Stephen Caplan
Senior Investment Advisor
Email: stephen.caplan@cibc.com
Telephone number: (514) 694-5435
Daniel Menniti
Administrative Associate
Email: daniel.menniti@cibc.com
Telephone number: (514) 694-4290
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Claire Olejniczak, LLB, LL.M.
Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application.As a Notary and Senior Trust and Estate consultant, my role is to provide you and your family with confidence and peace of mind in particular by reviewing your legal documents and of offering you advice on your situation. We will be able to provide you with solutions to relieve you and your family in the event of death or incapacity. You can appoint CIBC Trust Company as Liquidator, Mandatary to the property or Trustee in your legal documents. You can also delegate your role as liquidator, mandatary to the property or trustee to CIBC Trust Company.
Gabrielle Cloutier
Associate Estate Planning Specialist
Financial Security Advisor
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.
