I provide affluent clients with an investment experience that is highly structured and easily understood to ultimately help clients achieve their investment goals. My philosophy is conservative in nature.

I am passionate about Socially Responsible Investing (SRI). SRI allows me to align my personal beliefs with my investment choices. Investors don't have to give up returns when investing in SRI Funds and they actually increase downside protection by screening for Socially Responsible Companies. I am a member in good standing of the Responsible Investment Association of Canada.

I have 20 years of experience in which I have witnessed numerous investment cycles. I have coached clients through bull markets, recessions, market bubbles and meltdowns. This experience allows me to take a skillful and professional approach in any future market conditions.

I hold a Bachelors of Commerce degree from the University of Guelph and a Certificate in Accounting and Finance from McGill University. In addition to my Life Insurance licence, I hold the Financial Management Advisor (FMA) designation. I also specialize in the 50-Plus market and am currently seeking certification for the Elder Planning Counsellor (EPC) designation.

I am committed to making a difference in my community. I support the Crusade Against Cancer - a West Island charitable organization. I have recently accepted a position on the board of Directors of Table de Quartier Sud de L'Ouest de L'Ile (TQSOI).

• Bachelor's degree in Economics from Concordia University
• Registered with CIRO

Marius has over 10 years of experience in the investment industry and possess an excellent knowledge of the CIBC Wood Gundy reporting and applications technology. Marius is in charge of client service and operations, and is a key factor in our ability to continuously deliver outstanding client service. He is your key contact for questions relating to the administration of your accounts.

• Mark Muchantef is a senior financial planner with CIBC Private Wealth Management.
• He has over 10 years of experience in financial services, mainly focused in banking and insurance.
• His passion is helping clients build a sound and comprehensive plan to reach their financial and life goals.
• He is committed to delivering exceptional client experiences 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 Insitute of Financial Planners (IPF), and has earned a specialization in the insurance of persons (LLQP).
• He is currently a level 3 CFA candidate (passing both level 1 and 2 exams in the top 10%) and working towards earning the CFA designation, which is the highest standard in portfolio management.

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.