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

Beaupre Financial Group

  • Home
  • The Beaupre Experience
  • About Us
    • Our Team
  • Our Services
    • Wealth Management
    • Tax Planning
    • Estate Planning
    • Generating Retirement Income
  • Market Insights
  • Contact Us

About Us

Address 150 Elgin Street Suite 2100 Ottawa ON, K2P 1L4
Telephone Number (613) 783-7857
Email Email us
Email Email
Telephone Number Tel

About Us

Our Team

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

 
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Mike Beaupre

Mike Beaupre, CIM®

Senior Wealth Advisor

Tel:

(613) 783-7857

Email:

mike.beaupre@cibc.ca

Linkedin

I specialize in developing individual solutions that meet your investment needs and wealth goals. As a trained professional, I identify investments that are most effective for you with consideration to tax savings opportunities.

My first priority is listening to your needs. I will work with you to customize an investment plan that meets your needs now and in the future.

I hold the Chartered Investment Manager designation (CIM®) and provide a full range of products and services to help clients make investment decisions.

My goals are to continually strengthen client relationships, demonstrate a commitment to preserving and growing clients' wealth, and enhance my skills and knowledge of investment products and the markets.

Outside of the office, I enjoy heading out to the cottage with my family and golfing with friends.

Chris

Chris Carwardine, CIM®

Client Associate

Tel:

(613) 783-6862

Email:

chris.carwardine@cibc.com

I specialize in the client experience by analyzing client needs, supporting business development opportunities, and facilitating client requests.

My previous experience includes nearly two years working as an IT Support Analyst, Financial Coordinator, and Financial Advisor.

I hold the Chartered Investment Manager (CIM) designation and I am actively pursuing the Certified Financial Planner (CFP) designation, with hopes of obtaining the designation in 2025. I obtained an Honors degree from Carleton University in Commerce with a concentration in Finance.

My extensive knowledge in financial products and investment concepts are tools I leverage to ensure the client experience is worthwhile and that each client’s need is supported with the utmost detail.

Outside of the office, I enjoy going to the gym, watching the Ottawa Senators, and golfing with friends and family.

Mike Beaupre

Mike Beaupre, CIM®

Senior Wealth Advisor
(613) 783-7857
Opens in your telephone provided application.
mike.beaupre​@cibc.ca
Opens in your email provided application.
Linkedin
Opens in a new tab.

I specialize in developing individual solutions that meet your investment needs and wealth goals. As a trained professional, I identify investments that are most effective for you with consideration to tax savings opportunities.

My first priority is listening to your needs. I will work with you to customize an investment plan that meets your needs now and in the future.

I hold the Chartered Investment Manager designation (CIM®) and provide a full range of products and services to help clients make investment decisions.

My goals are to continually strengthen client relationships, demonstrate a commitment to preserving and growing clients' wealth, and enhance my skills and knowledge of investment products and the markets.

Outside of the office, I enjoy heading out to the cottage with my family and golfing with friends.

Chris

Chris Carwardine, CIM®

Client Associate
(613) 783-6862
Opens in your telephone provided application.
chris.carwardine​@cibc.com
Opens in your email provided application. Opens in a new tab.

I specialize in the client experience by analyzing client needs, supporting business development opportunities, and facilitating client requests.

My previous experience includes nearly two years working as an IT Support Analyst, Financial Coordinator, and Financial Advisor.

I hold the Chartered Investment Manager (CIM) designation and I am actively pursuing the Certified Financial Planner (CFP) designation, with hopes of obtaining the designation in 2025. I obtained an Honors degree from Carleton University in Commerce with a concentration in Finance.

My extensive knowledge in financial products and investment concepts are tools I leverage to ensure the client experience is worthwhile and that each client’s need is supported with the utmost detail.

Outside of the office, I enjoy going to the gym, watching the Ottawa Senators, and golfing with friends and family.

 

Our Partners

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

 
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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.

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
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.

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.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.