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.

Susan guides ultra-high-net worth individuals, business owners and family enterprises through their unique opportunities and challenges. She takes a comprehensive and personalized approach to understand your entire situation and provides recommendations that take into account your values and vision for your wealth. Susan works with your trusted advisors to provide guidance and ensure alignment on all fronts in the areas of wealth, tax and estate planning, philanthropy, family governance and business succession planning.

With other 30 years’ experience in private wealth management, commercial banking, investment banking and public accounting, Susan is a trusted and skilled professional.

Susan holds an Honours Bachelor of Commerce in Finance and the Family Enterprise Advisor (FEA) designation. She is also a member of the Chartered Professional Accountants of Ontario since 1992.

Mark is a Financial Planning Specialist with CIBC Private Wealth working primarily with the Advisory teams at the Ottawa Main, Kanata & Kingston CIBC Wood Gundy branches. Mark joined CIBC in 2020, and has over 21 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, personal and corporate, to help them achieve their financial goals.

I am an Estate Planning Specialist with CIBC Private Wealth Management. As a Chartered Professional Accountant, my focus over the years has been working with private business owners, professionals and farmers in developing strategies to help minimize their tax burden at various stages in their lives, including business transitions and estate planning.

I have developed a holistic approach to estate planning and provide my clients with solutions that will help them achieve their goals as it relates to their estate by minimizing the impact that taxes can have on a family’s estate.

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.

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.

Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.

He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.

His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.

Dr. Shenfeld holds a PhD in Economics from Harvard University.