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Shea Wealth Advisory

  • Home
  • About Shea Wealth Advisory
  • For Women, By Women™
  • Our Mission
  • Testimonials
  • Market Insights
  • Gallery

Our Mission

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

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.

 
Women looking at a screen.

CIBC Women’s Circle

Our Women’s Circle offers a curated collection of articles, videos, events and insights to help you build, protect and manage your wealth.

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Use link below for budget calculator:

 

https://www.cibc.com/en/personal-banking/smart-advice/tools-calculators/budget-cash-flow-calculator.html

 

 

Use link below for Retirement budget calculator:

 

https://www.cibc.com/en/personal-banking/smart-advice/tools-calculators/retirement-budget-calculator.html

 

 

 

 
 
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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.