Events
For Women by Women, Financial Freedom Series Master Class
May 08, 2025 09:00 AM Eastern Daylight Time - May 08, 2025 11:00 AM Eastern Daylight Time
Please join us for an informative session, featuring a discussion on the following topics:
- Women and wealth: Taking an active role in your financial well-being
- Understanding estate planning and its importance
- Successful estate planning and best practices
- Key components of an Estate plan
- Top 5 accounting must-knows: Overcoming hurdles and embracing opportunities
Schedule:
• 9:00am – 9:30am : Registration and breakfast
• 9:30am -11:00am : Presentations with Q &A
Please RSVP by May 06, 2025 or for additional information:
Samira Beiraami
Client Associate
Tel: 613-239-0278
Email: Samira.Beiraami@cibc.com
Breakfast will be provided. Please advise on any food allergies.
RSVP RSVP to For Women by Women, Financial Freedom Series Master ClassFOR WOMEN, BY WOMEN, FINANCIAL FREEDOM SERIES : RRSP VS TFSA SECRETS THAT WILL PAVE YOUR PATH TO FINANCIAL FREEDOM
Feb 13, 2025 04:00 PM Eastern Standard Time - Feb 13, 2025 05:00 PM Eastern Standard Time
You’re Invited: A Women’s Guide to Smart Investing & Tax-Savvy Planning
Your financial future isn’t something to leave to chance—it’s built on smart moves and confident decisions.
2025 is YOUR year to take control and create a plan that sets you up for long-term success.
Grab a friend and join us for an engaging and practical workshop where you’ll learn how to make your money work for you.
We’ll break down everything you need to know—from savvy investing to tax-smart strategies—so you can protect your hard-earned wealth and build a future that’s not just secure, but thriving.
What You’ll Learn:
* Investing to achieve your goals
* Retirement planning
* Why have a financial plan?
* RRSP vs. TFSA: Key differences & tax considerations
* How to make the right financial decisions
* Mistakes to Avoid When Managing Your Wealth
The presentation will be followed by an anonymous Q & A through the MS Teams where we look forward to answering your questions.
Bring your questions, share your thoughts, and get real answers from our experts. We’re here to support you every step of the way on your financial journey.
To reserve your spot, please RSVP by Feb. 12, 2025 to:
Samira Beiraami
Client Associate
Tel: 613-239-0278
Email: Samira.Beiraami@cibc.com
RSVP RSVP to FOR WOMEN, BY WOMEN, FINANCIAL FREEDOM SERIES : RRSP VS TFSA SECRETS THAT WILL PAVE YOUR PATH TO FINANCIAL FREEDOMFOR WOMEN BY WOMEN FINANCIAL FREEDOM SERIES, MASTER YOUR MONEY: FINANCIAL STRATEGIES FOR WOMEN WHO WANT MORE
Jan 23, 2025 06:00 PM Eastern Standard Time - Jan 23, 2025 07:00 PM Eastern Standard Time
Money doesn’t have to be overwhelming when you have the right strategies and tools in place.
Join us for a transformational Online Workshop designed specifically for women ready to take charge of their finances in 2025 and feel confident about their financial journey.
During this one-hour session, we’ll break down the basics of financial literacy into actionable steps to help you:
• Understand how to grow your wealth through simple and smart saving and investing.
• Build a solid plan for your future that allows you to still enjoy life today without a scarcity mindset.
• Avoid costly mistakes by understanding the cost of borrowing and interest rates and how they impact your finances
The presentation will be followed by a Q & A through the MS Teams chat where we look forward to answering your questions.
RSVP now to gain the clarity, tools, and confidence you need to shape the financial future you’ve always envisioned. As well as the link to join the webinar.
Share this opportunity with women in your network who deserve to feel empowered and financially secure.
All are welcome!
To reserve your spot, please RSVP by January 22th to:
Samira Beiraami
Client Associate
Tel: 613-239-0278
Email: Samira.Beiraami@cibc.com
FOR WOMEN, BY WOMEN™ FINANCIAL FREEDOM SERIES
Nov 14, 2024 04:00 PM Eastern Standard Time - Nov 14, 2024 05:00 PM Eastern Standard Time
Your financial future isn’t something to leave to chance—it’s something to actively shape and protect.
Bring a friend and join us for an exclusive workshop to develop a deeper understanding of how to make informed decisions about your financial future and well-being.
Learn about how to protect your loved ones and build a comprehensive wealth plan that covers every angle—from wealth management to legal protections.
Join Karen Shea, CIBC Wood Gundy Senior Wealth Advisor, and Erin Kelly, Cooligan Yehia LLP lawyer specialized in estate planning and administration, for an eye-opening workshop.
Together, they’ll share actionable insights to help you plan for life’s uncertainties, from securing your investments to safeguarding your legacy for the next generation.
Don’t miss this chance to empower yourself with the knowledge and tools to ensure your financial future is exactly what you envision.
Karen will discuss :
- Investing to achieve your goals
- Retirement planning
- Why have a financial plan?
Erin will discuss :
- What is included in an estate plan?
- Why have a Will?
- Protecting your legacy.
Group Q & A session
Location:
CIBC Wood Gundy
2100-150 Elgin St.,
Ottawa, ON K2P 1L4
The presentation will be followed by an open discussion where we look forward to answering your questions.
We’re committed to supporting you every step along your financial journey.
To reserve your spot, please RSVP by Nov. 12, 2024 to:
Samira Beiraami,Client Associate
Tel: 613-239-0278
Email: Samira.Beiraami@cibc.com
RSVP RSVP to FOR WOMEN, BY WOMEN™ FINANCIAL FREEDOM SERIES
FOR WOMEN, BY WOMEN FINANCIAL FREEDOM SERIES
Oct 24, 2024 04:00 PM Eastern Daylight Time - Oct 24, 2024 06:00 PM Eastern Daylight Time
More than half of Canadian women say financial security contributes to their happiness, yet only 10% of women feel knowledgeable about investing and retirement planning.
Join us for an engaging presentation geared towards empowering women to recognize and overcome the unique challenges they face when managing and growing their wealth.
We’ll cover relevant topics that impact women across all generations, like:
• Top 5 Accounting Must-Knows: Overcoming Hurdles and Embracing Opportunities by Randy Greenstone
• Women and Wealth: Take an active role in your financial well-being by Karen Shea
• Group Q & A session
We look forward to seeing you and answering your questions.
We’re committed to supporting you every step along your financial journey.
Location:
Crowe BGK LLP
400 March Road
Suite 420
Kanata, ON K2K 3H4
To reserve your spot, please RSVP by 22 Oct. 2024 to:
Samira Beiraami
Client Associate
Tel: 613-239-0278
Email: Samira.Beiraami@cibc.com
RSVP RSVP to FOR WOMEN, BY WOMEN FINANCIAL FREEDOM SERIES
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Karen’s Story
Empowering women to achieve financial freedom
(On screen :Karen gardening, looking up at the sky and off to the distance (sounds of gardening, Karen voice-over)
[soft background music]
Karen Shea: Building wealth isn’t about getting rich quick. It’s about making your money work as hard as you do. It’s planting the right seeds… in the right places Knowing when to cut back.
And having the confidence to stick with a plan even through the rough seasons.
(On screen :Karen on camera )
[soft background music]
Karen Shea: I’m Karen Shea… and I help people build a financial future to live their lives to the fullest. No matter how you’re doing right now - whether you are well on your way… or haven’t even started - you CAN achieve financial freedom…”
(On screen Karen in the kitchen)
Karen Shea: and be prepared for whatever life has in store for you and the people you love. You just need the right ingredients.”
(On screen :Karen at work in her office. showing some stock footage here of the stock market trading floor, etc.
(Karen voice over)
Karen Shea: Too often, i meet women who feel intimidated… misunderstood… or even ignored by their investment advisors. Many feel awkward asking questions about money. There’s so much they don’t understand.
(On screen :Karen on camera)
Karen Shea: One of my clients even lost a significant amount of money because her previous advisor took high risks with her portfolio, even after she made it clear she wanted a conservative approach.
(On screen :Karen at work in her office)
(soft background music & Karen voice over)
Karen Shea: It’s stories like this that drive me to do the work i do. I take the time to get to know you and explain how money can work for you. No matter what your time horizon. I’m it for the long haul.
(On screen Stock footage of people living their best lives, attending weddings, symbolizing sad events, ending on shots of children running. slower motion for dramatic effect.
(Karen voice over & soft background music)
Karen Shea: My clients aren’t just building financial plans; they’re building legacies. Saving for their children’s education. Planning for life’s biggest events that bring joy… or sorrow.
Setting up the next generation for success.
(On screen Stock footage of Karen skydiving sequence)
(karen voice over)
Karen Shea: When i launched my practice, i took a literal leap of faith.I’ve never felt more alive in my life. Standing at the edge, i understood the power of resolve and trust.
(On screen Stock footage of Karen back outside looking up at the sky.
Karen Shea That same determination drives my commitment to my clients today.I’m especially passionate about empowering women to take control of their financial destinies and unlock their potential.
(On screen Karen on camera (Karen clip)
Karen Shea :At Shea Wealth Advisory, we want to understand your values, your goals, and what keeps you up at night. For us, it’s about building a relationship based on trust and transparency.
(On screen Karen back in the garden & riding the boat & sky and small island scene )
[soft background music]
Karen Shea: If you’re ready to get started, i would love to connect and help you cultivate the life you deserve with the people you love most.
Below the banner, the following text is centered:
CIBC PRIVATE WEALTH
Karen E. Shea, CIM®, FMA, CIWM
Senior Wealth Advisor
613-783-7813
At the bottom of the slide, there's a disclaimer in smaller font
CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.
Karen Shea is an Investment Advisor with CIBC Wood Gundy in Ottawa. The views of Karen Shea do not necessarily reflect those of CIBC World Markets Inc.
If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor
