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Shea Wealth Advisory

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Address 150 Elgin Street Suite 2100 Ottawa ON, K2P 1L4
Telephone Number (613) 783-7813
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Contact Us

At CIBC Wood Gundy, we’re committed to outstanding personal service as one of our highest priorities. Every day, we deliver on this commitment by taking the time to understand your vision and challenges, providing customized solutions, and resolving your issues quickly and efficiently.

Let’s connect and build your financial plan together.

I invite you to contact me to book an appointment to review your unique financial situation and discuss strategies to achieve your wealth goals.

I look forward to hearing from you!

 

Karen E. Shea, CIM®, FMA, CIWM

Senior Wealth Advisor
(613) 783-7813
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karen.shea@cibc.ca
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150 Elgin Street Suite 2100

Ottawa

ON

K2P 1L4
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Address

Shea Wealth Advisory Address
150 Elgin Street
Suite 2100
Ottawa, ON K2P 1L4
Telephone number: (613) 783-7813
Toll-free: 1 (800) 267-9345
Fax: (613) 239-2917
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.