Nicolas Leblanc, CFP®, CIM®
Founder and Senior Wealth Advisor at Leblanc Wealth Management – CIBC Wood Gundy. Passionate, extensively experienced and accredited Wealth Management Professional with over a decade of industry experience in retail banking, management, financial planning and private wealth management, Nick and his team support a wide range of private high-net-worth clients across Canada. Nick has earned the Certified Financial Planner (CFP®) designation conferred by FP Canada - the world's most recognized financial planning designation - along with the Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute, demonstrating the knowledge, skills, experience and ethics required to meet the unique demands of high-net-worth families in Canada at the highest level of complexity in the profession.
Specialized in designing and implementing impactful and actionable values-based strategies centered around the unique needs and challenges facing affluent families, Nick will take the time to truly understand what matters most to you and those important to you, and what motivates and influences the decisions you make by integrating the science of behavioral psychology.
Nick is extremely dedicated to his clients and is committed to pushing the boundaries by pursuing ongoing continuing education, constantly striving to build on his knowledge as he advances on his perpetual journey to elevate the value he and his team can offer their clients.
Megan Kelsch
Megan was born and raised in Whitehorse, YT. She began her career in the financial industry in 2013 where she quickly progressed to more senior roles becoming the leading resource for high value clients with more complex banking needs. Megan is committed to delivering a refined and highly personalized client experience by acting as your primary point of contact with the Leblanc Wealth Management team for any non-investment related requests. Among other things, Megan manages appointment schedules, administrative requests, cash transfers, and acts as the liaison between our valued clients and their dedicated investment advisor ensuring someone is always available to support you. She can also assist with preparing tax personalized tax packages for you or your accountant. Megan is very passionate and prides herself on fostering strong relationships with our clients.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jamie Golombek
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.
Sid Mokhtari, CMT
Executive Director
Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.
Jamie Golombek
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.
Sid Mokhtari, CMT
Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.