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.

Jessica specializes in retirement and estate planning. Her services are an integral part of the personal and comprehensive planning services offered through Our team.  She has specialized expertise designed to help you in the areas of individual and corporate taxation, tax-efficient financial planning and insurance and annuities. Jessica has a Bachelor's Degree in Business Administration and a certificate in financial planning. She also holds  the Financial Planning designation in Quebec.

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 lawyer and mediator, Mrs. Abou-Nassif possess a seasoned background in civil law, particularly in the areas of protection of persons of full age, estates and trusts.

As Senior Trust and Estate Consultant, she helps clients with their estate planning, guides them through CIBC Trust services to meet their needs and collaborates with the professional of their choice in the preparation of mandates and wills. The client’s peace of mind is her core priority.

Barb's role is to provide clients with convenience, flexibility and peace of mind through the services and solutions that she offers. She provides clients with ideas and options in building, preserving and transferring their wealth. With an integrated approach, our experienced Private Wealth team works closely with our clients and their advisors.

Together, Barb and her team tailor financial strategies that enable our clients and their families to be in a position to benefit from a full range of customized and sound financial solutions. These solutions can help them grow their wealth and assets, expand their asset classes, protect and reduce risk to their assets, and plan for a tax-efficient wealth transfer to the next generation or a charity. With our CIBC Private Banking team, our clients get the expertise, commitment, and personal touch they deserve.

25 years of experience in finance

Bachelor of Commerce (B. Comm.)

Fluent: English and French

As a CIBC Senior Private Banking Advisor, Lucie believes a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.

Lucie and her associate work closely with colleagues from across the CIBC Group of Companies to provide answers to clients’ immediate questions and recommendations on how to best position their financial resources for the future.

Lucie offers highly personalized, proactive attention, along with timely, professional and reactive services.

Paule is an experienced financial professional with over 24 years of experience in the financial service industry. Her extensive experience in the financial field has allowed her to develop a leading expertise in investments, insurance and financial planning. Ms. Denoncourt has earned a degree in Business Administration, specialization in Finance, from the University of Quebec in Montreal (UQAM). She holds a Financial Planning designation with the Institut québecois de planification financière (IQPF). She has completed the course relative to personal insurance as well as her Canadian Securities Course. Ms. Denoncourt has also completed courses related to Law, Tax & Estate Planning. Ms. Denoncourt is able to provide a range of strategies that may assist you with asset growth, wealth transfer, and tax minimization to grow and preserve your wealth for the future.

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'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.

David holds a B.B.A. from HEC Montreal and has held the IQPF Financial Planner designation since 2009. He is currently working towards obtaining the Trust & Estate Practitioner designation from S.T.E.P. Canada. He has worked as a financial planner for high net worth clients for more than 10 years and has also acted as an expert advisor in financial planning for his peers for 4 years.

David's approach is focused on each client's unique needs and goals. David will develop a personalized financial plan to help clients make the best possible decisions during their life's events. He will also provide recommendations to optimize the client's financial situation.