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 joined the financial services industry in 2011 and has gained a unique understanding of high-net worth clients’ needs through roles in investments, insurance, and financial planning. She uses her knowledge and experience to

help Canadian families achieve their financial goals and enjoy peace of mind.

Rania has a Bachelor of Arts from University of Tunis-Carthage, a Graduate Diploma in Marketing Management from McGill University, has completed the Canadian Securities and the Code and Practice Handbook courses with the Canadian Securities Institute. She also earned a specialization in insurance of persons with the Autorité des Marchés Financiers (Quebec). In addition to that, she has earned the Financial Planner designation granted by the Order of Financial Planners in Quebec (IQPF). Rania is currently studying for her master’s in taxation with University of Sherbrooke. 

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.