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.

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.

I have over 23 years of experience in the financial services sector. I provide customized advice and direction on complex issues such as retirement, tax, and estate planning. My experience allows me to quickly size up a client's needs and provide elaborate financial plans. As an accrediated professional, I earned my undergraduate degree in economics at Concordia University. I have both the Certified Financial Planner (CFP) and the Financial Planner (IQPF) designations, as well as the Registered Life Underwriter (R.L.U.) designation.

Michel is a Financial Planner and has been involved in the financial services industry for the past 28 years having worked at different positions for banks, insurance companies and investment management firms.

For the past 20 years, Michel has been specifically involved in providing strategies for high net worth families to improve their tax, financial and estate situation.

His financial planning experience range from working with high net worth families to business owners and incorporated professionals.

Hélène holds an LL.L from Université de Montréal and a Graduate Diploma in Taxation from the University of Sherbrooke. She is a member of the Québec Bar. She obtained her IQPF certification as a Financial Planner in 1997. She is actively involved in a number of professional associations relating to financial and tax planning. She has been chair of the STEP Canada Montreal chapter for the years 2012-2014. She was also a member of the Board of Directors of the APFF from 2004-2012. She is a member and a regular speaker at annual conferences and training seminars of the APFF (Fiscal and Financial Planners Association), the Society for Trust and Estate Practitioner (STEP), the Conference for Advances Life Underwriting (CALU), and the Institut québecois de planification financière (IQPF). She also contributes to various professional publications and magazines dealing with technical taxation and financial planning issues.

Christian specializes in retirement and estate planning and has been a financial security advisor since 1991. His services are an integral part of the personal and comprehensive planning services offered through our team. Christian has specialized expertise designed to help you in the area of individual and corporate taxation, tax-efficient financial planning and insurance and annuities.

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.

Jessica specializes in retirement and estate planning. Her services are an integral part of the personal and comprehensive planning services offered through Our team.  She has specialized expertise designed to help you in the areas of individual and corporate taxation, tax-efficient financial planning and insurance and annuities. Jessica has a Bachelor's Degree in Business Administration and a certificate in financial planning. She also holds  the Financial Planning designation in Quebec.

As a CIBC Senior Private Banking Advisor, Lucie believes a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.

Lucie and her associate work closely with colleagues from across the CIBC Group of Companies to provide answers to clients’ immediate questions and recommendations on how to best position their financial resources for the future.

Lucie offers highly personalized, proactive attention, along with timely, professional and reactive services.

As lawyer and mediator, Mrs. Abou-Nassif possess a seasoned background in civil law, particularly in the areas of protection of persons of full age, estates and trusts.

As Senior Trust and Estate Consultant, she helps clients with their estate planning, guides them through CIBC Trust services to meet their needs and collaborates with the professional of their choice in the preparation of mandates and wills. The client’s peace of mind is her core priority.

Barb's role is to provide clients with convenience, flexibility and peace of mind through the services and solutions that she offers. She provides clients with ideas and options in building, preserving and transferring their wealth. With an integrated approach, our experienced Private Wealth team works closely with our clients and their advisors.

Together, Barb and her team tailor financial strategies that enable our clients and their families to be in a position to benefit from a full range of customized and sound financial solutions. These solutions can help them grow their wealth and assets, expand their asset classes, protect and reduce risk to their assets, and plan for a tax-efficient wealth transfer to the next generation or a charity. With our CIBC Private Banking team, our clients get the expertise, commitment, and personal touch they deserve.

25 years of experience in finance

Bachelor of Commerce (B. Comm.)

Fluent: English and French

Philippe heads the Quebec MMIB practice at CIBC, where he is responsible to source and execute divestiture, acquisition and private placement mandates for mid-market companies located between Ottawa and Newfoundland

Philippe has over 22 years of mid-market M&A and corporate finance experience at CIBC, and has been involved in structuring and executing more than 100 Canadian and cross-border M&A and capital raising for private mid-market companies.

Prior to joining CIBC, he was at a leading independent economic publication firm where he was responsible for providing investment research on the G-10 countries. Philippe holds a Bachelor of Commerce degree from Concordia University with Distinction and is a CFA charterholder.

As a Senior Private Banking Advisor, I believe a key part of my role is to provide my clients and their family with convenience, flexibility and peace of mind through the services I provide and the financial solutions I offer. 

I start by understanding the financial goals of my clients, whether in terms of cash and credit management, investments or planning, and develop services customized to their unique needs. 

My Associate and I offer highly personalized, proactive attention, along with timely, professional and reactive services.