Nabil Jlidi is a Financial Planner, who joined CIBC in 2004. His experience in the financial services industry servicing affluent clients dates back to 1998. Nabil holds a Master of Science in Economy from the Université de Montréal, a certificate in financial planning and a certificate in finance from HEC Montréal. Since 2003, Nabil also holds the Financial Planner designation with the Institut Québécois de Planification Financière (IQPF).

Nabil concentrates on the financial planning needs of affluent and high-net-worth families, small-mid sized businesses and those seeking retirement and taxation planning.

Rania began her career in the financial services industry in 2011 and has since developed a deep understanding of the unique needs of high-net-worth clients through diverse roles in investments, insurance, and financial planning. She leverages her expertise and experience to help Canadian families achieve their financial objectives and enjoy lasting peace of mind.

Rania holds a Bachelor of Arts from the University of Tunis-Carthage and a Graduate Diploma in Marketing Management from McGill University. She has completed both the Canadian Securities Course and the Conduct and Practices Handbook through the Canadian Securities Institute. Additionally, she holds a specialization in personal insurance from the Autorité des Marchés Financiers (Quebec) and has earned the Financial Planner designation (Pl. Fin.) from the Institute Québécois de planification financière (IQPF). Rania is currently pursuing a graduate degree in taxation at HEC Montréal.

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.

As a Senior Private Banking Advisor, I believe a key part of my role is to provide my clients and their family with convenience, flexibility and peace of mind through the services I provide and the financial solutions I offer. 

I start by understanding the financial goals of my clients, whether in terms of cash and credit management, investments or planning, and develop services customized to their unique needs. 

My Associate and I offer highly personalized, proactive attention, along with timely, professional and reactive services.