Karen E. Shea, Cim®, Fma, Ciwm
AeroLeads people directory · profile

Karen E. Shea, Cim®, Fma, Ciwm Email & Phone Number

Senior Wealth Advisor and Portfolio Manager at CIBC Wood Gundy
Location: Greater Ottawa Metropolitan Area, Canada 1 work role
LinkedIn matched
✓ Verified Jul 2026 2 data sources Profile completeness 71%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Senior Wealth Advisor and Portfolio Manager
Location
Greater Ottawa Metropolitan Area, Canada
Company size

Who is Karen E. Shea, Cim®, Fma, Ciwm? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Karen E. Shea, Cim®, Fma, Ciwm is listed as Senior Wealth Advisor and Portfolio Manager at CIBC Wood Gundy, a with 2017 employees, based in Greater Ottawa Metropolitan Area, Canada. AeroLeads shows a matched LinkedIn profile for Karen E. Shea, Cim®, Fma, Ciwm.

Company email context

Email format at CIBC Wood Gundy

This section adds company-level context without repeating Karen E. Shea, Cim®, Fma, Ciwm's masked contact details.

CIBC Wood Gundy

Review company-level records connected to Karen E. Shea, Cim®, Fma, Ciwm before choosing the right outreach path.

Profile bio

About Karen E. Shea, Cim®, Fma, Ciwm

With a strong foundation in confidence building, client confidentiality, and financial literacy, my role at CIBC Wood Gundy as a Senior Wealth Advisor has been instrumental in guiding clients towards financial autonomy. Our 'For women, by women™ Financial freedom series' has created a nurturing environment where inquiries about wealth are addressed with sensitivity and expertise, fostering a supportive community for financial learning.My certifications, including CIWM, CIM®, and FMA, serve as cornerstones for delivering exceptional financial advice. With CIBC Wood Gundy's comprehensive wealth management solutions and my nearly three-decade tenure, the focus remains steadfast on aligning clients' financial strategies with their personal values and goals, ensuring they are well-equipped to navigate through varying market cycles.https://www.cibc.com/content/dam/pwm-public-assets/documents/pdfs/social-media-disclaimer.pdf

Current workplace

Karen E. Shea, Cim®, Fma, Ciwm's current company

Company context helps verify the profile and gives searchers a useful next step.

CIBC Wood Gundy
Cibc Wood Gundy
Senior Wealth Advisor and Portfolio Manager
canada
Employees
2017
AeroLeads page
1 role

Karen E. Shea, Cim®, Fma, Ciwm work experience

A career timeline built from the work history available for this profile.

  • Cibc Wood Gundy
    Senior Wealth Advisor And Portfolio Manager
    Apr 1997 - Present - 2100-150 Elgin St., Ottawa, On
Team & coworkers

Colleagues at CIBC Wood Gundy

Other employees you can reach at cibcwoodgundy.com. View company contacts for 2017 employees →

FAQ

Frequently asked questions about Karen E. Shea, Cim®, Fma, Ciwm

Quick answers generated from the profile data available on this page.

What company does Karen E. Shea, Cim®, Fma, Ciwm work for?

Karen E. Shea, Cim®, Fma, Ciwm works for CIBC Wood Gundy.

What is Karen E. Shea, Cim®, Fma, Ciwm's role at CIBC Wood Gundy?

Karen E. Shea, Cim®, Fma, Ciwm is listed as Senior Wealth Advisor and Portfolio Manager at CIBC Wood Gundy.

Where is Karen E. Shea, Cim®, Fma, Ciwm based?

Karen E. Shea, Cim®, Fma, Ciwm is based in Greater Ottawa Metropolitan Area, Canada while working with CIBC Wood Gundy.

What companies has Karen E. Shea, Cim®, Fma, Ciwm worked for?

Karen E. Shea, Cim®, Fma, Ciwm has worked for Cibc Wood Gundy.

Who are Karen E. Shea, Cim®, Fma, Ciwm's colleagues at CIBC Wood Gundy?

Karen E. Shea, Cim®, Fma, Ciwm's colleagues at CIBC Wood Gundy include Julie Ann Shoemaker, Ana Alves, Sarah Decker, Mba, Michael Ballard, and James Williamson.

How can I contact Karen E. Shea, Cim®, Fma, Ciwm?

You can use AeroLeads to view verified contact signals for Karen E. Shea, Cim®, Fma, Ciwm at CIBC Wood Gundy, including work email, phone, and LinkedIn data when available.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.