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

Bernard Morin Team

  • Home
  • About us
    • Our Team
    • Our approach
  • Services
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    • Insurance
    • Complementary services
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Home

Address 2828, Bd Laurier Tower 1, Bureau 1000 Quebec QC, G1V 0B9
Telephone Number (418) 652-8011
Email Email us
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Telephone Number Tel

“Preserving capital, actively managing a diversified portfolio and minimizing the tax impact will be key elements of our Investment Policy.”

Our mission is to advise our clients on how to achieve their financial goals. We do this by developing long-term, unique investment solutions for each client that help preserve and expand their wealth and buying power.

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking 

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 

Notre équipe

David Tremblay, M.Sc., CFA

Associate Portfolio Manager
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Joannie Thériault, B.Admin

Client Associate
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Stephanie Lacasse

Client Associate
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Bernard Morin, CPA, CA

Portfolio Manager
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David Tremblay, M.Sc., CFA

Associate Portfolio Manager
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Joannie Thériault, B.Admin

Client Associate
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Stephanie Lacasse

Client Associate
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Bernard Morin, CPA, CA

Portfolio Manager
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David Tremblay, M.Sc., CFA

Associate Portfolio Manager
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Learn more
 

Contact us

Address

Bernard Morin Team Address
2828, Bd Laurier
Tower 1, Bureau 1000
Quebec, QC G1V 0B9
Telephone number: (418) 652-8011
Toll-free: 1 (800) 463-8317
Fax: (418) 654-1017
 

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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.