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

The DSM Financial Group

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Address 1250, René-Lévesque West Blvd. Suite 3100 Montreal QC, H3B 4W8
Telephone Number (514) 846-3575
Email Email us
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Our mission is simple - to provide you with peace of mind and grow your assets so you can enjoy life to the fullest.

With over 80 years of combined experience in the financial services industry the DSM Financial Group is able to provide clients with the highest level of comprehensive wealth management services.

Whether you are a business owner, a professional, an athlete or retired we are committed to helping you achieve all your financial goals by providing you with innovative solutions designed to meet your specific needs.

But we offer more than just investment advice – by leveraging the expertise of our partners across the CIBC group of companies, we can provide you access to a full range of products and services that incorporates everything.

  • Investment Management
  • Financial Planning
  • Tax Efficiency
  • Charitable Giving
  • Retirement and Estate Planning
  • Business Succession Planning
  • Family Needs
  • Banking and Credit Solutions
 
Patrick Moreault

Patrick Moreault, B.B.A., LLB

Investment Advisor
(514) 846-3575
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Patrick.Moreault@cibc.com
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Patrick brings a wealth of experience to this role. After graduating from Université de Montreal in Law and in Business Administration, he quickly found a passion for investing and joined the industry in 1999, servicing his clients ever since.

As an Investment Advisor, he is able to combine his diverse background with the strength and resources of CIBC Wood Gundy. Additionally, Patrick has his options license, which enables him to employ hedging strategies in the portfolio and is also able to offer a full range of financial services including professional investment advice, retirement planning, estate planning, and tax planning strategies to help grow your wealth.

On a personal note, Patrick is a strong supporter of The Lighthouse, Children and Families foundation, which is a non-profit organization that contributes to the well-being of children whose lives are threatened by illnesses that require complex treatment, and provides respite and support to their families.

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 

Our Team

Walid Saoumaa

Walid Saoumaa, B.B.A.

Investment Advisor
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Eric Friedman

Eric Friedman, B.Comm.

Client Associate
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Maria Teixeira

Maria Teixeira

Administrative Assistant
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Patrick Moreault

Patrick Moreault, B.B.A., LLB

Investment Advisor
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Walid Saoumaa

Walid Saoumaa, B.B.A.

Investment Advisor
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Eric Friedman

Eric Friedman, B.Comm.

Client Associate
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Maria Teixeira

Maria Teixeira

Administrative Assistant
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Patrick Moreault

Patrick Moreault, B.B.A., LLB

Investment Advisor
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Walid Saoumaa

Walid Saoumaa, B.B.A.

Investment Advisor
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Learn more
 

Contact us

Address

The DSM Financial Group Address
1250, René-Lévesque West Blvd.
Suite 3100
Montreal, QC H3B 4W8
Telephone number: (514) 846-3575
Toll-free: 1 (800) 361-2773
Fax: (514) 846-3545
 

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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.