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(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

karen.shea@cibc.ca

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