Grace has been providing investment advice and strategies to affluent clients since 1986. Her career started as a runner on the Montreal Stock Exchange. 

Her personal experience of being raised in an entrepreneurial family gives her personal insight and understanding of issues affecting private family business. Her knowledge and ability to build long-lasting, personalized relationships allows her to remain connected to her clients and their family.

Grace works with professionals to implement wealth management strategies that align with your needs and wants.

Her many passions involve various causes and interests with her identical twin. A board member at JGH Foundation and lifetime of involvement at the Cedars Cancer Foundation, of which Grace’s uncle Joseph Chamandy founded. In addition to the Cedars Cancer,  donations are shared with other organizations such as Chez Doris, a social services organization. Participation in raising funds for ALS, Mindstrong and JGH Foundation.

As Grace lives life as a daring adventure, one of her many hobbies involve traveling the world and experiencing the rich cultures of the different countries. Part of this experience involves the discovery of new chefs in Montreal and abroad.

Grace has a love of water and swimming. Taking part in the National Waterpolo team and National War Canoe team. Other hobbies include pilates, spinning, walking, reading, art & theatre.

Anna has been in the investment industry for over 20 years, spending the last 10 years with the Grace Lutfy Investment Group.

She strives to deliver an unparalleled level of client service, making it easy for clients to obtain information on their accounts and provide well deserved care that our clients deserve.

Anna has completed a variety of industry courses through the Canadian Securities Institute.

Cassie has been with CIBC Wood Gundy for 7 years. She provides administrative support to the clients and the team, as well customized reports upon request. Cassie also deals with the distribution of various marketing materials.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.

Jacinthe Marquis helps ultra-high-net-worth families define and implement their vision of their wealth, family and community.

She supports them in estate planning, business succession, philanthropy and wealth protection. With many years of experience in cross-border taxation, Jacinthe also helps families navigate the tax issues related to dual citizenship and the acquisition, management and transfer of wealth on both sides of the border during lifetime and upon death. Jacinthe began her career as a tax professional.

For a few years now, she has been expanding her horizons to support clients in their wealth management and mission—for themselves, their community and future generations. Jacinthe is a member of the STEP. She is known for her authenticity and ability to provide practical and accessible advice.

In his role as Wealth Strategist, Marco will work closely with you and your trusted advisors to create a financial plan that reflects your priorities and focuses on helping you achieve the goals you have set for yourself, your family and your future.

Marco joined the financial services industry in 1992 and has held various positions in financial planning, private investment counsel and investment administration. Marco holds his financial planning designation issued by the IQPF, is a Chartered Investment Manager (CIM) and has a Bachelor of Commerce from Concordia University.

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.

Barb's role is to provide clients with convenience, flexibility and peace of mind through the services and solutions that she offers. She provides clients with ideas and options in building, preserving and transferring their wealth. With an integrated approach, our experienced Private Wealth team works closely with our clients and their advisors.

Together, Barb and her team tailor financial strategies that enable our clients and their families to be in a position to benefit from a full range of customized and sound financial solutions. These solutions can help them grow their wealth and assets, expand their asset classes, protect and reduce risk to their assets, and plan for a tax-efficient wealth transfer to the next generation or a charity. With our CIBC Private Banking team, our clients get the expertise, commitment, and personal touch they deserve.

25 years of experience in finance

Bachelor of Commerce (B. Comm.)

Fluent: English and French

Mark has over 7 years of experience in financial services. His passion is helping clients build a sound and comprehensive plan that meets their financial and life goals. He is committed to serving his clients by prioritizing their best interest and by offering high-quality advice through life-long learning in wealth management. He has completed both undergraduate and graduate studies at McGill University, is a member of the Order of Financial Planners in Quebec (IQPF) and has earned a specialization in the insurance of persons (LLQP). He is currently pursuing the CFA designation as a level 2 candidate, which is the highest professional standard in portfolio management.