Mitchell Halickman
Mitch brings over 30 years of experience to his role, serving a select group of high-net-worth clients and families at CIBC Wood Gundy. His deep expertise in wealth management is matched by a long-standing commitment to a responsible, forward-thinking approach to investing.
Mitch serves as the team's lead on ESG (Environmental, Social, and Governance) and is a member of the CIBC Wealth Management ESG Council. Beyond his work at the firm, Mitch is a member of the Harvard Business Review (HBR) Advisory Council, an invitation-only community of professionals who provide practitioner insights to shape the future of management theory and editorial research. This dedication to thought leadership is further reflected in his completion of the UNEP FI Climate Change course, ensuring he remains at the forefront of sustainable finance.
For Mitch, integrating sustainability isn’t just a "feel-good" strategy; it is a core belief that traditional evaluation methods are too narrow to capture a company's full value.
Outside of the office, Mitch cherishes time with his family. You’ll often find him on the slopes chasing a good ski day or reading up on the latest developments in technology.
Stephanie Morais
Stephanie joined The Halickman Team nearly six years ago and has become a trusted advisor to the clients and families she serves. As Associate Investment Advisor, she works closely with Mitch to build personalized investment strategies and assists with managing portfolios, ensuring every financial goal from wealth optimization to risk management is met with both precision and care.
Stephanie holds a degree in Finance from the John Molson School of Business and has earned the Chartered Investment Manager (CIM®) designation, a credential that reflects her commitment to technical excellence and her clients' best interests. She brings a particular passion for sustainable and impact investing, believing that where capital flows should reflect not just financial goals, but personal values.
Outside of work, Stephanie is always on the move whether she's hitting the slopes snowboarding in the winter or planning her next adventure somewhere new in the world.
Sonia Pagliaro
Sonia is the heart of The Halickman Team. As our Administrative Associate for more than 25 years, her depth of experience and industry knowledge within the brokerage division are simply unmatched. She is the steady hand behind the scenes, ensuring every detail is handled with precision and care.
For our clients, Sonia is often the warm and familiar voice on the other end of the phone. Her exceptional attention to detail means nothing ever falls through the cracks, and every process is managed with efficiency and professionalism. Over the years, she has built meaningful, lasting relationships with the families we serve, earning their trust and confidence, something she takes immense pride in.
Outside the office, Sonia enjoys spending quality time with family and friends, relaxing in Mont-Tremblant, and embracing her love of travel and new experiences. Whether she’s exploring somewhere new or enjoying familiar traditions, she brings warmth, energy, and a genuine joy for life to everything she does.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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.
Marco Leccese, CIM, F.Pl.
Wealth Strategist
In his role as Wealth Strategist, Marco will work closely with you and your trusted advisors to create a financial plan that reflects your priorities and focuses on helping you achieve the goals you have set for yourself, your family and your future.
Marco joined the financial services industry in 1992 and has held various positions in financial planning, private investment counsel and investment administration. Marco holds his financial planning designation issued by the IQPF, is a Chartered Investment Manager (CIM) and has a Bachelor of Commerce from Concordia University.
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.
Hélène Marquis
Regional Director, CIBC Wealth Advisory Services
Hélène holds an LL.L from Université de Montréal and a Graduate Diploma in Taxation from the University of Sherbrooke. She is a member of the Québec Bar. She obtained her IQPF certification as a Financial Planner in 1997. She is actively involved in a number of professional associations relating to financial and tax planning. She has been chair of the STEP Canada Montreal chapter for the years 2012-2014. She was also a member of the Board of Directors of the APFF from 2004-2012. She is a member and a regular speaker at annual conferences and training seminars of the APFF (Fiscal and Financial Planners Association), the Society for Trust and Estate Practitioner (STEP), the Conference for Advances Life Underwriting (CALU), and the Institut québecois de planification financière (IQPF). She also contributes to various professional publications and magazines dealing with technical taxation and financial planning issues.
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.
Martin Goulet, CPA
Senior Estate Planning Specialist
Martin Goulet is part of the CIBC Private Wealth team. He is an experienced estate planning specialist with a strong expertise in life and health insurance. Martin’s training as a Chartered Professional Accountant and as a Financial Planner allows him to analyze the complex aspects of our clients' financial situation.
Martin started his professional career in a large global accounting firm where he served as an auditor and then as a tax advisor in the firm’s Quebec City and Toronto offices. He has been working as a financial security advisor since 2000.
During his career, Martin delivered several conferences and training sessions on the subject of personal finances, most notably in conjunction with activities organized through the Ordre des CPA du Québec, the Association de planification fiscale et financière and the Centre québécois de formation en fiscalité. Over the past few years, he also gave many training sessions for employees or clients of accounting firms.
Mark Muchantef, Pl. Fin
Financial Planning Specialist
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.
Vanessa Waked
Financial Planning Specialist
Vanessa is a dedicated Financial Planner who has helped numerous clients successfully navigate complex financial landscapes. As an accredited Financial Planner, she specializes in developing tailored strategies that help clients achieve their unique financial objectives through comprehensive planning and wealth management.
Vanessa is committed to building long-term relationships grounded in trust, transparency, and a deep understanding of each client’s needs. She takes pride in supporting clients at every stage of life, whether they are preparing for retirement, funding education, or managing intergenerational wealth transfers.
Vanessa holds a Bachelor’s degree in Economics and Politics from the University of Montreal, as well as her professional designation from the Institute of Financial Planning (IPF). Her dedication to her role is evident in the meaningful partnerships she creates and the positive outcomes she helps clients realize at CIBC.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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.
Marco Leccese, CIM, F.Pl.
In his role as Wealth Strategist, Marco will work closely with you and your trusted advisors to create a financial plan that reflects your priorities and focuses on helping you achieve the goals you have set for yourself, your family and your future.
Marco joined the financial services industry in 1992 and has held various positions in financial planning, private investment counsel and investment administration. Marco holds his financial planning designation issued by the IQPF, is a Chartered Investment Manager (CIM) and has a Bachelor of Commerce from Concordia University.
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.
Hélène Marquis
Hélène holds an LL.L from Université de Montréal and a Graduate Diploma in Taxation from the University of Sherbrooke. She is a member of the Québec Bar. She obtained her IQPF certification as a Financial Planner in 1997. She is actively involved in a number of professional associations relating to financial and tax planning. She has been chair of the STEP Canada Montreal chapter for the years 2012-2014. She was also a member of the Board of Directors of the APFF from 2004-2012. She is a member and a regular speaker at annual conferences and training seminars of the APFF (Fiscal and Financial Planners Association), the Society for Trust and Estate Practitioner (STEP), the Conference for Advances Life Underwriting (CALU), and the Institut québecois de planification financière (IQPF). She also contributes to various professional publications and magazines dealing with technical taxation and financial planning issues.
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.
Martin Goulet, CPA
Martin Goulet is part of the CIBC Private Wealth team. He is an experienced estate planning specialist with a strong expertise in life and health insurance. Martin’s training as a Chartered Professional Accountant and as a Financial Planner allows him to analyze the complex aspects of our clients' financial situation.
Martin started his professional career in a large global accounting firm where he served as an auditor and then as a tax advisor in the firm’s Quebec City and Toronto offices. He has been working as a financial security advisor since 2000.
During his career, Martin delivered several conferences and training sessions on the subject of personal finances, most notably in conjunction with activities organized through the Ordre des CPA du Québec, the Association de planification fiscale et financière and the Centre québécois de formation en fiscalité. Over the past few years, he also gave many training sessions for employees or clients of accounting firms.
Mark Muchantef, Pl. Fin
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.
Vanessa Waked
Vanessa is a dedicated Financial Planner who has helped numerous clients successfully navigate complex financial landscapes. As an accredited Financial Planner, she specializes in developing tailored strategies that help clients achieve their unique financial objectives through comprehensive planning and wealth management.
Vanessa is committed to building long-term relationships grounded in trust, transparency, and a deep understanding of each client’s needs. She takes pride in supporting clients at every stage of life, whether they are preparing for retirement, funding education, or managing intergenerational wealth transfers.
Vanessa holds a Bachelor’s degree in Economics and Politics from the University of Montreal, as well as her professional designation from the Institute of Financial Planning (IPF). Her dedication to her role is evident in the meaningful partnerships she creates and the positive outcomes she helps clients realize at CIBC.