Bernard is a graduate of Laval University in Business Administration and a member of the Order of Chartered Accountants of Quebec. He obtained his title of Portfolio Manager in 2017. As an Investment Advisor, Bernard has built over the past twenty years a large clientele made up of individuals, corporations and charities. Bernard appreciates the connection with his clients. He spends time to get to know them personally to come up with solutions that meet their needs and desires.

He was part of the board of directors of Maison Michel Sarrazin for more than 15 years, notably holding the position of treasurer.

Bernard obtained the title of Chartered Investment Manager (CIM®).

David holds a Bachelor of Business Administration from Laval University and a Master of Science in Financial Engineering from HEC Montreal.

Before joining the CIBC Wood Gundy team in 2012, he was a Senior Market Risk Management Analyst for the treasury of a large Canadian bank. In recent years, he has acquired excellent portfolio management and risk management expertise, both in equities and in fixed income and derivative products. David collaborates with the team in the creation of personalized portfolios for each of the clients.

Félix holds a bachelor’s degree in Finance and Business Economics from Canisius University, graduating magna cum laude. A former NCAA Division I baseball player and team captain, he brings leadership, discipline, and strong work ethic to his role.

Félix was selected to participate in the Golden Griffin Fund, a prestigious financial analysis and investment management program, Félix gained hands-on experience in financial analysis and investment management. At CIBC Wood Gundy, he combines his academic expertise and practical experience to provide clients with professional, personalized service and a commitment to helping them achieve their financial goals.

Joannie holds a bachelor's degree in Business Administration from Laval University with a specialization in financial services. She assists the team in the administration of investment accounts and customer service. Joannie is a process oriented and very analytical person. She creates detailed and personalized plans that take into account the customers as a person and not just in relation to the figures.

Diane has worked at CIBC Wood Gundy since 1989. Her experience in administration and customer service are valuable assets in our commitment to your financial success. Her years of experience have allowed her to acquire diverse and in-depth knowledge, enabling her to offer a high level of service.