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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Michel Beaulieu

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Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust

MY BIO

We all have unique goals. Let me help you reach yours.

Michel Beaulieu

Michel Beaulieu, CIM

Portfolio Manager, Senior Investment Advisor, Financial Security Advisor
(514) 282-6854
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michel.beaulieu@cibc.ca
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CONTACT US

I'm happy to hear from you.

If you have questions or feedback, or would like a second opinion about your investment portfolio, contact me.

Michel Beaulieu

Portfolio Manager, Senior Investment Advisor, Financial Security Advisor

Email: michel.beaulieu@cibc.ca Opens in your email client
Telephone number: (514) 282-6854Opens in your telephone provided application

PHYLLIS ATHANAS

Administrative Assistant

Email: PHYLLIS.ATHANAS@CIBC.CA Opens in your email client
Telephone number: (514) 282-6875Opens in your telephone provided application

AUDREY SHABAT

Client Associate

Email: AUDREY.SHABAT@CIBC.CA Opens in your email client
Telephone number: (514) 282-6893Opens in your telephone provided application

Address

Michel Beaulieu Address
1 Place Ville Marie
Suite 4125
Montreal, QC H3B 3P9
Telephone number: (514) 282-6854
Toll-free: 1 (888) 282-6850
Fax: (514) 282-6877

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Canadian Investment Regulatory Organization Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.