Benoit Lussier, FCSI, FMA, RRC, CIM®
With 25 years of experience in financial services, Benoit puts his expertise at the service of his clients, offering advice tailored to their needs. Like a conductor, he coordinates the overall management of their wealth by developing customized strategies and integrated solutions, working with CIBC Wood Gundy specialists.
Using a rigorous approach focused on long-term capital growth and preservation, he builds personalized portfolios designed to help meet each client's unique objectives. Friendly and caring, Benoit distinguishes himself by his ability to explain even the most complex financial concepts, ensuring his clients feel fully understood and confident.
A naturally committed and passionate advisor, he focuses on strong, lasting relationships, supporting his clients through every major stage of their lives. His kindness, attentiveness, and community involvement make him a valuable ally in their financial journey.
Benoit holds the Fellow of the Canadian Investment Institute (FCSI) designation which is the highest professional distinction in the field in Canada.
Maxime Perrier, Pl. Fin, CIM®
Maxime is a reassuring and conscientious Associate Portfolio Manager, fully dedicated to helping his clients achieve their goals.
Holding a Bachelor's degree in Business Administration and the Certified Financial Planner designation, Maxime has been supporting clients for 10 years now. He is committed to thoroughly understanding each client's situation and unique motivations and implements processes that provide a comprehensive view of their financial, tax and estate planning needs. This approach allows him to identify the most important issues related to their wealth, and develop personalized strategies aligned to their interests.
Maxime is a curious individual who is always seeking to expand his knowledge. Outside of work, he enjoys various sports and leads an active lifestyle with his young family.
Jenny Berube
Jenny is responsible for customer service and administrative functions at the Benoit Lussier Financial Group.
Friendly and reliable, she is the first point of contact within our team. She responds promptly and efficiently to administrative requests and questions, such as updating personal information, changing addresses, opening accounts, account statements, online account access, tax documents, deposit, withdrawal, and transfer requests.
Jenny is very proactive and knows all the ins and outs of exceptional customer service. She has over 30 years of experience at CIBC Wood Gundy.
Alessandro Vila-DellAquilla
As a Client Associate, Alessandro provides support on a wide range of client inquiries, including financial markets, investment strategies, and services related to the proper management of your accounts. He assists with investment-related questions, trade execution requests, portfolio information, and general financial education. With a strong background in customer service and financial knowledge, Alessandro takes pride in offering clients timely and helpful support.
It was during his studies that Alessandro developed a passion for finance and capital markets. He graduated from Concordia University, completing both his undergraduate degree and graduate diploma in business administration. Alessandro is dedicated to expanding his knowledge and expertise in wealth management and financial planning.
Chloe Lapierre
Chloé is the newest addition to the Benoit Lussier Financial Group. Holding a bachelor's degree in business administration with a concentration in finance, she stands out for her organizational skills, rigor, and keen attention to detail. Creative and versatile, she also supports the team in their marketing efforts through website content management and email and social media communications, in addition to her administrative role.
Driven by a genuine interest in human relations, she places particular importance on providing warm, professional, and efficient customer service. Always curious and motivated to deepen her knowledge, she plans to pursue additional certifications to broaden her skills and continue to grow in her career.