Our partners
We partner with CIBC experts to help address all of your wealth needs.
Hélène Marquis
Regional Director, CIBC Wealth Advisory Services
Hélène holds an LL.L from Université de Montréal and a Graduate Diploma in Taxation from the University of Sherbrooke. She is a member of the Québec Bar. She obtained her IQPF certification as a Financial Planner in 1997. She is actively involved in a number of professional associations relating to financial and tax planning. She has been chair of the STEP Canada Montreal chapter for the years 2012-2014. She was also a member of the Board of Directors of the APFF from 2004-2012. She is a member and a regular speaker at annual conferences and training seminars of the APFF (Fiscal and Financial Planners Association), the Society for Trust and Estate Practitioner (STEP), the Conference for Advances Life Underwriting (CALU), and the Institut québecois de planification financière (IQPF). She also contributes to various professional publications and magazines dealing with technical taxation and financial planning issues.
Mireille Rakotonjanahary, F.Pl., MBA, BA
Estate Planning Specialist
Creating peace of mind for clients drives Mireille’s business philosophy. Her role is to outline solutions to affluent investors who are concerned about the growth and the preservation of their estate legacy and whose complex estate and tax planning needs demand clear and sound strategies. Mireille’s unique process ensures clients are comfortable with their estate planning solutions and are in line with their unique goals and objectives. She has been working in the area of financial and estate planning since 2001.
Fadia Abou-Nassif, LLB
Senior Trust and Estate Consultant
As lawyer and mediator, Mrs. Abou-Nassif possess a seasoned background in civil law, particularly in the areas of protection of persons of full age, estates and trusts.
As Senior Trust and Estate Consultant, she helps clients with their estate planning, guides them through CIBC Trust services to meet their needs and collaborates with the professional of their choice in the preparation of mandates and wills. The client’s peace of mind is her core priority.
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.
Nahil Mustapha, LLB
Senior Trust and Estate Consultant
Nahil's goal is to provide you and your family with confidence and peace of mind. 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. Nahil has the expertise to execute or assist others to execute that role effectively and efficiently. Nahil joined CIBC in 2016 and has a Bachelor of Law and a Diploma of Notarial Law.
Hélène Marquis
Hélène holds an LL.L from Université de Montréal and a Graduate Diploma in Taxation from the University of Sherbrooke. She is a member of the Québec Bar. She obtained her IQPF certification as a Financial Planner in 1997. She is actively involved in a number of professional associations relating to financial and tax planning. She has been chair of the STEP Canada Montreal chapter for the years 2012-2014. She was also a member of the Board of Directors of the APFF from 2004-2012. She is a member and a regular speaker at annual conferences and training seminars of the APFF (Fiscal and Financial Planners Association), the Society for Trust and Estate Practitioner (STEP), the Conference for Advances Life Underwriting (CALU), and the Institut québecois de planification financière (IQPF). She also contributes to various professional publications and magazines dealing with technical taxation and financial planning issues.
Mireille Rakotonjanahary, F.Pl., MBA, BA
Creating peace of mind for clients drives Mireille’s business philosophy. Her role is to outline solutions to affluent investors who are concerned about the growth and the preservation of their estate legacy and whose complex estate and tax planning needs demand clear and sound strategies. Mireille’s unique process ensures clients are comfortable with their estate planning solutions and are in line with their unique goals and objectives. She has been working in the area of financial and estate planning since 2001.
Fadia Abou-Nassif, LLB
As lawyer and mediator, Mrs. Abou-Nassif possess a seasoned background in civil law, particularly in the areas of protection of persons of full age, estates and trusts.
As Senior Trust and Estate Consultant, she helps clients with their estate planning, guides them through CIBC Trust services to meet their needs and collaborates with the professional of their choice in the preparation of mandates and wills. The client’s peace of mind is her core priority.