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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Gill Financial Group

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Welcome

At Gill Financial Group, we believe that wealth isn't just about performance. It is about how you live your life and the personal meaningful goals you want to achieve.

We work closely with you and your family to ensure that your goals are being met.

Gill Financial Group has over 50 years combined wealth management experience. With a large team we can handle any of our affluent client's needs. We provide individual tailored portfolio management through our discretionary wealth management services to individual families, including their private corporations, trusts, estate and foundations. We have a wide variety of financial solutions to help pursue your goals and create an enduring legacy.

Our team is surrounded by talented individuals who represent our diligent work ethic, undeniable integrity, and tireless commitment to helping clients protect and grow their wealth.

Stan Gill

Stan Gill

Portfolio Manager

(514) 392-7654
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stanley.gill@cibc.ca
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With over 30 years of experience in the financial services industry, Stan applies his extensive knowledge and training to develop sound investment strategies for successful entrepreneurs and executives. He currently manages more than $500 million of clients assets.

Stan is a graduate of Bishop's University with a degree in Business Administration – majoring in finance. He joined CIBC Wood Gundy in 1983 as an Investment Advisor. Stan is currently licensed in Quebec, Ontario, New Brunswick, Nova Scotia, Alberta, and British Columbia.

Experience has taught Stan that there is no substitute for a disciplined investment process, which focuses on long-term strategic asset allocation. By clearly understanding all of his clients' needs, he will look to reduce the risks in their current investment plans by utilizing proper asset allocation and the strength of professional money managers, which, in turn, help create diversified and personalized financial solutions.

For Stan and his team, the commitment to providing superior client service and open communication is of paramount importance. Clients can be assured their portfolios are constantly monitored and reviewed on a regular basis.

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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Our Team

 
Sabrina Bandiera

Sabrina Bandiera

Administrative Assistant
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Kenneth Jardin

Administrative Assistant
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Rojas-Jardin

Kenneth Rojas-Jardin

Investment Advisor Assistant
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Stan Gill

Stan Gill

Portfolio Manager
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Valentino Zardo

Valentino Zardo

Administrative Associate
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Angela Cerasuolo

Angela Cerasuolo

Financial Associate
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Sabrina Bandiera

Sabrina Bandiera

Administrative Assistant
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Kenneth Jardin

Administrative Assistant
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Rojas-Jardin

Kenneth Rojas-Jardin

Investment Advisor Assistant
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Our approach

Our approach to investment planning also extends to our distinctive approach; we are committed to building client relationships for life.

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Portfolio management

Discretionary Portfolio Management is a form of investment management where day-to-day trading decisions are transferred to a licensed Portfolio Manager.

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Contact us

Address

Gill Financial Group Address
1 Place Ville Marie
Suite 4125
Montreal, QC H3B 3P9
Telephone number: (514) 392-7654

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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.