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

Fripp Advisory Group

  • Fripp Advisory Group
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About us

Address 150 Elgin Street Suite 2100 Ottawa ON, K2P 1L4
Telephone Number (613) 783-7338
Email Email us
Email Email
Telephone Number Tel

About us

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 800 advisors in 100 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

 

Experienced, Knowledgeable & Dedicated

Fripp Advisory Group of CIBC Wood Gundy brings together the investment acumen of four individuals with over 100 years of combined experience in the financial industry, administering over $900 million in client assets. We are committed to providing our affluent clients with the highest level of advice, service and investments solutions. We work closely with our clients to establish a road map for their investments and develop an overall financial plan that is clearly driven by their objectives. We are committed to a high level of personalized service for each client, for the long term. Our investment process is defined and highly disciplined. We are consistent in our process from creating an Investment Policy Statement and implementing our recommended portfolio, to monitoring positions and reporting results. Our investment policy is based on realistic expectations with a long-term perspective and clearly defined objectives. This is the foundation upon which our portfolios are developed and managed over time and through different market cycles. Recognizing that no two clients are alike, we develop an investment approach or financial strategy that is geared to each individual investor. This investment portfolio takes into account your specific goals, financial means and risk tolerance. Our objective is to help increase your returns while minimizing risk.

 
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Brett Fripp, FCSI, CIM

Senior Wealth Advisor

Tel:

(613) 783-7338

Email:

brett.fripp@cibc.ca

Brett is an industry leader in wealth management and has worked as an Investment Advisor since 1987 with CIBC Wood Gundy (and predecessor firms). He ranks in the firm's top Investment Advisors. He is an honours graduate (Economics) from Queens University, a Fellow of the Canadian Securities Institute (FCSI), and holds the Chartered Investment Manager (CIM) designation. With more than 35 years of experience in the investment business, he has a proven track record of integrity in dealing with clients, a commitment to service quality and a focus on client goals. He works diligently to make the best possible recommendations for his clients.

 

Marc Abdelnour, BA

Investment Advisor

Tel:

(613) 239-2901

Email:

marc.abdelnour@cibc.com

Linkedin

Marc has been with CIBC since 2014 and has completed the Canadian Securities course (CSC) as well as the Wealth Management Essentials course (WME). He is an Investment Advisor and provides high-quality advice and wealth management solutions with his focus being on high-net-worth families, entrepreneurs, and corporations. Marc takes on a comprehensive wealth planning approach with clients and provides advice on investment management, estate strategies, and retirement planning.

 

Marc is fluent in English, French and Arabic. He earned his bachelor’s degree in business administration with a major in finance from Florida Atlantic University. He also was inaugurated into the FAU Hall Of Fame for his tennis accomplishments where he was captain of the FAU Men’s tennis team, and graduated with All-Academic honors.

 

Outside of his professional duties, Marc is involved with the Syrian refugee community where he is also a board member. He is a long-time member of the elite tennis community of Eastern Ontario where he coaches and mentors Ottawa’s top tennis players. In his free time, Marc enjoys playing tennis, spending time with his family, and traveling.

Brenda Carvill, BA

Financial Associate

Tel:

(613) 783-4687

Email:

brenda.carvill@cibc.ca

Brenda provides personalized client services to our select group of high net worth clients and their families. She is highly involved in the day-to-day management of client assets and provides assistance to clients with tax reporting, cash flow requirements, statement reviews & queries and required paperwork. Brenda holds a BA from Carleton University and has been working with Brett for the last 20 years and CIBC Wood Gundy and predecessor firms since 1992.

Andrea Stewart

Client Associate

Tel:

(613) 783-7860

Email:

andrea.stewart@cibc.ca

Andrea provides personalized client services to our select group of high net worth clients and their families. She is highly involved in the day-to-day management of client assets and provide assistance to clients with tax reporting, cash flow requirements, statement reviews & queries and required paperwork. Andrea has over 20 years of experience in the financial industry at CIBC Wood Gundy and predecessor firms, including the last 10 years working on the Fripp Financial team.

Tanya Marleau

Client Associate

Tel:

(613) 239-2871

Email:

tanya.marleau@cibc.com

Linkedin

Tanya has been an integral part of the Fripp Advisory Group since 2022. She studied Finance at La Cité Collégiale, and has been working in the financial industry since 2010. She is also fully bilingual, allowing her to provide exceptional service to a diverse client base.

 

Tanya offers personalized client services to high-net-worth clients and their families. Her responsibilities include the day-to-day management of client assets, assisting with tax reporting, cash flow requirements, statement reviews, queries, and necessary paperwork. Additionally, she prepares detailed reports for clients' review meetings, ensuring they have a comprehensive understanding of their financial status.

 

Outside of her professional life, Tanya is an avid reader and a huge animal lover – especially dogs! She also enjoys spending time in nature.

Brenda Carvill, BA

Financial Associate
(613) 783-4687
Opens in your telephone provided application.
brenda.carvill​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Brenda provides personalized client services to our select group of high net worth clients and their families. She is highly involved in the day-to-day management of client assets and provides assistance to clients with tax reporting, cash flow requirements, statement reviews & queries and required paperwork. Brenda holds a BA from Carleton University and has been working with Brett for the last 20 years and CIBC Wood Gundy and predecessor firms since 1992.

Andrea Stewart

Client Associate
(613) 783-7860
Opens in your telephone provided application.
andrea.stewart​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Andrea provides personalized client services to our select group of high net worth clients and their families. She is highly involved in the day-to-day management of client assets and provide assistance to clients with tax reporting, cash flow requirements, statement reviews & queries and required paperwork. Andrea has over 20 years of experience in the financial industry at CIBC Wood Gundy and predecessor firms, including the last 10 years working on the Fripp Financial team.

Tanya Marleau

Client Associate
(613) 239-2871
Opens in your telephone provided application.
tanya.marleau​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Tanya has been an integral part of the Fripp Advisory Group since 2022. She studied Finance at La Cité Collégiale, and has been working in the financial industry since 2010. She is also fully bilingual, allowing her to provide exceptional service to a diverse client base.

 

Tanya offers personalized client services to high-net-worth clients and their families. Her responsibilities include the day-to-day management of client assets, assisting with tax reporting, cash flow requirements, statement reviews, queries, and necessary paperwork. Additionally, she prepares detailed reports for clients' review meetings, ensuring they have a comprehensive understanding of their financial status.

 

Outside of her professional life, Tanya is an avid reader and a huge animal lover – especially dogs! She also enjoys spending time in nature.

Brett Fripp, FCSI, CIM

Senior Wealth Advisor
(613) 783-7338
Opens in your telephone provided application.
brett.fripp​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Brett is an industry leader in wealth management and has worked as an Investment Advisor since 1987 with CIBC Wood Gundy (and predecessor firms). He ranks in the firm's top Investment Advisors. He is an honours graduate (Economics) from Queens University, a Fellow of the Canadian Securities Institute (FCSI), and holds the Chartered Investment Manager (CIM) designation. With more than 35 years of experience in the investment business, he has a proven track record of integrity in dealing with clients, a commitment to service quality and a focus on client goals. He works diligently to make the best possible recommendations for his clients.

 

Marc Abdelnour, BA

Investment Advisor
(613) 239-2901
Opens in your telephone provided application.
marc.abdelnour​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Marc has been with CIBC since 2014 and has completed the Canadian Securities course (CSC) as well as the Wealth Management Essentials course (WME). He is an Investment Advisor and provides high-quality advice and wealth management solutions with his focus being on high-net-worth families, entrepreneurs, and corporations. Marc takes on a comprehensive wealth planning approach with clients and provides advice on investment management, estate strategies, and retirement planning.

 

Marc is fluent in English, French and Arabic. He earned his bachelor’s degree in business administration with a major in finance from Florida Atlantic University. He also was inaugurated into the FAU Hall Of Fame for his tennis accomplishments where he was captain of the FAU Men’s tennis team, and graduated with All-Academic honors.

 

Outside of his professional duties, Marc is involved with the Syrian refugee community where he is also a board member. He is a long-time member of the elite tennis community of Eastern Ontario where he coaches and mentors Ottawa’s top tennis players. In his free time, Marc enjoys playing tennis, spending time with his family, and traveling.

Brenda Carvill, BA

Financial Associate
(613) 783-4687
Opens in your telephone provided application.
brenda.carvill​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Brenda provides personalized client services to our select group of high net worth clients and their families. She is highly involved in the day-to-day management of client assets and provides assistance to clients with tax reporting, cash flow requirements, statement reviews & queries and required paperwork. Brenda holds a BA from Carleton University and has been working with Brett for the last 20 years and CIBC Wood Gundy and predecessor firms since 1992.

Andrea Stewart

Client Associate
(613) 783-7860
Opens in your telephone provided application.
andrea.stewart​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Andrea provides personalized client services to our select group of high net worth clients and their families. She is highly involved in the day-to-day management of client assets and provide assistance to clients with tax reporting, cash flow requirements, statement reviews & queries and required paperwork. Andrea has over 20 years of experience in the financial industry at CIBC Wood Gundy and predecessor firms, including the last 10 years working on the Fripp Financial team.

Tanya Marleau

Client Associate
(613) 239-2871
Opens in your telephone provided application.
tanya.marleau​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Tanya has been an integral part of the Fripp Advisory Group since 2022. She studied Finance at La Cité Collégiale, and has been working in the financial industry since 2010. She is also fully bilingual, allowing her to provide exceptional service to a diverse client base.

 

Tanya offers personalized client services to high-net-worth clients and their families. Her responsibilities include the day-to-day management of client assets, assisting with tax reporting, cash flow requirements, statement reviews, queries, and necessary paperwork. Additionally, she prepares detailed reports for clients' review meetings, ensuring they have a comprehensive understanding of their financial status.

 

Outside of her professional life, Tanya is an avid reader and a huge animal lover – especially dogs! She also enjoys spending time in nature.

Brett Fripp, FCSI, CIM

Senior Wealth Advisor
(613) 783-7338
Opens in your telephone provided application.
brett.fripp​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Brett is an industry leader in wealth management and has worked as an Investment Advisor since 1987 with CIBC Wood Gundy (and predecessor firms). He ranks in the firm's top Investment Advisors. He is an honours graduate (Economics) from Queens University, a Fellow of the Canadian Securities Institute (FCSI), and holds the Chartered Investment Manager (CIM) designation. With more than 35 years of experience in the investment business, he has a proven track record of integrity in dealing with clients, a commitment to service quality and a focus on client goals. He works diligently to make the best possible recommendations for his clients.

 

 
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Our partners

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

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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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.