Benoit Lussier, FCSI, CIM, FMA, RRC
With 20 years of experience in financial services, Benoit will give you perfect advice based on your unique circumstances.
Much like a conductor, he directs the overall management of his clients’ wealth and offers them comprehensive integrated solutions and strategies, drawing on the expertise of his CIBC Wood Gundy partners. He builds customized portfolios for each one of his clients, using a rigorous approach aimed at long-term capital growth and preservation.
Friendly and caring, Benoit is fully attuned to his clients’ concerns. He makes sure to speak their language, making even the most complex financial notions easy to understand. This nature lover likes to take the long view and is committed to building lasting relationships with his clients while supporting them through their major life stages. He is an empathetic advisor who likes seeing others succeed and who is actively involved in his community.
Benoit holds the title of Fellow of the Canadian Securities Institute (FCSI), the industry’s highest designation in Canada.
Maxime Perrier, Pl. Fin, CIM
Maxime is Benoit’s right-hand man. He has a reassuring, conscientious demeanour and is fully committed to his clients’ financial success. As a financial planner, he develops efficient custom strategies to help you achieve your goals while ensuring you have peace of mind.
Maxime holds a Bachelor of Business Administration with a specialization in finance, and he puts all his energy and skills in serving his clients’ best interests.
Maxime is curious and open-minded; he is always eager to learn something new. Outside of work, he plays different sports and is constantly exploring new horizons.
Jenny Berube
Jenny is in charge of customer service and administrative services.
Cheerful and reliable, she will be your first point of contact with our team. She is prompt and efficient in answering administrative requests and questions, such as personal information updates, changes of address, accounts opening, account statements, online access to accounts, tax documents, deposit requests, withdrawals and transfers, etc.
Jenny is very proactive and is a master at providing exceptional customer service. She has over 25 years of experience with CIBC Wood Gundy and has completed the Canadian Securities Course.
Alessandro Vila-DellAquilla
Alessandro is the newest addition to the Benoit Lussier Financial Group. As an Administrative Assistant, Alessandro will assist with clerical requests such as, opening accounts, changes of address, account statements, online access to accounts, tax documents, deposit requests, withdrawals, transfers, and more. With extensive experience from his family’s business, Alessandro takes pride in providing the best possible customer service.
It was during his studies that Alessandro discovered his passion for finance. He graduated from Concordia University, where he completed his Undergraduate degree and his Graduate Diploma in Business Administration. He has also completed the certification for trading securities with CIRO and is dedicated to furthering his education in the field of wealth management