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Shea Wealth Advisory

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For Women, By Women™

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

Events

FOR WOMEN, BY WOMEN™ FINANCIAL FREEDOM SERIES

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

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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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.