Karen E. Shea, Cim®, Fma, Ciwm Email & Phone Number
Who is Karen E. Shea, Cim®, Fma, Ciwm? Overview
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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.
Email format at CIBC Wood Gundy
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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
Karen E. Shea, Cim®, Fma, Ciwm's current company
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Karen E. Shea, Cim®, Fma, Ciwm work experience
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Senior Wealth Advisor And Portfolio Manager
Colleagues at CIBC Wood Gundy
Other employees you can reach at cibcwoodgundy.com. View company contacts for 2017 employees →
Julie Ann Shoemaker
Colleague at Cibc Wood GundyWaterloo, Ontario, Canada
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Ana Alves
Colleague at Cibc Wood GundyWaterloo, Ontario, Canada
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Sarah Decker, Mba
Colleague at Cibc Wood GundyKingston, Ontario, Canada
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Michael Ballard
Colleague at Cibc Wood GundyMontreal, Quebec, Canada
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James Williamson
Colleague at Cibc Wood GundyToronto, Ontario, Canada
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Roxanne Agliani
Colleague at Cibc Wood GundyEdmonton, Alberta, Canada
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David Atkinson, Ca
Colleague at Cibc Wood GundyLondon, Ontario, Canada
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Karen Toews, Cfp
Colleague at Cibc Wood GundySaskatoon, Saskatchewan, Canada
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Shawnda Parnell-Shaw
Colleague at Cibc Wood GundyYarmouth, Nova Scotia, Canada
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Pelletier Rene
Colleague at Cibc Wood GundyMontreal, Quebec, Canada
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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?
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