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

The Shaw Financial Group

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About us

Address 150 Elgin Street Suite 2100 Ottawa ON, K2P 1L4
Telephone Number (613) 783-7896
Email Email us
Email Email
Telephone Number Tel

Our Team

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Dennis Shaw

Dennis Shaw, CIM, FMA, CFP®

Portfolio Manager

Investment Advisor

Tel:

(613) 783-7896

Email:

dennis.shaw@cibc.ca

Dennis provides clients with the best opportunity to achieve their goals, ambitions and aspirations with the wealth they have worked so hard to accumulate. He has over 25 years of experience in the financial services industry. Prior to becoming an Investment Advisor with CIBC Wood Gundy in 2005, Dennis worked with CIBC Imperial Service managing the financial and investment needs of affluent clients. He holds the highly regarded Certified Financial Planner (CFP) designation and develops plans to ensure clients have a full understanding of all tax and estate issues in a continuously changing environment. Dennis' philosophy revolves around teamwork: an accountant, lawyer and estate planner are essential members of everyone's financial planning team.

Dennis is a graduate of the University of Western Ontario with a degree in Economics. A lineman with the Western Mustangs, winners of the 1994 Vanier Cup, Dennis now annually gives a scholarship to a Western student athlete enrolled in a STEM (Science, Technology, Engineering and Math) program.

Lorrie LeBlanc

Lorrie LeBlanc

Investment Advisor

Tel:

(613) 783-7840

Email:

lorrie.leblanc@cibc.ca

Lorrie is a registered Investment Advisor and provides integral support to our team for the day-to-day management of our clients' affairs, administration, communications, and business development.

Lorrie graduated from the University of Ottawa with a Bachelor of Arts degree in Psychology. With over 15 years of experience in the financial industry, Lorrie is fully registered and has completed the Canadian Securities Course, the Conducts and Practices Handbook Course and the Wealth Management Essentials Course. Her experience gives her a comprehensive understanding of the investment industry and the ability to give a high level of service to our clients.

Christine Butkovich

Christine Butkovich

Administrative Assistant

Tel:

(613) 783-7340

Email:

christine.butkovich@cibc.com

Christine joined our team as an Administrative Assistant and has over 25 years of experience working in the financial services industry.

The majority of her career was spent at another Canadian Financial Institution where she performed a variety of roles in client service, administration, operations, management and human resources before working for another investment firm for a few years prior to joining our team.

Christine has an extensive background in customer service and looks forward to guiding you with your investment inquiries and requests by assisting with the administrative tasks associated to these requests.

Nolan Hickie

Nolan Hickie

Client Associate

Tel:

(613) 783-4674

Email:

Nolan.Hickie@cibc.com

Nolan graduated from Carleton University in May of 2022 with an honors degree in economics. He has over 4 years of professional experience in the financial services industry, the latter portion of it as a financial advisor. His experience includes customer service, client and relationship management, and financial advice.

Nolan works with the team to provide support for the day-to-day management of client requests, transactions and other administrative duties while he works toward becoming CIRO registered.

Lorrie LeBlanc

Lorrie LeBlanc

Investment Advisor
(613) 783-7840
Opens in your telephone provided application.
lorrie.leblanc​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Lorrie is a registered Investment Advisor and provides integral support to our team for the day-to-day management of our clients' affairs, administration, communications, and business development.

Lorrie graduated from the University of Ottawa with a Bachelor of Arts degree in Psychology. With over 15 years of experience in the financial industry, Lorrie is fully registered and has completed the Canadian Securities Course, the Conducts and Practices Handbook Course and the Wealth Management Essentials Course. Her experience gives her a comprehensive understanding of the investment industry and the ability to give a high level of service to our clients.

Christine Butkovich

Christine Butkovich

Administrative Assistant
(613) 783-7340
Opens in your telephone provided application.
christine.butkovich​@cibc.com
Opens in your email provided application. Opens in a new tab.

Christine joined our team as an Administrative Assistant and has over 25 years of experience working in the financial services industry.

The majority of her career was spent at another Canadian Financial Institution where she performed a variety of roles in client service, administration, operations, management and human resources before working for another investment firm for a few years prior to joining our team.

Christine has an extensive background in customer service and looks forward to guiding you with your investment inquiries and requests by assisting with the administrative tasks associated to these requests.

Nolan Hickie

Nolan Hickie

Client Associate
(613) 783-4674
Opens in your telephone provided application.
Nolan.Hickie​@cibc.com
Opens in your email provided application. Opens in a new tab.

Nolan graduated from Carleton University in May of 2022 with an honors degree in economics. He has over 4 years of professional experience in the financial services industry, the latter portion of it as a financial advisor. His experience includes customer service, client and relationship management, and financial advice.

Nolan works with the team to provide support for the day-to-day management of client requests, transactions and other administrative duties while he works toward becoming CIRO registered.

Dennis Shaw

Dennis Shaw, CIM, FMA, CFP®

Portfolio Manager
Investment Advisor
(613) 783-7896
Opens in your telephone provided application.
dennis.shaw​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Dennis provides clients with the best opportunity to achieve their goals, ambitions and aspirations with the wealth they have worked so hard to accumulate. He has over 25 years of experience in the financial services industry. Prior to becoming an Investment Advisor with CIBC Wood Gundy in 2005, Dennis worked with CIBC Imperial Service managing the financial and investment needs of affluent clients. He holds the highly regarded Certified Financial Planner (CFP) designation and develops plans to ensure clients have a full understanding of all tax and estate issues in a continuously changing environment. Dennis' philosophy revolves around teamwork: an accountant, lawyer and estate planner are essential members of everyone's financial planning team.

Dennis is a graduate of the University of Western Ontario with a degree in Economics. A lineman with the Western Mustangs, winners of the 1994 Vanier Cup, Dennis now annually gives a scholarship to a Western student athlete enrolled in a STEM (Science, Technology, Engineering and Math) program.

Lorrie LeBlanc

Lorrie LeBlanc

Investment Advisor
(613) 783-7840
Opens in your telephone provided application.
lorrie.leblanc​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Lorrie is a registered Investment Advisor and provides integral support to our team for the day-to-day management of our clients' affairs, administration, communications, and business development.

Lorrie graduated from the University of Ottawa with a Bachelor of Arts degree in Psychology. With over 15 years of experience in the financial industry, Lorrie is fully registered and has completed the Canadian Securities Course, the Conducts and Practices Handbook Course and the Wealth Management Essentials Course. Her experience gives her a comprehensive understanding of the investment industry and the ability to give a high level of service to our clients.

Christine Butkovich

Christine Butkovich

Administrative Assistant
(613) 783-7340
Opens in your telephone provided application.
christine.butkovich​@cibc.com
Opens in your email provided application. Opens in a new tab.

Christine joined our team as an Administrative Assistant and has over 25 years of experience working in the financial services industry.

The majority of her career was spent at another Canadian Financial Institution where she performed a variety of roles in client service, administration, operations, management and human resources before working for another investment firm for a few years prior to joining our team.

Christine has an extensive background in customer service and looks forward to guiding you with your investment inquiries and requests by assisting with the administrative tasks associated to these requests.

Nolan Hickie

Nolan Hickie

Client Associate
(613) 783-4674
Opens in your telephone provided application.
Nolan.Hickie​@cibc.com
Opens in your email provided application. Opens in a new tab.

Nolan graduated from Carleton University in May of 2022 with an honors degree in economics. He has over 4 years of professional experience in the financial services industry, the latter portion of it as a financial advisor. His experience includes customer service, client and relationship management, and financial advice.

Nolan works with the team to provide support for the day-to-day management of client requests, transactions and other administrative duties while he works toward becoming CIRO registered.

Dennis Shaw

Dennis Shaw, CIM, FMA, CFP®

Portfolio Manager
Investment Advisor
(613) 783-7896
Opens in your telephone provided application.
dennis.shaw​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Dennis provides clients with the best opportunity to achieve their goals, ambitions and aspirations with the wealth they have worked so hard to accumulate. He has over 25 years of experience in the financial services industry. Prior to becoming an Investment Advisor with CIBC Wood Gundy in 2005, Dennis worked with CIBC Imperial Service managing the financial and investment needs of affluent clients. He holds the highly regarded Certified Financial Planner (CFP) designation and develops plans to ensure clients have a full understanding of all tax and estate issues in a continuously changing environment. Dennis' philosophy revolves around teamwork: an accountant, lawyer and estate planner are essential members of everyone's financial planning team.

Dennis is a graduate of the University of Western Ontario with a degree in Economics. A lineman with the Western Mustangs, winners of the 1994 Vanier Cup, Dennis now annually gives a scholarship to a Western student athlete enrolled in a STEM (Science, Technology, Engineering and Math) program.

Lorrie LeBlanc

Lorrie LeBlanc

Investment Advisor
(613) 783-7840
Opens in your telephone provided application.
lorrie.leblanc​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Lorrie is a registered Investment Advisor and provides integral support to our team for the day-to-day management of our clients' affairs, administration, communications, and business development.

Lorrie graduated from the University of Ottawa with a Bachelor of Arts degree in Psychology. With over 15 years of experience in the financial industry, Lorrie is fully registered and has completed the Canadian Securities Course, the Conducts and Practices Handbook Course and the Wealth Management Essentials Course. Her experience gives her a comprehensive understanding of the investment industry and the ability to give a high level of service to our clients.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

 
 
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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.


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