Charles Dionne, B.B.A.
Charles holds a Bachelor's degree in Business Administration, with a major in Finance, from HEC Montréal. With over 20 years of experience as a personal and corporate investment advisor, Charles understands that every individual has unique needs and expectations.
Listening to and understanding the client are his priorities. All advisory services are focused on the unique needs of the client.
Maxime Babin
Maxime holds a Masters in Business Administration (Finance) from Laval University.
He joined our team in 2015 and has nearly 20 years of experience in the banking and financial services industry.
As a member of the team, his role is to:
- Proactively provide exceptional service to clients by demonstrating professionalism and commitment to serving them best;
- Assist clients, including providing information on investments, taking buy or sell orders and responding to accounting questions;
- Organize meetings and events with clients;
- Manage special projects;
- Perform general administrative tasks.
Teeshika Ramadhin
Teeshika joined The Dionne Group after completing CIBC's PWM rotation program. A 2022 graduate in Accounting and Finance from Saint Mary's University, Teeshika completed several internships with CIBC Investment Funds, CIBC Private Banking and CIBC Wood Gundy, where she developed close ties with our business partners. She recently completed her CIM® designation courses and CFA® Program Level I.
As a member of the team, her role is to :
- Maintain effective communication with customers as part of our investment process;
- Collaborate with Wood Gundy partners to provide financial and estate planning services;
- Help Charles select the appropriate fund strategy based on your risk and return objectives;
- Assists with managing client accounts and portfolio reviews;
- Meet regularly with our fund managers for fund updates.
Nabil Jlidi, M.Sc., Pl. Fin, RRC
Financial Planner
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.
Christian Masse
Financial Security Advisor
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.
Marco Leccese, CIM, F.Pl.
Wealth Strategist
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.
Alvaro Medeiros, BA, F.Pl.
Financial Planner
Alvaro has over 25 years of experience in the financial services sector. He provides customized advice and direction on complex issues involving retirement, tax and estate planning. As an accredited professional, Alvaro holds both the Certified Financial Planner (CFP) and the Financial Planner (IQPF) designations, as well as the Registered Life Underwriter (RLU) designation. Alvaro earned his undergraduate degree in Economics at Concordia University in Montreal.
Nathalie Lemelin, Pl. Fin
Financial Planning Specialist
Nathalie joined the financial services industry in 1990 and has held several positions in banking and financial planning. She has over 20 years of experience in a financial planning advisory role, supporting a portfolio of clients of nearly 300 families.
This experience has enabled her to help these Canadian families achieve their financial goals. She has been a member of the IQPF since 2004 and has held the position of Financial Planning Specialist since 2021.
Daniel Caron, F.Pl.
Senior Private Banking Advisor
As a Senior Private Banking Advisor, I believe a key part of my role is to provide my clients and their family with convenience, flexibility and peace of mind through the services I provide and the financial solutions I offer.
I start by understanding the financial goals of my clients, whether in terms of cash and credit management, investments or planning, and develop services customized to their unique needs.
My Associate and I offer highly personalized, proactive attention, along with timely, professional and reactive services.
Nabil Jlidi, M.Sc., Pl. Fin, RRC
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.
Christian Masse
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.
Marco Leccese, CIM, F.Pl.
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.
Alvaro Medeiros, BA, F.Pl.
Alvaro has over 25 years of experience in the financial services sector. He provides customized advice and direction on complex issues involving retirement, tax and estate planning. As an accredited professional, Alvaro holds both the Certified Financial Planner (CFP) and the Financial Planner (IQPF) designations, as well as the Registered Life Underwriter (RLU) designation. Alvaro earned his undergraduate degree in Economics at Concordia University in Montreal.
Nathalie Lemelin, Pl. Fin
Nathalie joined the financial services industry in 1990 and has held several positions in banking and financial planning. She has over 20 years of experience in a financial planning advisory role, supporting a portfolio of clients of nearly 300 families.
This experience has enabled her to help these Canadian families achieve their financial goals. She has been a member of the IQPF since 2004 and has held the position of Financial Planning Specialist since 2021.
Daniel Caron, F.Pl.
As a Senior Private Banking Advisor, I believe a key part of my role is to provide my clients and their family with convenience, flexibility and peace of mind through the services I provide and the financial solutions I offer.
I start by understanding the financial goals of my clients, whether in terms of cash and credit management, investments or planning, and develop services customized to their unique needs.
My Associate and I offer highly personalized, proactive attention, along with timely, professional and reactive services.