François has a B.A. in business from McGill University and has been working in the financial services sector since 1993. He currently serves as the treasurer of three large foundations and is an active member of his community.

For François, the relationship that he builds with his clients is extremely important. For that reason, he listens to each of his clients and establishes their profile and risk tolerance as per their objectives. Many of his tasks involve developing Investment Policy Statements (IPS), recommending proper asset allocations and selecting investment managers. François also deals with a lot of CIBC's partners to coordinate his clients' financial plans, as well as external notaries, lawyers, accountants and tax specialist.

Giving back to the community and philanthropy are very important for François. He has been part of the Toujours Ensemble non-profit organization's board for many years, dedicating both time and energy to this great cause. 

He is a father of 3 young boys and loves spending time with them in search of new adventures.

Eric joined CIBC Wood Gundy in 2014 and our team in January 2018. He hold a B.A. and M.Sc. in finance from the University of Sherbrooke. For the first eight years of his career, Eric traded U.S. listed securities where he managed automated strategies.Eric is a CFA Charterholder and a member of the CFA Montreal organization. His responsibilities within the team are diverse. He establishes the client's profile and risk tolerance as per their objectives. He works alongside François to create and monitor Investment Policy Statements (IPS), reviews and rebalances clients' portfolios accordingly, and builds model portfolios and selects investment managers. Eric is also options registered.

Eric's passion, besides finance, is biking. Every year, he raises funds and takes part of the Tour CIBC Charles-Bruneau, which supports the Fondation Charles-Bruneau, whose missions is to give Quebec children with cancer the best chances of recovery. 

George joined our team in 2015. He has been working with CIBC Wood Gundy for over 25 years and has been in the financial services sector for nearly 30 years. George's main responsibility in the group is to work with the clients, along side François, to meet their investment objectives. His knowledge and passion for the financial world are what make George a valuable member of the team.

In his spare time, you will find George spending quality time with his wife and 2 boys. 

Martine joined our team in January 2015 and has over 25 years of experience in the financial industry.

Providing exceptional client service and responding to client inquiries in a quick and detailed manner are one of Martine's top priority. She also answers clients' transactional inquiries and executes shares, mutual fund and fixed income securities transactions for clients. 

In her spare time, Martine enjoys spending time on her boat, and traveling the world in search for new adventures! 

Tom has a passion for the stock market. With a relentless drive to delve deeper into financial intricacies, he not only loves finance but also aims to push his studies further. Tom joined the team in July 2023 and has been in the financial industry for the past 3 years. His main focus within the group is to assist clients, alongside François, Eric, and the rest of the team, in achieving their investment objectives.

In his spare time, Tom enjoys motorcycling, traveling, and spending quality time with family and friends

Mohamad joined our team in June 2024. He holds a Bachelor of Commerce degree with a major in Finance from Concordia University. He started working in the financial industry after graduating from university.

His passion towards the industry, coupled with his degree, naturally positioned him to start his career in this field. 

In addition to being passionate about Finance, he is an avid soccer and basketball fan. He watches and plays both sports. He also enjoys traveling and discovering new places.