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

David Chan

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Address 2540, boul. Daniel-Johnson Suite 800 Laval QC, H7T 2S3
Telephone Number (450) 688-4542
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Our Team

We are passionate individuals with 50 years of combined experience in the financial field for which we dedicated 25 years to fulfill our clients' needs in investment, retirement and estate planning. We are known for our expertise, knowledge and professionalism. From investing to implementing insurance and tax strategies, to help build, protect, maximize and transfer your wealth, we can meet all aspects of your financial situation throughout your lifetime.

Our Mission

We work closely with you in developing a sound financial plan. Our approach begins with understanding your life goals, objectives and past experiences. We employ a four step process to build your financial roadmap:

1. Information gathering

2. Preparation and recommendation of your personal financial plan

3. Implementation

4. Review and re-alignment

Our Strength

Capitalizing on the strengths of CIBC Group of companies, we have access to leading professionals, in-depth research and analysis, online tools and resources and best-in-class investment solutions. We can help you navigate through the complexities of managing wealth, while providing solutions that are tailored to your needs.

Our Measure of Success

Our success can only be measured if you reach your objectives. Managing your wealth requires a close relationship built on trust, expertise and a thorough understanding of your needs. We accomplish this by always doing what is best for our clients, in a transparent and ethical manner.

"Our team will create a roadmap according to your unique needs and help you navigate through financial success."

 

Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust
Learn more
 
David Chan

David Chan

Investment Advisor
(450) 688-4542
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david.chan@cibc.com
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David Chan is a highly motivated Investment Advisor, father of three loving children and married to Lynda who is also his business partner. 

With over 18 years of experience, David places a large emphasis on diversification not only among asset classes, but also by regional exposure and sector weightings. His success is a direct result of his understanding of the risk reward model for each of his clients and truly believes in long-term investing. David emphasises superior quality service and ensures that always "doing what is in the best interest of the client" is continuously respected. David believes in educating his clients on the fundamentals of financial investing and planning. He is strategic in his thinking and is very highly ethical in his decision process. Over the years, David's clients have benefited from his vision and understanding of the global markets, and his ability to communicate the true facts. 

David is a graduate of Concordia University and holds a bachelor in Economics. He spent eight years as a front line Manager with a large pension plan administrator before moving his practice to the full service brokerage business. When David is not in the office, he enjoys spending quality time in the outdoors mainly golfing, fishing and skiing.

 

Our Team

David Chan

David Chan

Investment Advisor
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Lynda Marcogliese

Lynda Marcogliese

Associate Investment Advisor
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Anne Marie Outha

Anne Marie Outha

Client Associate
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Learn more
 

Contact us

Address

David Chan Address
2540, boul. Daniel-Johnson
Suite 800
Laval, QC H7T 2S3
Telephone number: (450) 688-4542
Toll-free: 1 (800) 268-1004
Fax: (450) 688-5020
 

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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.