Mark is a Financial Planning Specialist with CIBC Private Wealth working primarily with the Advisory teams at the Ottawa Main, Kanata & Kingston CIBC Wood Gundy branches. Mark joined CIBC in 2020, and has over 21 years experience in financial advice and planning. He believes in a holistic and comprehensive approach to financial planning. Mark has extensive experience working with high net worth clients, personal and corporate, to help them achieve their financial goals.

As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.

Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.

As a CIBC Senior Trust and Estate Consultant, Karen believes that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed. She offers services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles.

Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Karen has the expertise to execute or assist others to execute that role effectively and efficiently.

Susan guides ultra-high-net worth individuals, business owners and family enterprises through their unique opportunities and challenges. She takes a comprehensive and personalized approach to understand your entire situation and provides recommendations that take into account your values and vision for your wealth. Susan works with your trusted advisors to provide guidance and ensure alignment on all fronts in the areas of wealth, tax and estate planning, philanthropy, family governance and business succession planning.

With other 30 years’ experience in private wealth management, commercial banking, investment banking and public accounting, Susan is a trusted and skilled professional.

Susan holds an Honours Bachelor of Commerce in Finance and the Family Enterprise Advisor (FEA) designation. She is also a member of the Chartered Professional Accountants of Ontario since 1992.