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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Shea Wealth Advisory

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  • About Shea Wealth Advisory
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  • Testimonials
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For Women, By Women

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

My mission is to help women achieve financial freedom by empowering them with knowledge and customized holistic wealth plans.

 

My team and I create a comfortable environment for women to ask questions and be heard.

 

Whether you're planning for retirement, managing investments, or looking to grow your wealth, I provide comprehensive guidance and support every step of the way.

 

Events

How can you save more this tax season: Discover Credits You Didn’t Know You Had!

How can you save more this tax season: Discover Credits You Didn’t Know You Had!

Dec 02, 2025 06:00 PM Eastern Standard Time - Dec 02, 2025 07:00 PM Eastern Standard Time

Unlock Hidden Tax Savings: Turn Everyday Expenses Into Financial Wins!
 
Did You Know that many Health-related costs-from stair lifts to attendant care-can help you save at tax time?
 
Our upcoming session will reveal how the Medical Expense and Disability Tax Credits can be powerful tools for optimizing your claims and turning everyday expenses into meaningful financial benefits. Whether you’re managing your own health costs or supporting a loved one, you’ll discover lesser-known eligible items and learn strategies to minimize your tax and maximize your refund.
 
Plus, you’ll learn how the Home Accessibility Tax Credit can make renovations like widened doorways or lowered cabinets not just practical, but financially rewarding.
 
In this one hour session, Karen Shea, CIM ®, will host Lynda Carter, CPA, CA who will guide you through:
 
  • Maximizing Medical Expense Claims: Find out how to get the most from your health-related expenses, with tips on claiming often-overlooked items.
  • Navigating Disability Tax Credits: Get up-to-date information on eligibility and recent CRA changes, and learn how to unlock greater support for yourself or loved ones.
  • Leveraging Home Accessibility Benefits: Discover how qualifying home improvements can provide valuable tax relief and improve quality of life.
 
Don’t miss this opportunity to gain actionable insights and take control of your financial future before the year ends!
 
The presentation will be followed by an anonymous Question and Answer session through MS Teams.

RSVP now!
 

RSVP RSVP to How can you save more this tax season: Discover Credits You Didn’t Know You Had!
<p><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif"><span style="font-size:8.0pt"><span style="font-family:&quot;Arial&quot;,sans-serif"><span style="color:#606366">This commentary is intended to provide general information and should not be construed as financial, legal, tax or other advice. Individual circumstances and current events are critical to sound planning; anyone wishing to act on the information presented should consult with his or her financial advisor, legal or tax specialist.</span></span></span></span></span></p>
Break Free From Stress & Thrive During Menopause

Break Free From Stress & Thrive During Menopause

Oct 08, 2025 06:00 PM Eastern Daylight Time - Oct 08, 2025 06:40 PM Eastern Daylight Time

Menopause is more than just a health transition—it’s a financial one too.

 

Stress and hormones affect the way we make decisions, including money decisions. That’s why empowering women in midlife means looking at the whole picture

 

If you’re struggling with hot flashes, insomnia, low energy, mood changes, or brain fog (or possibly all of these symptoms!) effective stress management is essential.

This session will help you to understand how stress impacts your hormones, especially in midlife. Gain practical strategies that can be used to regulate your stress response so that you can optimize your hormone health.

 

In this 40-minute session, Karen Shea will host Sharon Pendlington, Health Coach for Midlife Women who will guide you through:

  • The Menopause Transition: What to Expect
  • Hormone shifts in Midlife: Their connection to stress and emotional wellness
  • Stress Physiology: How to regulate the stress response

The presentation will be followed by an anonymous Q & A box through MS Teams.

RSVP now!

Feel free to share this invitation with women in your network who would benefit from this valuable discussion.


All are welcome!

RSVP RSVP to Break Free From Stress & Thrive During Menopause
Finalizing Your Journey and Building a Sustainable Future Part 3 of 3

Finalizing Your Journey and Building a Sustainable Future Part 3 of 3

Aug 20, 2025 06:00 PM Eastern Daylight Time - Aug 20, 2025 06:30 PM Eastern Daylight Time

Discover practical strategies for setting meaningful goals, and creating a sustainable plan for lifelong financial well-being.

 

Take the final step toward lasting financial confidence—join us for Part Three of our transformative webinar series, created especially for women who want to secure their financial future and build a legacy. This session is your opportunity to gain practical strategies and guidance as you finalize your financial journey.

 

In this 30-minute session, Karen Shea, Senior Wealth Advisor, will break down the steps to help with your financial goals, including:

  • Goal setting – What do you want to do with your hard earned money
  • Benefits of having a financial plan and reviewing it every five years
  • Tying up loose ends to achieve financial security – putting it all together

The presentation will be followed by an anonymous Q & A box through the MS Teams 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.


This webinar is the last in a three-part series. Take charge of your financial future and join us for this empowering and insightful session. Refer to the website for additional dates and details about the other sessions in the series.


Share this opportunity with women in your network who deserve to feel empowered and financially secure.

All are welcome!

 

To reserve your spot, please Register through below link:

 

RSVP RSVP to Finalizing Your Journey and Building a Sustainable Future Part 3 of 3
Finalizing Your Journey and Building a Sustainable Future Part 3

Finalizing Your Journey and Building a Sustainable Future Part 3

Aug 07, 2025 12:00 PM Eastern Daylight Time - Aug 07, 2025 12:30 PM Eastern Daylight Time

Discover practical strategies for setting meaningful goals, and creating a sustainable plan for lifelong financial well-being.

 

Take the final step toward lasting financial confidence—join us for Part Three of our transformative webinar series, created especially for women who want to secure their financial future and build a legacy. This session is your opportunity to gain practical strategies and guidance as you finalize your financial journey.

In this 30-minute session, Karen Shea, Senior Wealth Advisor, will break down the steps to help with your financial goals, including:

  • Goal setting – What do you want to do with your hard earned money
  • Benefits of having a financial plan and reviewing it every five years
  • Tying up loose ends to achieve financial security – putting it all together

The presentation will be followed by an anonymous Q & A box through the MS Teams 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.


This webinar is the last in a three-part series. Take charge of your financial future and join us for this empowering and insightful session. Refer to the website for additional dates and details about the other sessions in the series.


Share this opportunity with women in your network who deserve to feel empowered and financially secure.
 

Upcoming Sessions:

 

Part Three: August 20th at 6pm

 

All are welcome!

 

To reserve your spot, please Register through below link:

RSVP RSVP to Finalizing Your Journey and Building a Sustainable Future Part 3
The Journey to Achieving Financial Security Part 2 of 3

The Journey to Achieving Financial Security Part 2 of 3

Aug 06, 2025 06:00 PM Eastern Daylight Time - Aug 06, 2025 06:30 PM Eastern Daylight Time

Managing your finances can feel manageable and empowering when you have the right strategies and resources at your disposal.

We invite you to join us for Part two of an inspiring three-part webinar series, created especially for women who are ready to take charge of their financial future in 2025 and navigate their financial journey with confidence..

In this 30-minute session, Karen Shea, Senior Wealth Advisor, will break down the steps to help with your financial goals, including:

  • Account types and investment vehicles
  • Invest for the long term and the importance of staying invested
  • The benefits of compounding returns

The presentation will be followed by an anonymous Q & A box through the MS Teams 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.


This webinar is the second in a three-part series. Future sessions will dive deeper into saving and investing strategies, building a financial plan, and creating a legacy.

Take charge of your financial future and join us for this empowering and insightful session. Refer to the website for additional dates and details about the other sessions in the series.

 

Upcoming Sessions:

 

Part Three: August 7th at noon and August 20th at 6pm


Share this opportunity with women in your network who deserve to feel empowered and financially secure.

All are welcome!

Date and Time:

 

 

To reserve your spot, please Register below:

RSVP RSVP to The Journey to Achieving Financial Security Part 2 of 3
The Journey to Achieving Financial Security Part 2 of 3

The Journey to Achieving Financial Security Part 2 of 3

Jul 31, 2025 12:00 PM Eastern Daylight Time - Jul 31, 2025 12:30 PM Eastern Daylight Time

Managing your finances can feel manageable and empowering when you have the right strategies and resources at your disposal.

We invite you to join us for Part two of an inspiring three-part webinar series, created especially for women who are ready to take charge of their financial future in 2025 and navigate their financial journey with confidence..

In this 30-minute session, Karen Shea, Senior Wealth Advisor, will break down the steps to help with your financial goals, including:

  • Account types and investment vehicles
  • Invest for the long term and the importance of staying invested
  • The benefits of compounding returns

The presentation will be followed by an anonymous Q & A box through the MS Teams 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.


This webinar is the second in a three-part series. Future sessions will dive deeper into saving and investing strategies, building a financial plan, and creating a legacy.

Take charge of your financial future and join us for this empowering and insightful session. Refer to the website for additional dates and details about the other sessions in the series.

 

Upcoming Sessions:

 

Part Two : August 6th at 6pm

Part Three: August 7th at noon and August 20th at 6pm


Share this opportunity with women in your network who deserve to feel empowered and financially secure.

All are welcome!

 

To reserve your spot, please Register below: 

RSVP RSVP to The Journey to Achieving Financial Security Part 2 of 3
Starting your Journey to Financial Security Part 1 of 3

Starting your Journey to Financial Security Part 1 of 3

Jul 30, 2025 06:00 PM Eastern Daylight Time - Jul 30, 2025 06:30 PM Eastern Daylight Time

Money doesn’t have to be overwhelming when you have the right strategies and tools in place.

 

Join us for Part One of a transformational three-part webinar series designed specifically for women who are ready to take control of their finances in 2025 and confidently navigate their financial journey.

 

In this 30-minute session, Karen Shea, Senior Wealth Advisor, will break down the steps to help with your financial goals, including:

 

  • Cash flow and budgeting tips to help you take control of your finances.
  • Good debt vs bad debt and how to avoid costly borrowing mistakes.
  • The importance of starting to save early and the benefits of building an emergency fund

 

The presentation will be followed by an anonymous Q & A box through the MS Teams 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.


This webinar is the first in a three-part series. Future sessions will dive deeper into saving and investing strategies, building a financial plan, and creating a legacy.

 

Take charge of your financial future and join us for this empowering and insightful session. Refer to the website for additional dates and details about the other sessions in the series.

 

Upcoming Sessions:

 

Part Two : July 31st at noon and August 6th at 6pm

Part Three: August 7th at noon and August 20th at 6pm

Location:

Online - MS Teams

To reserve your spot, please RSVP by July 16, 2025 to:

Samira Beiraami, Client Associate
613 239-0278
samira.beiraami@cibc.com

RSVP RSVP to Starting your Journey to Financial Security Part 1 of 3
For Women, By Women Financial Freedom Series: Part 1 of 3-Master Your Money: Starting your journey to Financial security

For Women, By Women Financial Freedom Series: Part 1 of 3-Master Your Money: Starting your journey to Financial security

Jul 17, 2025 12:00 PM Eastern Daylight Time - Jul 17, 2025 12:30 PM Eastern Daylight Time

Money doesn’t have to be overwhelming when you have the right strategies and tools in place.

 

Join us for Part One of a transformational three-part webinar series designed specifically for women who are ready to take control of their finances in 2025 and confidently navigate their financial journey.

 

In this 30-minute session, Karen Shea, Senior Wealth Advisor, will break down the steps to help with your financial goals, including:

 

  • Cash flow and budgeting tips to help you take control of your finances.
  • Good debt vs bad debt and how to avoid costly borrowing mistakes.
  • The importance of starting to save early and the benefits of building an emergency fund

 

The presentation will be followed by an anonymous Q & A box through the MS Teams 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.


This webinar is the first in a three-part series. Future sessions will dive deeper into saving and investing strategies, building a financial plan, and creating a legacy.

 

Take charge of your financial future and join us for this empowering and insightful session. Refer to the website for additional dates and details about the other sessions in the series.

 

Upcoming Sessions:

 

Part Two : July 31st at noon and August 6th at 6pm

Part Three: August 7th at noon and August 20th at 6pm

Location:

Online - MS Teams

To reserve your spot, please RSVP by July 16, 2025 to:

Samira Beiraami, Client Associate
613 239-0278
samira.beiraami@cibc.com

RSVP RSVP to For Women, By Women Financial Freedom Series: Part 1 of 3-Master Your Money: Starting your journey to Financial security
For Women by Women, Financial Freedom Series Master Class

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 Class
FOR WOMEN, BY WOMEN, FINANCIAL FREEDOM SERIES : RRSP VS TFSA SECRETS THAT WILL PAVE YOUR PATH TO FINANCIAL FREEDOM

FOR 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 FREEDOM
<p>Disclaimer:</p> <p>This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives may receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. &copy; CIBC World Markets Inc. 202<span style="color:#44546a">5.</span></p> <p>&nbsp;</p> <p>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.</p> <p>&nbsp;</p> <p>Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.</p> <p>&nbsp;</p> <p>If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.</p>
FOR WOMEN BY WOMEN FINANCIAL FREEDOM SERIES, MASTER YOUR MONEY: FINANCIAL STRATEGIES FOR WOMEN WHO WANT MORE

FOR 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

RSVP RSVP to FOR WOMEN BY WOMEN FINANCIAL FREEDOM SERIES, MASTER YOUR MONEY: FINANCIAL STRATEGIES FOR WOMEN WHO WANT MORE
<p><span style="font-size:11.0pt"><span arial="" style="font-family:">This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives may receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. &copy; CIBC World Markets Inc. 2024.</span></span></p> <p>&nbsp;</p> <p><span style="font-size:11.0pt"><span arial="" style="font-family:">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.</span></span></p> <p>&nbsp;</p> <p><span style="font-size:11.0pt"><span arial="" style="font-family:">Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.</span></span></p> <p>&nbsp;</p> <p><span style="font-size:11.0pt"><span arial="" style="font-family:">If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.</span></span></p> <p>&nbsp;</p>

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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.