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

Stephen Caplan

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Our team

About Wood Gundy

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CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in more than 100 locations across the country, we continue to provide clients with our expertise and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

Stephen Caplan

Stephen Caplan

Senior Investment Advisor

Email: stephen.caplan@cibc.com

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Telephone number: (514) 694-5435

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Daniel Menniti

Daniel Menniti

Administrative Associate

Email: daniel.menniti@cibc.com

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Telephone number: (514) 694-4290

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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Claire Olejniczak

Claire Olejniczak, LLB, LL.M.

Senior Trust and Estate Consultant

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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

Gabrielle Cloutier

Associate Estate Planning Specialist

Financial Security Advisor

(514) 392-0348
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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.

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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.