Rania began her career in the financial services industry in 2011 and has since developed a deep understanding of the unique needs of high-net-worth clients through diverse roles in investments, insurance, and financial planning. She leverages her expertise and experience to help Canadian families achieve their financial objectives and enjoy lasting peace of mind.

Rania holds a Bachelor of Arts from the University of Tunis-Carthage and a Graduate Diploma in Marketing Management from McGill University. She has completed both the Canadian Securities Course and the Conduct and Practices Handbook through the Canadian Securities Institute. Additionally, she holds a specialization in personal insurance from the Autorité des Marchés Financiers (Quebec) and has earned the Financial Planner designation (Pl. Fin.) from the Institute Québécois de planification financière (IQPF). Rania is currently pursuing a graduate degree in taxation at HEC Montréal.

Marco joined the financial services industry in 1992 and has held various positions in financial planning and private investment counsel. As a Wealth Strategist, Marco takes an in-depth approach to understand your unique situation and provide formal recommendations to optimize how your financial affairs are structured with specific emphasis on wealth optimization, estate and legacy planning.

Marco is a graduate of Concordia University (B. Comm.) and a Financial Planner designated by the Institut québécois de planification financière.

Creating peace of mind for clients drives Mireille’s business philosophy. Her role is to outline solutions to affluent investors who are concerned about the growth and the preservation of their estate legacy and whose complex estate and tax planning needs demand clear and sound strategies. Mireille’s unique process ensures clients are comfortable with their estate planning solutions and are in line with their unique goals and objectives. She has been working in the area of financial and estate planning since 2001.

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.

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.