Jaime Wallace, BA, CIM®
Jaime has been a Senior Wealth Advisor since 1998 specializing in wealth management for affluent individuals, professionals, business owners and their families. Known for his integrity, common sense approach, and sound industry knowledge; Jaime has developed a loyal and growing client base. As a testament to Jaime's services, he continues to work with the next generation of the many families that he has supported through the years. While he understands each individual has unique circumstances; his end goal remains the same, to preserve capital and invest wisely to achieve his clients financial security.
Jaime holds his Chartered Investment Manager designation (CIM®) and graduated with a Bachelor's degree in Economics from Bishop's University.
Outside the office, Jaime enjoys spending time with his wife and two children. He is an outdoor and exercise enthusiast, having completed several marathons and triathlons. Jaime has a passion for traveling and particularly enjoys visiting locations off–the-beaten path.
Janet Carscadden
Janet oversees the administrative operations of the practice and focuses on the service needs of our clients. She has over 28 years of industry experience and as a licensed Financial Associate brings a wealth of knowledge to our team. Janet is personable, accessible and has an exceptional ability to connect with clients ensuring a superior level of service.
When Janet is not working, she enjoys spending time outdoors and has a passion for reading, music and logic puzzles.
Natasha David, BA
Natasha has worked in the financial industry since 1998. She provides project and marketing support to the team; focusing on initiatives that foster ongoing relationships with our clients. Natasha holds an Honors degree in English from the University of Western Ontario.
Natasha enjoys spending time with her family, traveling, taking spin classes and cross country skiing in the Gatineau Park.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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
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.
Karen West-Taylor
Senior Trust and Estate Consultant
As a CIBC Senior Trust and Estate Consultant, Karen believes that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed. She offers services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles.
Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Karen has the expertise to execute or assist others to execute that role effectively and efficiently.
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.
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.
Karen West-Taylor
As a CIBC Senior Trust and Estate Consultant, Karen believes that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed. She offers services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles.
Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Karen has the expertise to execute or assist others to execute that role effectively and efficiently.