Nabil Jlidi is a Financial Planner, who joined CIBC in 2004. His experience in the financial services industry servicing affluent clients dates back to 1998. Nabil holds a Master of Science in Economy from the Université de Montréal, a certificate in financial planning and a certificate in finance from HEC Montréal. Since 2003, Nabil also holds the Financial Planner designation with the Institut Québécois de Planification Financière (IQPF).

Nabil concentrates on the financial planning needs of affluent and high-net-worth families, small-mid sized businesses and those seeking retirement and taxation planning.

In his role as Wealth Strategist, Marco will work closely with you and your trusted advisors to create a financial plan that reflects your priorities and focuses on helping you achieve the goals you have set for yourself, your family and your future.

Marco joined the financial services industry in 1992 and has held various positions in financial planning, private investment counsel and investment administration. Marco holds his financial planning designation issued by the IQPF, is a Chartered Investment Manager (CIM) and has a Bachelor of Commerce from Concordia University.

Paule is an experienced financial professional with over 24 years of experience in the financial service industry. Her extensive experience in the financial field has allowed her to develop a leading expertise in investments, insurance and financial planning. Ms. Denoncourt has earned a degree in Business Administration, specialization in Finance, from the University of Quebec in Montreal (UQAM). She holds a Financial Planning designation with the Institut québecois de planification financière (IQPF). She has completed the course relative to personal insurance as well as her Canadian Securities Course. Ms. Denoncourt has also completed courses related to Law, Tax & Estate Planning. Ms. Denoncourt is able to provide a range of strategies that may assist you with asset growth, wealth transfer, and tax minimization to grow and preserve your wealth for the future.

Mark has over 7 years of experience in financial services. His passion is helping clients build a sound and comprehensive plan that meets their financial and life goals. He is committed to serving his clients by prioritizing their best interest and by offering high-quality advice through life-long learning in wealth management. He has completed both undergraduate and graduate studies at McGill University, is a member of the Order of Financial Planners in Quebec (IQPF) and has earned a specialization in the insurance of persons (LLQP). He is currently pursuing the CFA designation as a level 2 candidate, which is the highest professional standard in portfolio management.

Vanessa is a dedicated Financial Planner who has helped numerous clients successfully navigate complex financial landscapes. As an accredited Financial Planner, she specializes in developing tailored strategies that help clients achieve their unique financial objectives through comprehensive planning and wealth management.
Vanessa is committed to building long-term relationships grounded in trust, transparency, and a deep understanding of each client’s needs. She takes pride in supporting clients at every stage of life, whether they are preparing for retirement, funding education, or managing intergenerational wealth transfers.
Vanessa holds a Bachelor’s degree in Economics and Politics from the University of Montreal, as well as her professional designation from the Institute of Financial Planning (IPF). Her dedication to her role is evident in the meaningful partnerships she creates and the positive outcomes she helps clients realize at CIBC.

Nahil's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Nahil has the expertise to execute or assist others to execute that role effectively and efficiently. Nahil joined CIBC in 2016 and has a Bachelor of Law and a Diploma of Notarial Law.

As the Director and Lead of Estate Planning and Philanthropy at CIBC, Kate specializes in assisting ultra-high-net-worth individuals and families in crafting meaningful and effective estate plans and charitable gifts. Leveraging her extensive knowledge in estates, trusts, and charitable law, she assists clients in exploring strategies that facilitate seemless transitions and enhance tax efficiency. Kate is dedicated to helping families identify and prioritize the charitable causes that resonate with them, while also facilitating the communication of their values to future generations. She takes great pleasure in sharing her insights on topics such as wills, powers of attorney, charitable gifts, philanthropy, donor-advised funds, and private foundations.

Kate is a lawyer called to the Bar in Ontario and holds the Certified Financial Planner (CFP) designation. With 16 years of experience practicing law at a national law firm prior to joining CIBC, she has been recognized for her expertise by the Canadian Legal Lexpert Directory and Best Lawyers in Canada. Kate frequently writes and speaks on estate planning and charity and non-profit issues.

Martin Goulet is part of the CIBC Private Wealth team. He is an experienced estate planning specialist with a strong expertise in life and health insurance. Martin’s training as a Chartered Professional Accountant and as a Financial Planner allows him to analyze the complex aspects of our clients' financial situation.

Martin started his professional career in a large global accounting firm where he served as an auditor and then as a tax advisor in the firm’s Quebec City and Toronto offices. He has been working as a financial security advisor since 2000.

During his career, Martin delivered several conferences and training sessions on the subject of personal finances, most notably in conjunction with activities organized through the Ordre des CPA du Québec, the Association de planification fiscale et financière and the Centre québécois de formation en fiscalité. Over the past few years, he also gave many training sessions for employees or clients of accounting firms.

Creating peace of mind for clients drives Mireille’s business philosophy. Her role is to outline solutions to affluent investors who are concerned about the growth and the preservation of their estate legacy and whose complex estate and tax planning needs demand clear and sound strategies. Mireille’s unique process ensures clients are comfortable with their estate planning solutions and are in line with their unique goals and objectives. She has been working in the area of financial and estate planning since 2001.

Jacinthe Marquis helps ultra-high-net-worth families define
and implement their vision of their wealth, family and community. She supports them in estate planning,
business succession, philanthropy and wealth protection.
With many years of experience in cross-border taxation, Jacinthe also helps families navigate the tax issues related to dual citizenship and the acquisition, management
and transfer of wealth on both sides of the border during their lifetime and upon death.

Jacinthe began her career as a tax professional. For a few years now, she has been expanding her horizons to support clients in managing their wealth and achieving their mission—for themselves, their community and future generations.

Jacinthe is a member of STEP. She is known for her authenticity and ability to provide practical and accessible advice in both English and French.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

Nabil Jlidi is a Financial Planner, who joined CIBC in 2004. His experience in the financial services industry servicing affluent clients dates back to 1998. Nabil holds a Master of Science in Economy from the Université de Montréal, a certificate in financial planning and a certificate in finance from HEC Montréal. Since 2003, Nabil also holds the Financial Planner designation with the Institut Québécois de Planification Financière (IQPF).

Nabil concentrates on the financial planning needs of affluent and high-net-worth families, small-mid sized businesses and those seeking retirement and taxation planning.

In his role as Wealth Strategist, Marco will work closely with you and your trusted advisors to create a financial plan that reflects your priorities and focuses on helping you achieve the goals you have set for yourself, your family and your future.

Marco joined the financial services industry in 1992 and has held various positions in financial planning, private investment counsel and investment administration. Marco holds his financial planning designation issued by the IQPF, is a Chartered Investment Manager (CIM) and has a Bachelor of Commerce from Concordia University.

Paule is an experienced financial professional with over 24 years of experience in the financial service industry. Her extensive experience in the financial field has allowed her to develop a leading expertise in investments, insurance and financial planning. Ms. Denoncourt has earned a degree in Business Administration, specialization in Finance, from the University of Quebec in Montreal (UQAM). She holds a Financial Planning designation with the Institut québecois de planification financière (IQPF). She has completed the course relative to personal insurance as well as her Canadian Securities Course. Ms. Denoncourt has also completed courses related to Law, Tax & Estate Planning. Ms. Denoncourt is able to provide a range of strategies that may assist you with asset growth, wealth transfer, and tax minimization to grow and preserve your wealth for the future.

Nahil's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Nahil has the expertise to execute or assist others to execute that role effectively and efficiently. Nahil joined CIBC in 2016 and has a Bachelor of Law and a Diploma of Notarial Law.

As the Director and Lead of Estate Planning and Philanthropy at CIBC, Kate specializes in assisting ultra-high-net-worth individuals and families in crafting meaningful and effective estate plans and charitable gifts. Leveraging her extensive knowledge in estates, trusts, and charitable law, she assists clients in exploring strategies that facilitate seemless transitions and enhance tax efficiency. Kate is dedicated to helping families identify and prioritize the charitable causes that resonate with them, while also facilitating the communication of their values to future generations. She takes great pleasure in sharing her insights on topics such as wills, powers of attorney, charitable gifts, philanthropy, donor-advised funds, and private foundations.

Kate is a lawyer called to the Bar in Ontario and holds the Certified Financial Planner (CFP) designation. With 16 years of experience practicing law at a national law firm prior to joining CIBC, she has been recognized for her expertise by the Canadian Legal Lexpert Directory and Best Lawyers in Canada. Kate frequently writes and speaks on estate planning and charity and non-profit issues.

Martin Goulet is part of the CIBC Private Wealth team. He is an experienced estate planning specialist with a strong expertise in life and health insurance. Martin’s training as a Chartered Professional Accountant and as a Financial Planner allows him to analyze the complex aspects of our clients' financial situation.

Martin started his professional career in a large global accounting firm where he served as an auditor and then as a tax advisor in the firm’s Quebec City and Toronto offices. He has been working as a financial security advisor since 2000.

During his career, Martin delivered several conferences and training sessions on the subject of personal finances, most notably in conjunction with activities organized through the Ordre des CPA du Québec, the Association de planification fiscale et financière and the Centre québécois de formation en fiscalité. Over the past few years, he also gave many training sessions for employees or clients of accounting firms.

Creating peace of mind for clients drives Mireille’s business philosophy. Her role is to outline solutions to affluent investors who are concerned about the growth and the preservation of their estate legacy and whose complex estate and tax planning needs demand clear and sound strategies. Mireille’s unique process ensures clients are comfortable with their estate planning solutions and are in line with their unique goals and objectives. She has been working in the area of financial and estate planning since 2001.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

Vanessa is a dedicated Financial Planner who has helped numerous clients successfully navigate complex financial landscapes. As an accredited Financial Planner, she specializes in developing tailored strategies that help clients achieve their unique financial objectives through comprehensive planning and wealth management.
Vanessa is committed to building long-term relationships grounded in trust, transparency, and a deep understanding of each client’s needs. She takes pride in supporting clients at every stage of life, whether they are preparing for retirement, funding education, or managing intergenerational wealth transfers.
Vanessa holds a Bachelor’s degree in Economics and Politics from the University of Montreal, as well as her professional designation from the Institute of Financial Planning (IPF). Her dedication to her role is evident in the meaningful partnerships she creates and the positive outcomes she helps clients realize at CIBC.