Background

Helping build wealth by designing portfolios tailored to his clients’ needs and those of their families, Gilbert is there to guide, listen and advise and has been doing so, over the past 25 years in the financial industry. Beginning his career in 1993 and succeeding to Branch Manager at CIBC Wood Gundy in 2000, Gilbert holds a bachelor’s degree from HEC Montréal, with a specialty in Finance and International Affairs. He is also licenced for options, as well as forwards and futures.

Books and investment thinkers that have affected Gilbert

‘Liar’s Poker, Through the Wreckage on Wall Street’ author Michael Lewis, and ‘Black Swan, the Impact of the Highly Improbable’ written by Nassim Nichols Taleb are both phenomenal books that have greatly affected my journey and devotion as an advisor.  Having Benjamin Graham as a role model, known as one of the greatest investors, economist and entrepreneurs of his time.

Gilbert’s interests, after work

When Gilbert isn’t analyzing numbers and market trends, he enjoys outdoor activities such as skiing. The Red Cross Foundation is a humanitarian organization that has an immense significance to him. Enjoying time with family, he loves spending quality time with his nieces and nephews.

Words to live by

The stock market is a device for transferring money from the impatient to the patient.

Warren Buffett

Providing result-focused advice to their high-net-worth customers, Antoine has been working with Gilbert since 1996. As an Investment Advisor who holds a bachelor’s degree in Finance from Concordia University, Antoine has been, for over 20 years, providing quality services tailored to their customers’ objectives, wants and needs.

Books and role models that have influenced Antoine

The philosophical book ‘The Analects of Confucius’ by Confucius, is one of many that enlightens and has affected me throughout my life and career. Another great positive influence that has affected me is the star athlete Michael Jordan. His dedication and perseverance to be, and to stay one of the greatest athletes of our times, is truly an inspiring role model.

Antoine’s interests after work

Besides his joy for outdoor activities, such as skiing, playing tennis, basketball or badminton, and jogging, Antoine loves spending time with his daughter and son. Reading a good book and watching movies is another great way Antoine likes to unwind and enjoy some time for himself.

Words to live by:

‘You have succeeded in life when all you really want is only what you really need’

Vernon Howard

Background

Playing a key role in helping customers and ensuring a personalized customer experience, Sylvie has been for the last 20 years working in the financial industry. Having her Canadian Securities Course as well as a bachelor’s degree in Business Administration from UQAM, her professionalism, service and listening skills, provides unconditional support to the team.

Sylvie's interests after work

Being a mother of 2 teenage boys, Sylvie loves keeping herself active daily. Reading great health books and learning everyday about the importance of a healthy life style, Sylvie enjoys cooking, discovering new restaurants, going to theatres and of course surrounding herself with family and friends. Nature also hold a place dear to her; outdoor walks, hiking, gardening are other activities she is fond of doing.

Words to live by

"Family is where life begins & love never ends."

Anonymous

Background

Jérémy joined The Sreih team in recent months. His role mainly consists of supporting the team's marketing and business development activities. In addition, he supports Antoine in the daily management of customer accounts.
He holds a bachelor’s degree in business administration specializing in finance and is authorized to provide investment advice.