Ryan Morris, CIM®
Ryan joined CIBC Wood Gundy in 2020 after spending a number of years at a major global energy company with roles in strategy and asset management. Having extensive experience with commodities, Ryan is well accustomed to market volatility and understands the importance of a long-term approach, strong fundamentals and quality.
With a background in Psychology, Ryan brings a people-focused approach to wealth management and takes pride in having a positive impact in the lives of those he works with. Ryan’s practice is centered on creating personalized wealth management strategies and executing them with a disciplined investment process. In addition to his strong financial acumen, Ryan excels in helping his clients articulate and achieve their financial goals while protecting their capital.
A self-proclaimed history buff, Ryan enjoys reading and always appreciates a good book recommendation. Outside of the office, you will likely find Ryan practicing Muay Thai, traveling or experimenting with new recipes in the kitchen. Ryan also served in the Infantry Reserve with the Canadian Armed Forces. He lives in Saint-Lazare, Québec with his wife, Victoria.
Stephan Assadourian, CIM®
Stephan started his career at CIBC Wood Gundy in 2023 after earning a bachelor’s degree in finance from the John Molson School of Business. Since joining CIBC, Stephan has furthered his education in the industry by completing various industry courses, including options and acquiring his Chartered Investment Manager (CIM®). Stephan has a deep passion for the finance industry, building portfolios, and ensuring clients have a great experience. In his free time, he enjoys riding motorcycles, snowboarding, and doing different mixed martial arts.
Matthew Lagatta, CIM®
Matthew began his career with CIBC Wood Gundy in 2022 after completing a bachelor’s degree in business management at the John Molson School of Business. He has spent time working in various industries, including retail and hospitality, and has since transitioned into finance to pursue his passion for wealth management. Since joining CIBC, Matthew has furthered his studies within the investment industry by acquiring his Chartered Investment Manager (CIM® ) designation. He is also insurance lisensed, and registered to trade options. Matthew is passionate about providing a holistic service and ensuring a great overall experience.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Rania Maalouf
Financial Planning Specialist
Rania joined the financial services industry in 2011 and has gained a unique understanding of high-net worth clients’ needs through roles in investments, insurance, and financial planning. She uses her knowledge and experience to
help Canadian families achieve their financial goals and enjoy peace of mind.
Rania has a Bachelor of Arts from University of Tunis-Carthage, a Graduate Diploma in Marketing Management from McGill University, has completed the Canadian Securities and the Code and Practice Handbook courses with the Canadian Securities Institute. She also earned a specialization in insurance of persons with the Autorité des Marchés Financiers (Quebec). In addition to that, she has earned the Financial Planner designation granted by the Order of Financial Planners in Quebec (IQPF). Rania is currently studying for her master’s in taxation with University of Sherbrooke.
Gabrielle Cloutier
Associate Estate Planning Specialist
Financial Security Advisor
As an Estate Planning Specialist Associate, Gabrielle advises clients to help them protect and increase their personal and corporate wealth. Her ability to simplify complex concepts and her great organizational skills are highly appreciated by clients and advisors. Over the past 15 years, Gabrielle has helped numerous high-net-worth families to implement various customized strategies, aimed at tax optimization and maximizing net estate value.
Gabrielle is a graduate of Université Laval with a Bachelor of Business Administration. She is licensed in life insurance, holds the Financial Planner designation and is currently completing her specialized graduate diploma in Taxation.
During her free time, Gabrielle spends time with her family and bakes with her two daughters. She loves to read and gives great importance to physical activity.
Claire Olejniczak, LLB, LL.M.
Senior Trust and Estate Consultant
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.
Avery Shenfeld, PhD
Managing Director & Chief Economist, CIBC Capital Markets
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
Rania Maalouf
Rania joined the financial services industry in 2011 and has gained a unique understanding of high-net worth clients’ needs through roles in investments, insurance, and financial planning. She uses her knowledge and experience to
help Canadian families achieve their financial goals and enjoy peace of mind.
Rania has a Bachelor of Arts from University of Tunis-Carthage, a Graduate Diploma in Marketing Management from McGill University, has completed the Canadian Securities and the Code and Practice Handbook courses with the Canadian Securities Institute. She also earned a specialization in insurance of persons with the Autorité des Marchés Financiers (Quebec). In addition to that, she has earned the Financial Planner designation granted by the Order of Financial Planners in Quebec (IQPF). Rania is currently studying for her master’s in taxation with University of Sherbrooke.
Gabrielle Cloutier
As an Estate Planning Specialist Associate, Gabrielle advises clients to help them protect and increase their personal and corporate wealth. Her ability to simplify complex concepts and her great organizational skills are highly appreciated by clients and advisors. Over the past 15 years, Gabrielle has helped numerous high-net-worth families to implement various customized strategies, aimed at tax optimization and maximizing net estate value.
Gabrielle is a graduate of Université Laval with a Bachelor of Business Administration. She is licensed in life insurance, holds the Financial Planner designation and is currently completing her specialized graduate diploma in Taxation.
During her free time, Gabrielle spends time with her family and bakes with her two daughters. She loves to read and gives great importance to physical activity.
Claire Olejniczak, LLB, LL.M.
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.
Avery Shenfeld, PhD
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.