Jonathan Schutt
For more than 34 years, Jonathan has been a trusted Investment Advisor to individuals, families, foundations, and corporations throughout the Kingston area. He works closely with clients at various stages of life, helping them make informed, confident decisions and build personalized strategies aligned with their long-term goals.
A graduate of York University, Jonathan believes successful investing is rooted in discipline, clarity, and trust. His approach emphasizes thoughtful planning, risk awareness, and a long-term perspective – designed to provide clients with confidence through both opportunities and uncertainty.
Jonathan believes investing in family and long-term planning is just as important as investing in one’s financial future. Through his professional work, he is dedicated to building lasting relationships and helping individuals and families feel confident and secure about the future they are working toward.
In his personal time, Jonathan enjoys skiing, playing hockey, and golfing. Jonathan is a proud father of two daughters.
Abbie Anghelescu
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.
Fred Kyriazis, CPA, CA
Estate Planning Specialist
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.
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.
Fred Kyriazis, CPA, CA
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.
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.