Glen Kasneci, CIM®, MBA
Portfolio Manager, Investment Advisor
Glen Kasneci is a seasoned Portfolio Manager at CIBC Wood Gundy, one of Canada’s leading full-service investment firms. With over two decades of banking and investment experience, Glen combines a global perspective with local expertise to help high-net-worth individuals, families, entrepreneurs and philanthropists achieve their financial goals and create generational wealth.
Holding the Chartered Investment Manager (CIM®) designation, Glen brings a wealth of credentials to his practice. His MBA from Hult International Business School equips him with a global mindset and a diverse professional network, enabling him to craft sophisticated financial strategies tailored to his clients’ unique needs.
Rania Maalouf
Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.Rania joined the financial services industry in 2011 and has gained a unique understanding of high-net worth clients’ needs through roles in investments, insurance, and financial planning. She uses her knowledge and experience to
help Canadian families achieve their financial goals and enjoy peace of mind.
Rania has a Bachelor of Arts from University of Tunis-Carthage, a Graduate Diploma in Marketing Management from McGill University, has completed the Canadian Securities and the Code and Practice Handbook courses with the Canadian Securities Institute. She also earned a specialization in insurance of persons with the Autorité des Marchés Financiers (Quebec). In addition to that, she has earned the Financial Planner designation granted by the Order of Financial Planners in Quebec (IQPF). Rania is currently studying for her master’s in taxation with University of Sherbrooke.
Martin Goulet, CPA
Senior Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.Martin Goulet is part of the CIBC Private Wealth team. He is an experienced estate planning specialist with a strong expertise in life and health insurance. Martin’s training as a Chartered Professional Accountant and as a Financial Planner allows him to analyze the complex aspects of our clients' financial situation.
Martin started his professional career in a large global accounting firm where he served as an auditor and then as a tax advisor in the firm’s Quebec City and Toronto offices. He has been working as a financial security advisor since 2000.
During his career, Martin delivered several conferences and training sessions on the subject of personal finances, most notably in conjunction with activities organized through the Ordre des CPA du Québec, the Association de planification fiscale et financière and the Centre québécois de formation en fiscalité. Over the past few years, he also gave many training sessions for employees or clients of accounting firms.
Claire Olejniczak, LLB, LL.M.
Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application.As a Notary and Senior Trust and Estate consultant, my role is to provide you and your family with confidence and peace of mind in particular by reviewing your legal documents and of offering you advice on your situation. We will be able to provide you with solutions to relieve you and your family in the event of death or incapacity. You can appoint CIBC Trust Company as Liquidator, Mandatary to the property or Trustee in your legal documents. You can also delegate your role as liquidator, mandatary to the property or trustee to CIBC Trust Company.