
(613) 783-7840
Opens in your telephone provided application.
lorrie.leblanc​@cibc.ca
Opens in your email provided application. Opens in a new tab.

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 Butkovich

Administrative Assistant
(613) 783-7340
Opens in your telephone provided application.
christine.butkovich​@cibc.com
Opens in your email provided application. Opens in a new tab.

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

Nolan Hickie

Client Associate
(613) 783-4674
Opens in your telephone provided application.
Nolan.Hickie​@cibc.com
Opens in your email provided application. Opens in a new tab.

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

Dennis Shaw, CIM, FMA, CFP®

Portfolio Manager
Investment Advisor
(613) 783-7896
Opens in your telephone provided application.
dennis.shaw​@cibc.ca
Opens in your email provided application. Opens in a new tab.

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 LeBlanc

Investment Advisor
(613) 783-7840
Opens in your telephone provided application.
lorrie.leblanc​@cibc.ca
Opens in your email provided application. Opens in a new tab.

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 Butkovich

Administrative Assistant
(613) 783-7340
Opens in your telephone provided application.
christine.butkovich​@cibc.com
Opens in your email provided application. Opens in a new tab.

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

Nolan Hickie

Client Associate
(613) 783-4674
Opens in your telephone provided application.
Nolan.Hickie​@cibc.com
Opens in your email provided application. Opens in a new tab.

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

Dennis Shaw, CIM, FMA, CFP®

Portfolio Manager
Investment Advisor
(613) 783-7896
Opens in your telephone provided application.
dennis.shaw​@cibc.ca
Opens in your email provided application. Opens in a new tab.

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 LeBlanc

Investment Advisor
(613) 783-7840
Opens in your telephone provided application.
lorrie.leblanc​@cibc.ca
Opens in your email provided application. Opens in a new tab.

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.

 
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Our partners

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

Mark Defalco

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

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

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

Mark Defalco, CFP, F.Pl.

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Nigel Newland, B.Comm., CFP

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Chantal Dubé

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

 
 
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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.