Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
  • French
French
  • Home
  • About us
  • Services
    • Our strategy
    • Developing your portfolio
  • Market insights
  • Community
  • Contact us
  • Blog
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Richard Lapointe Investment Group

  • Home
  • About us
  • Services
    • Our strategy
    • Developing your portfolio
  • Market insights
  • Community
  • Contact us
  • Blog

About us

Address 600, boul. de Maisonneuve Ouest Bureau 3050 Montreal QC, H3A 3J2
Telephone Number (514) 847-6324
Email Email us
Email Email
Telephone Number Tel

About Wood Gundy

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
Previous Next
Richard Lapointe

Richard Lapointe, CIM®

Investment Advisor

Tel:

(514) 847-6324

Email:

richard.lapointe@cibc.ca

Graduate of John Molson School of Business and CIBC Wood Gundy advisor since 1990. My passion is working closely with high net worth clients to understand and customize investment plans to meet their financial needs.
My objective is to help clients attain their dreams and goals, while easing them through retirement. With over 35 years of experience in the investment industry, I specialize in building high conviction portfolios and integrating complex covered-call writing strategies. In addition to the market and the economy, I love donating to causes that are dear to me.

Giancarlo Cataldo

Giancarlo Cataldo, CIM®

Associate Investment Advisor

Tel:

(514) 847-6386

Email:

giancarlo.cataldo@cibc.ca

Graduate of John Molson School of Business with over 5 years in the investment industry. His duties include helping clients every step of the way to achieve their financial goals. He plans to be in contact with clients regularly to focus on delivering a consistent stream of investment income and to be flexible with any changing circumstances. Chartered Investment Manager (CIM) designation holder, licensed for options trading and CFA Level 3 candidate. 

Nicholas Constas

Nicholas Constas, CIM®

Associate Investment Advisor

Tel:

(514) 847-6377

Email:

nicholas.constas@cibc.com

Graduate of John Molson School of Business with over 10 years of financial services industry experience. His duties include managing client portfolios, dealing with day-to-day trading and being in contact with clients regularly. Chartered Investment Manager (CIM) designation holder, licensed for options trading and Chartered International Wealth Manager (CIWM) candidate.

Kathleen S. Flynn

Client Associate

Tel:

(514) 847-6385

Email:

kathleen.s.flynn@cibc.ca

With over 30 years of experience in the investment industry and working with Richard Lapointe's team over 20 years, her duties include the administration of all client accounts and is the first point of contact for all client requests. Licensed for trading.

Denise Koutlakis

Administrative Associate

Email:

denise.koutlakis@cibc.com

With over 5 years of investment industry experience, she has recently joined the team handling administrative demands and client requests. Licensed for trading.

Richard Lapointe

Richard Lapointe, CIM®

Investment Advisor
(514) 847-6324
richard.lapointe​@cibc.ca

Graduate of John Molson School of Business and CIBC Wood Gundy advisor since 1990. My passion is working closely with high net worth clients to understand and customize investment plans to meet their financial needs.
My objective is to help clients attain their dreams and goals, while easing them through retirement. With over 35 years of experience in the investment industry, I specialize in building high conviction portfolios and integrating complex covered-call writing strategies. In addition to the market and the economy, I love donating to causes that are dear to me.

Giancarlo Cataldo

Giancarlo Cataldo, CIM®

Associate Investment Advisor
(514) 847-6386
giancarlo.cataldo​@cibc.ca

Graduate of John Molson School of Business with over 5 years in the investment industry. His duties include helping clients every step of the way to achieve their financial goals. He plans to be in contact with clients regularly to focus on delivering a consistent stream of investment income and to be flexible with any changing circumstances. Chartered Investment Manager (CIM) designation holder, licensed for options trading and CFA Level 3 candidate. 

Nicholas Constas

Nicholas Constas, CIM®

Associate Investment Advisor
(514) 847-6377
nicholas.constas​@cibc.com

Graduate of John Molson School of Business with over 10 years of financial services industry experience. His duties include managing client portfolios, dealing with day-to-day trading and being in contact with clients regularly. Chartered Investment Manager (CIM) designation holder, licensed for options trading and Chartered International Wealth Manager (CIWM) candidate.

Kathleen S. Flynn

Client Associate
(514) 847-6385
kathleen.s.flynn​@cibc.ca

With over 30 years of experience in the investment industry and working with Richard Lapointe's team over 20 years, her duties include the administration of all client accounts and is the first point of contact for all client requests. Licensed for trading.

Denise Koutlakis

Administrative Associate
denise.koutlakis​@cibc.com

With over 5 years of investment industry experience, she has recently joined the team handling administrative demands and client requests. Licensed for trading.

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • IIROC AdvisorReport
 IIROC  Canadian Investor Protection Fund

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.