Notre Equipe
Wealth Management Strategies
Together with your other advisors, our team of wealth management strategists guides you through complex tax strategies and ways to structure your estate. <br><br> <ul> <li>Discovery, analysis and best practices</li> <li>Sophisticated wealth planning and structuring</li> <li>Integration of personal and business taxation</li> <li>Estate preservation</li> <li>Insurance advice</li> <li>Cross-border strategies</li> </ul>
CIBC Charles-Bruneau Tour
CIBC's involvement as lead partner of the CIBC Charles-Bruneau Tour has helped further the cause of children with cancer for the past 22 years! The CIBC Charles-Bruneau Tour is a cycling event not to be missed. This event raises money in support of the Fondation Charles Bruneau, whose mission is to give Quebec children with cancer the best chances of recovery by financing research and projects in the field of paediatric oncology. In the past 22 y...
Tour CIBC Charles-BruneauInvestment Management
Our team follows a disciplined approach through market cycles, personal milestones and the full evolution of your wealth. We offer many customized options to help you reach your wealth goals <br><br> <ul> <li>Discretionary/Managed portfolios</li> <li>Full-service investment advisory</li> <li>Custom capital markets solutions</li> <li>Monetization of concentrated positions</li> </ul>