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 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 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.