Charles Di Stefano, B.B.A.
Portfolio Manager
Senior Wealth Advisor
- Has been in the finance industry since 1998 and joined CIBC Wood Gundy in 2004
- Has a diploma in business administration (finance)
- Holds the title of Canadian Investment Manager granted by the Canadian Securities Institute for all Canadian provinces
- Holder of a license for life insurance
- Option trading license
- Billingual; French and English
Danielle Poulin
Administrative Associate
- Has worked in the finance industry since 1988
- Holds a license as a registered representative for all Canadian provinces
- Supervision of administration and operations
- Account management
- Bilingual customer service
Méloïse Charette Bureau
Administrative Associate
- Has worked in finance at CIBC since 2018
- Administrative associate
- Holds a license as a Investment Representative for all Canadian provinces
- Bilingual customer service
Charles Di Stefano, B.B.A.
- Has been in the finance industry since 1998 and joined CIBC Wood Gundy in 2004
- Has a diploma in business administration (finance)
- Holds the title of Canadian Investment Manager granted by the Canadian Securities Institute for all Canadian provinces
- Holder of a license for life insurance
- Option trading license
- Billingual; French and English
Danielle Poulin
- Has worked in the finance industry since 1988
- Holds a license as a registered representative for all Canadian provinces
- Supervision of administration and operations
- Account management
- Bilingual customer service
Méloïse Charette Bureau
- Has worked in finance at CIBC since 2018
- Administrative associate
- Holds a license as a Investment Representative for all Canadian provinces
- Bilingual customer service
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
Nahil Mustapha, LLB
Senior Trust and Estate Consultant
Nahil's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Nahil has the expertise to execute or assist others to execute that role effectively and efficiently. Nahil joined CIBC in 2016 and has a Bachelor of Law and a Diploma of Notarial Law.
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.
Nahil Mustapha, LLB
Nahil's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Nahil has the expertise to execute or assist others to execute that role effectively and efficiently. Nahil joined CIBC in 2016 and has a Bachelor of Law and a Diploma of Notarial Law.