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

Senior Wealth Advisor and Portfolio Manager at CIBC Wood Gundy with expertise in Financial Literacy at CIBC Wood Gundy
Location: Greater Ottawa Metropolitan Area, Canada, Canada 1 work role
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Role
Senior Wealth Advisor and Portfolio Manager at CIBC Wood Gundy with expertise in Financial Literacy
Location
Greater Ottawa Metropolitan Area, Canada, Canada
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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 with expertise in Financial Literacy at CIBC Wood Gundy, a company with 2017 employees, based in Greater Ottawa Metropolitan Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Karen E. Shea, Cim®, Fma, Ciwm.

Karen E. Shea, Cim®, Fma, Ciwm previously worked as Senior Wealth Advisor and Portfolio Manager at Cibc Wood Gundy.

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Email format at CIBC Wood Gundy

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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

Current workplace

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

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CIBC Wood Gundy
Cibc Wood Gundy
Senior Wealth Advisor and Portfolio Manager at CIBC Wood Gundy with expertise in Financial Literacy
canada
Employees
2017
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1 role

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

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  • Cibc Wood Gundy
    Senior Wealth Advisor And Portfolio Manager
    Apr 1997 - Present - 2100-150 Elgin St., Ottawa, On
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Colleagues at CIBC Wood Gundy

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FAQ

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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 with expertise in Financial Literacy 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, 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 Andy Silverman, Ally Choi, Eric Wicijowski, Sharon Ball, and Debra Wooding.

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.

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