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

The Shepherd Group

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About CIBC Wood Gundy

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

There is no substitute for experience - we measure our experience in decades.

Enjoy peace of mind as you are entrusting your accomplishments to a team with decades of experience within one of Canada's oldest and most accomplished investment firms.

As a premier wealth management group, serving clients throughout Canada, we offer you a deeply experienced and highly skilled team devoted to your long-term financial well-being.

 

 

The Shepherd Group at CIBC Wood Gundy are a premier wealth management practice offering affluent professionals, corporate executives, business owners and their families, honest and straight-forward advice, an institutional investment experience, and a boutique level of service, specific to their individual needs.

When you make the decision to work with us, you are entrusting your achievements to a team with decades of experience navigating the complexities of wealth and the volatility of the global financial markets.

We understand that time is your most precious resource - whether it be the demands of business, family, philanthropy or other pursuits. Now is the time for you to refocus your priorities and pursue your dreams. We can help.

 

CIBC Wealth Advisory Services

For our clients with significant wealth, who demand that no detail be spared, we offer CIBC's full planning service, CIBC Wealth Advisory Services, which is available to an individual or family that currently has at least $10 million invested with The Shepherd Group.

This selection of services may also be offered to clients who currently have less than $10 million with us, but who have the potential to reach that threshold within a year (e.g., business sale, inheritance, divorce settlement, transfer of funds from competitor, etc.).

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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Don Shepherd, FCSI, CIM, CIWM, PFP, FMA

Investment Advisor

Tel:

(613) 531-5518
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Email:

don.shepherd​@cibc.com
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Don is an investment professional with twenty years' investment and wealth management experience. He is responsible for client counsel, evaluating and researching potential investments, and investment management. Don’s education and on the job experience has provided him with expertise to specifically focus on the needs of high net worth families, corporate executives, professionals and business owners with complex wealth management needs.

headshot

Don Shepherd, FCSI, CIM, CIWM, PFP, FMA

Investment Advisor

Tel:

(613) 531-5518

Email:

don.shepherd​@cibc.com

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Don is an investment professional with twenty years' investment and wealth management experience. He is responsible for client counsel, evaluating and researching potential investments, and investment management. Don’s education and on the job experience has provided him with expertise to specifically focus on the needs of high net worth families, corporate executives, professionals and business owners with complex wealth management needs.

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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
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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.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
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As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

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.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

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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.