Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
  • Français
Français
  • Home
  • About us
  • Services
  • Market insights
  • Contact us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Philippe Montpetit, CIM®, CFA

  • Home
  • About us
  • Services
  • Market insights
  • Contact us

About us

Address 600, boul. de Maisonneuve Ouest Bureau 3050 Montreal QC, H3A 3J2
Telephone Number (514) 282-7016
Email Email us
Email Email
Telephone Number Tel

About us

Our Approach

Tailored Solutions: We understand that your financial situation is unique. Whether your focus is on asset preservation, growth, or tax efficiency, we create a strategic plan designed specifically for you.

 

Client-Centric Focus: Your goals and aspirations drive our decisions. By listening carefully and understanding your priorities, we provide personalized guidance and support.

 

Comprehensive Wealth Management: Our holistic approach considers all aspects of your financial life, providing you with a clear and informed perspective on your wealth.

 

Professional Expertise: With over a decade of industry experience and a commitment to continuous learning, we bring a wealth of expertise to every client relationship. You can trust us to provide the guidance and support you need to help you achieve your financial goals.

 

 

 
Philippe Montpetit, CFA, CIM

Philippe Montpetit, CIM®, CFA

Investment Advisor, Portfolio Manager
(514) 282-7016
Opens in your telephone provided application.
philippe.montpetit@cibc.com
Opens in your email provided application.
Opens in a new tab.

With over 12 years of industry experience, Philippe is a seasoned investment professional dedicated to continuous learning and improvement. He specializes in working with affluent families and entrepreneurs who aspire to a work-optional lifestyle and a multigenerational mindset.

As a passionate relationship manager, Philippe thrives on driving results by collaborating in a team environment. His strong technical and interpersonal skills, honed over years in the industry, allow him to effectively communicate the latest market insights, products, and ideas.

Philippe holds a Bachelor of Commerce from Concordia University and is a CFA Charterholder, one of the most respected designations in finance; he also holds the CIM® designation. Philippe’s commitment to excellence and client satisfaction makes him a valuable asset to the families he works with.

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 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.