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

Danisi Financial Group

  • HOME
  • WHO WE ARE
    • Our Team
    • Our Value Proposition
    • Our Process
    • The Network Effect
    • Our Client Commitments
  • WHO WE SERVE
    • Individuals & Families
    • Entrepreneurs
    • Not-For-Profits & Foundations
  • HOW WE HELP
    • Financial Planning
    • Investment Management
    • Retirement Planning
    • Insurance
    • Estate & Tax Planning
  • OUR OFFERING
    • Products
    • Services
  • MARKET INSIGHTS
  • CONTACT US

Our Team

Address 1 Place Ville Marie Suite 4125 Montreal QC, H3B 3P9
Telephone Number (514) 282-6857
Email Email us
Email Email
Telephone Number Tel

Our Team

The Danisi Financial Group brings together a diverse range of professionals specializing in finance and wealth management. The team is led by two partners: Giuseppe Danisi and Fabio Danisi, advisors at CIBC Wood Gundy, the customized investment division of CIBC Private Wealth serving CIBC's wealthy clients.
 

Together, they advise families, professionals, corporate executives and foundations in the management of their wealth, managing portfolios tailor-made for them and ensuring the smooth running of all their financial affairs.

 
Giuseppe Danisi Photo

Giuseppe Danisi

Senior Investment Advisor
(514) 282-6857
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giuseppe.danisi@cibc.com
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Giuseppe stands at the helm of the Danisi Financial Group, a distinguished name within CIBC Wood Gundy, the custom investment management division of CIBC Private Wealth. With over 40 years of experience in the financial sector, Giuseppe has carved a niche in providing investment counsel, catering to a discerning clientele that includes families, professionals, business leaders, and foundations. Giuseppe's expertise includes bonds, customized investment strategies, and wealth management, which are underpinned by his profound understanding of financial markets.

Born in Palo del Colle, Italy, Giuseppe moved to Montreal in 1971, where he established his family and career. He is deeply involved in community service, contributing to the Italian community in Montreal through leadership roles in several foundations, fundraising for essential projects, and advocating for elderly services. Despite his professional and philanthropic commitments, Giuseppe maintains a balanced life, enjoying soccer and family time.

Before his tenure with CIBC Wood Gundy began in 1997, Giuseppe's journey in finance saw him embracing various roles across banking and co-founding in 1987 a boutique bond brokerage firm. 

This diverse background has equipped him with a profound understanding of financial markets and a unique approach to investment advice, particularly in bonds, preferred securities, tailored solutions, and structured products.

 
Fabio Danisi Photo

Fabio Danisi

Associate Investment Advisor
(514) 392-0325
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fabio.danisi@cibc.com
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LinkedIn
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Fabio brings a unique perspective to wealth management, blending nearly a decade of experience in the financial industry with a keen interest in the psychology of financial decision-making. He adopts a coaching style that prioritizes clients' emotional and financial well-being. This approach is rooted in his belief that effective wealth management goes beyond numbers to understand clients' unique relationships with money.

With a B.Comm from the John Molson School of Business, majoring in Finance, and his status as an CIRO licensed Registered Representative, Fabio's educational background lays a solid foundation for his expertise. As a Level 2 CFA candidate, he is deeply committed to furthering his knowledge and skills in the field.

Beginning his career in retail banking, he quickly made his mark with a deep understanding of business processes and a strong commitment to customer service, later advancing his career into specialized financing as a Senior Associate. In this role, he excelled in financial analysis, client relationship management, business development and the underwriting of significant financing transactions in diverse industries and helping entrepreneurs grow their businesses.

As he prepares for a leadership transition within the Danisi Financial Group, Fabio is actively involved in optimizing operations and enhancing client service. His work includes investment portfolio monitoring, quantitative analysis, and developing strategies for tax, performance reporting. He also supports business development efforts and assists with client reporting and account management, ensuring the group meets clients' needs efficiently.

He also co-presides the Young Professionals in M&A (YPMA) at the M&A Club Canada, playing a role in building a network of corporate finance professionals and organizing successful networking events.

 
Andre Boutin Photo

André Boutin

Administrative Associate
(514) 392-7624
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andre.boutin@cibc.ca
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As experienced financial services professional, Mr. Boutin brings over 30 years of industry experience to Danisi Financial Group. As an associate, he works primarily on the operational side, and is responsible for administrative tasks, such as executing trading order, transfers and withdrawals. A former weightlifting world champion, Mr. Boutin's competitive and disciplined nature has always pushed him to take a meticulous approach to his work, ensuring that every trade and decision he makes is precise and thought through rapidly.

 
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Marco Leccese

Marco Leccese, CIM, F.Pl.

Wealth Strategist

In his role as Wealth Strategist, Marco will work closely with you and your trusted advisors to create a financial plan that reflects your priorities and focuses on helping you achieve the goals you have set for yourself, your family and your future.

Marco joined the financial services industry in 1992 and has held various positions in financial planning, private investment counsel and investment administration. Marco holds his financial planning designation issued by the IQPF, is a Chartered Investment Manager (CIM) and has a Bachelor of Commerce from Concordia University.

Martin Goulet.

Martin Goulet, CPA

Senior Estate Planning Specialist

Martin Goulet is part of the CIBC Private Wealth team. He is an experienced estate planning specialist with a strong expertise in life and health insurance. Martin’s training as a Chartered Professional Accountant and as a Financial Planner allows him to analyze the complex aspects of our clients' financial situation.

 

Martin started his professional career in a large global accounting firm where he served as an auditor and then as a tax advisor in the firm’s Quebec City and Toronto offices. He has been working as a financial security advisor since 2000.

 

During his career, Martin delivered several conferences and training sessions on the subject of personal finances, most notably in conjunction with activities organized through the Ordre des CPA du Québec, the Association de planification fiscale et financière and the Centre québécois de formation en fiscalité. Over the past few years, he also gave many training sessions for employees or clients of accounting firms.

Labbé

Alexandra Labbé

Associate Estate Planning Specialist

Alexandra is an Associate Estate Planning Specialist and a Financial Security Advisor. She works closely with the CIBC Private Wealth partners as a life and health insurance professional. Her training as a financial planner allows her to analyze the complex aspects of our clients' financial situation.


Alexandra enjoys travelling, reading, skiing and running. She is also part of a dragon boat team.
 

Lucie Belair

Lucie Belair, MBA

Senior Private Banking advisor

As a CIBC Senior Private Banking Advisor, Lucie believes a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.

Lucie and her associate work closely with colleagues from across the CIBC Group of Companies to provide answers to clients’ immediate questions and recommendations on how to best position their financial resources for the future.

Lucie offers highly personalized, proactive attention, along with timely, professional and reactive services.

David Sam

David Sam, Pl. Fin

Financial Planning Specialist

David holds a B.B.A. from HEC Montreal and has held the IQPF Financial Planner designation since 2009. He is currently working towards obtaining the Trust & Estate Practitioner designation from S.T.E.P. Canada. He has worked as a financial planner for high net worth clients for more than 10 years and has also acted as an expert advisor in financial planning for his peers for 4 years.

 

David's approach is focused on each client's unique needs and goals. David will develop a personalized financial plan to help clients make the best possible decisions during their life's events. He will also provide recommendations to optimize the client's financial situation.

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.

Lucie Belair

Lucie Belair, MBA

Senior Private Banking advisor
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As a CIBC Senior Private Banking Advisor, Lucie believes a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.

Lucie and her associate work closely with colleagues from across the CIBC Group of Companies to provide answers to clients’ immediate questions and recommendations on how to best position their financial resources for the future.

Lucie offers highly personalized, proactive attention, along with timely, professional and reactive services.

David Sam

David Sam, Pl. Fin

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

David holds a B.B.A. from HEC Montreal and has held the IQPF Financial Planner designation since 2009. He is currently working towards obtaining the Trust & Estate Practitioner designation from S.T.E.P. Canada. He has worked as a financial planner for high net worth clients for more than 10 years and has also acted as an expert advisor in financial planning for his peers for 4 years.

 

David's approach is focused on each client's unique needs and goals. David will develop a personalized financial plan to help clients make the best possible decisions during their life's events. He will also provide recommendations to optimize the client's financial situation.

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.

Marco Leccese

Marco Leccese, CIM, F.Pl.

Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

In his role as Wealth Strategist, Marco will work closely with you and your trusted advisors to create a financial plan that reflects your priorities and focuses on helping you achieve the goals you have set for yourself, your family and your future.

Marco joined the financial services industry in 1992 and has held various positions in financial planning, private investment counsel and investment administration. Marco holds his financial planning designation issued by the IQPF, is a Chartered Investment Manager (CIM) and has a Bachelor of Commerce from Concordia University.

Martin Goulet.

Martin Goulet, CPA

Senior Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Martin Goulet is part of the CIBC Private Wealth team. He is an experienced estate planning specialist with a strong expertise in life and health insurance. Martin’s training as a Chartered Professional Accountant and as a Financial Planner allows him to analyze the complex aspects of our clients' financial situation.

 

Martin started his professional career in a large global accounting firm where he served as an auditor and then as a tax advisor in the firm’s Quebec City and Toronto offices. He has been working as a financial security advisor since 2000.

 

During his career, Martin delivered several conferences and training sessions on the subject of personal finances, most notably in conjunction with activities organized through the Ordre des CPA du Québec, the Association de planification fiscale et financière and the Centre québécois de formation en fiscalité. Over the past few years, he also gave many training sessions for employees or clients of accounting firms.

Labbé

Alexandra Labbé

Associate Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Alexandra is an Associate Estate Planning Specialist and a Financial Security Advisor. She works closely with the CIBC Private Wealth partners as a life and health insurance professional. Her training as a financial planner allows her to analyze the complex aspects of our clients' financial situation.


Alexandra enjoys travelling, reading, skiing and running. She is also part of a dragon boat team.
 

Lucie Belair

Lucie Belair, MBA

Senior Private Banking advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As a CIBC Senior Private Banking Advisor, Lucie believes a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.

Lucie and her associate work closely with colleagues from across the CIBC Group of Companies to provide answers to clients’ immediate questions and recommendations on how to best position their financial resources for the future.

Lucie offers highly personalized, proactive attention, along with timely, professional and reactive services.

David Sam

David Sam, Pl. Fin

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

David holds a B.B.A. from HEC Montreal and has held the IQPF Financial Planner designation since 2009. He is currently working towards obtaining the Trust & Estate Practitioner designation from S.T.E.P. Canada. He has worked as a financial planner for high net worth clients for more than 10 years and has also acted as an expert advisor in financial planning for his peers for 4 years.

 

David's approach is focused on each client's unique needs and goals. David will develop a personalized financial plan to help clients make the best possible decisions during their life's events. He will also provide recommendations to optimize the client's financial situation.

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.

 

CIBC Mid-Market Investment Banking

 

Founded in 1990, CIBC Mid-Market Investment Banking is one of Canada’s leading mergers and acquisitions advisory firms. Our team provides advisory and capital-raising services to private companies valued over $10 million. Through over 30 years and hundreds of closed transactions, our mission has always been to deliver superior outcomes and provide our clients with the highest caliber of senior-level expertise.

 

To learn more, visit their website.

 
 
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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.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.