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.

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.

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.

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.

In his role as Wealth Strategist, Marco will work closely with you and your trusted advisors to create a financial plan that reflects your priorities and focuses on helping you achieve the goals you have set for yourself, your family and your future.

Marco joined the financial services industry in 1992 and has held various positions in financial planning, private investment counsel and investment administration. Marco holds his financial planning designation issued by the IQPF, is a Chartered Investment Manager (CIM) and has a Bachelor of Commerce from Concordia University.

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.

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.

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.