Grace Lutfy, B.Comm.
Senior Wealth Advisor
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.
Randi Khatib
Client Associate
Randi has been with CIBC Wood Gundy for over 30 years and with Grace Lutfy Investment Group since 1993. Thanks to her team leader skill, Randi is able to provide seamless and clear processes, while providing custom and relatable services for high net worth individuals and their families. Using a proven process, she's able to present and facilitate tailored investment solutions and financial planning needs. She maintains regular contact with Grace, clients and team members while preparing customized portfolios, reports and plans.
Randi has completed several industry courses through the Canadian Securities Institute and is available to discuss a wide range of investments, equity, options, derivatives and fixed income to meet clients needs, goals and objectives.
Anna Tribelli
Administrative Associate
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.
Cassandra Velardo
Administrative Assistant
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.
Grace Lutfy, B.Comm.
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.
Randi Khatib
Randi has been with CIBC Wood Gundy for over 30 years and with Grace Lutfy Investment Group since 1993. Thanks to her team leader skill, Randi is able to provide seamless and clear processes, while providing custom and relatable services for high net worth individuals and their families. Using a proven process, she's able to present and facilitate tailored investment solutions and financial planning needs. She maintains regular contact with Grace, clients and team members while preparing customized portfolios, reports and plans.
Randi has completed several industry courses through the Canadian Securities Institute and is available to discuss a wide range of investments, equity, options, derivatives and fixed income to meet clients needs, goals and objectives.
Anna Tribelli
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.
Cassandra Velardo
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.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
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
Deputy Chief Economist, CIBC
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, B.Comm., TEP
Jacinthe Marquis Directrice Stratégies de gestion de patrimoine Gestion privée CIBC Jacinthe Marquis aide les familles à valeur nette très élevée à définir et à mettre en œuvre la vision qu’elles ont de leur fortune, de leur famille et de leur collectivité.
Elle les accompagne dans la planification successorale, la relève d’entreprise, la philanthropie et la protection du patrimoine. Forte de nombreuses années d’expérience dans le domaine de la fiscalité transfrontalière, Jacinthe aide également les familles à naviguer les enjeux fiscaux liés à la double-nationalité ainsi qu’à l’acquisition, à la gestion et au transfert de patrimoine des deux côtés de la frontière, du vivant et par suite du décès. Jacinthe a amorcé sa carrière comme professionnelle de la fiscalité.
Depuis quelques années déjà, elle étend ses horizons pour accompagner les clients dans leur gestion du patrimoine et la réalisation de leur mission; pour eux-mêmes, leur collectivité et les générations à venir. Jacinthe est membre de STEP. Elle est reconnue pour son authenticité et sa capacité à procurer des conseils pratiques et accessibles.
Marco Leccese, CIM, F.Pl.
Wealth Strategist
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 Masse
Financial Security Advisor
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.
Barbara Vokral
Senior Private Banking Advisor
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.
Mark Muchantef, Pl. Fin
Financial Planning Specialist
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.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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
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, B.Comm., TEP
Jacinthe Marquis Directrice Stratégies de gestion de patrimoine Gestion privée CIBC Jacinthe Marquis aide les familles à valeur nette très élevée à définir et à mettre en œuvre la vision qu’elles ont de leur fortune, de leur famille et de leur collectivité.
Elle les accompagne dans la planification successorale, la relève d’entreprise, la philanthropie et la protection du patrimoine. Forte de nombreuses années d’expérience dans le domaine de la fiscalité transfrontalière, Jacinthe aide également les familles à naviguer les enjeux fiscaux liés à la double-nationalité ainsi qu’à l’acquisition, à la gestion et au transfert de patrimoine des deux côtés de la frontière, du vivant et par suite du décès. Jacinthe a amorcé sa carrière comme professionnelle de la fiscalité.
Depuis quelques années déjà, elle étend ses horizons pour accompagner les clients dans leur gestion du patrimoine et la réalisation de leur mission; pour eux-mêmes, leur collectivité et les générations à venir. Jacinthe est membre de STEP. Elle est reconnue pour son authenticité et sa capacité à procurer des conseils pratiques et accessibles.
Marco Leccese, CIM, F.Pl.
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 Masse
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.
Barbara Vokral
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.
Mark Muchantef, Pl. Fin
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.