Cameron Wallace
With over 12 years of experience in wealth management, I specialize in helping high-net-worth families and individuals achieve their financial goals through a comprehensive and personalized approach. I am dedicated to providing exceptional service and attention to detail, ensuring that each client receives the level of care they deserve.
My approach combines financial planning, wealth management, and tax & estate planning, to create a cohesive strategy that supports both your immediate needs and long-term objectives. By understanding your unique vision, I craft customized solutions that align with your financial aspirations, while also managing your investment portfolios to promote sustainable growth. Additionally, with the help of CIBC Partners, I offer investment tax efficiency and estate planning services to help preserve and protect your wealth for future generations.
Together, we will work to develop a strategy that not only addresses your current financial landscape but also adapts to your evolving goals. My commitment is to be a steady presence for you- celebrating your joys and walking with your through challenges, always with empathy and kindness.
In my personal time, I’m passionate about spending quality time with my family and living a positive, healthy lifestyle. I believe many of life’s stresses can be eased through simple activities like going for a walk, working out, or doing something you genuinely enjoy.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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, 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
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, 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.