Bernard Morin, CPA, CA
Portfolio Manager
Bernard is a graduate of Laval University in Business Administration and a member of the Order of Chartered Accountants of Quebec. He obtained his title of Portfolio Manager in 2017. As an Investment Advisor, Bernard has built over the past twenty years a large clientele made up of individuals, corporations and charities. Bernard appreciates the connection with his clients. He spends time to get to know them personally to come up with solutions that meet their needs and desires.
He was part of the board of directors of Maison Michel Sarrazin for more than 15 years, notably holding the position of treasurer.
Bernard obtained the title of Chartered Investment Manager (CIM®).
David Tremblay, M.Sc., CFA
Associate Portfolio Manager
David holds a Bachelor of Business Administration from Laval University and a Master of Science in Financial Engineering from HEC Montreal.
Before joining the CIBC Wood Gundy team in 2012, he was a Senior Market Risk Management Analyst for the treasury of a large Canadian bank. In recent years, he has acquired excellent portfolio management and risk management expertise, both in equities and in fixed income and derivative products. David collaborates with the team in the creation of personalized portfolios for each of the clients.
Joannie Thériault, B.Admin
Client Associate
Joannie holds a bachelor's degree in Business Administration from Laval University with a specialization in financial services. She assists the team in the administration of investment accounts and customer service. Joannie is a process oriented and very analytical person. She creates detailed and personalized plans that take into account the customers as a person and not just in relation to the figures.
Audrey Légaré
Client Associate
Having worked in financial services for over fifteen years, Audrey decided to continue her career at CIBC Wood Gundy in 2025. She is responsible for providing administrative support to all clients. Her dedication to customer service and her commitment to delivering high-quality service are what define her in her work.
Diane Caron
Financial Associate
Diane has worked at CIBC Wood Gundy since 1989. Her experience in administration and customer service are valuable assets in our commitment to your financial success. Her years of experience have allowed her to acquire diverse and in-depth knowledge, enabling her to offer a high level of service.
Bernard Morin, CPA, CA
Bernard is a graduate of Laval University in Business Administration and a member of the Order of Chartered Accountants of Quebec. He obtained his title of Portfolio Manager in 2017. As an Investment Advisor, Bernard has built over the past twenty years a large clientele made up of individuals, corporations and charities. Bernard appreciates the connection with his clients. He spends time to get to know them personally to come up with solutions that meet their needs and desires.
He was part of the board of directors of Maison Michel Sarrazin for more than 15 years, notably holding the position of treasurer.
Bernard obtained the title of Chartered Investment Manager (CIM®).
David Tremblay, M.Sc., CFA
David holds a Bachelor of Business Administration from Laval University and a Master of Science in Financial Engineering from HEC Montreal.
Before joining the CIBC Wood Gundy team in 2012, he was a Senior Market Risk Management Analyst for the treasury of a large Canadian bank. In recent years, he has acquired excellent portfolio management and risk management expertise, both in equities and in fixed income and derivative products. David collaborates with the team in the creation of personalized portfolios for each of the clients.
Joannie Thériault, B.Admin
Joannie holds a bachelor's degree in Business Administration from Laval University with a specialization in financial services. She assists the team in the administration of investment accounts and customer service. Joannie is a process oriented and very analytical person. She creates detailed and personalized plans that take into account the customers as a person and not just in relation to the figures.
Audrey Légaré
Having worked in financial services for over fifteen years, Audrey decided to continue her career at CIBC Wood Gundy in 2025. She is responsible for providing administrative support to all clients. Her dedication to customer service and her commitment to delivering high-quality service are what define her in her work.
Diane Caron
Diane has worked at CIBC Wood Gundy since 1989. Her experience in administration and customer service are valuable assets in our commitment to your financial success. Her years of experience have allowed her to acquire diverse and in-depth knowledge, enabling her to offer a high level of service.