Marco joined the financial services industry in 1992 and has held various positions in financial planning and private investment counsel. As a Wealth Strategist, Marco takes an in-depth approach to understand your unique situation and provide formal recommendations to optimize how your financial affairs are structured with specific emphasis on wealth optimization, estate and legacy planning.

Marco is a graduate of Concordia University (B. Comm.) and a Financial Planner designated by the Institut québécois de planification financière.

Nabil Jlidi joined CIBC in 2004. His experience in the financial services industry servicing affluent clients dates back to 1998. Nabil holds a Master of Taxation, Master of Science in Finance and Economy, a certificate in financial planning, and a certificate in finance. Since 2003, Nabil also holds the Financial Planner designation with the IQPF. Nabil concentrates on the financial planning needs of affluent and high-net-worth families, small-mid-sized businesses, and those seeking retirement and taxation planning.

Nabil concentrates on the financial planning needs of affluent and high-net-worth families, small-mid sized businesses and those seeking retirement and taxation planning.

Barb's role is to provide clients with convenience, flexibility and peace of mind through the services and solutions that she offers. She provides clients with ideas and options in building, preserving and transferring their wealth. With an integrated approach, our experienced Private Wealth team works closely with our clients and their advisors.

Together, Barb and her team tailor financial strategies that enable our clients and their families to be in a position to benefit from a full range of customized and sound financial solutions. These solutions can help them grow their wealth and assets, expand their asset classes, protect and reduce risk to their assets, and plan for a tax-efficient wealth transfer to the next generation or a charity. With our CIBC Private Banking team, our clients get the expertise, commitment, and personal touch they deserve.

25 years of experience in finance

Bachelor of Commerce (B. Comm.)

Fluent: English and French

Christian specializes in retirement and estate planning and has been a financial security advisor since 1991. His services are an integral part of the personal and comprehensive planning services offered through our team. Christian has specialized expertise designed to help you in the area of individual and corporate taxation, tax-efficient financial planning and insurance and annuities.