Patrick Moreault, B.B.A., LLB
Investment Advisor
Patrick brings a wealth of experience to this role. After graduating from Université de Montreal in Law and in Business Administration, he quickly found a passion for investing and joined the industry in 1999, servicing his clients ever since.
As an Investment Advisor, he is able to combine his diverse background with the strength and resources of CIBC Wood Gundy. Additionally, Patrick has his options license, which enables him to employ hedging strategies in the portfolio and is also able to offer a full range of financial services including professional investment advice, retirement planning, estate planning, and tax planning strategies to help grow your wealth.
On a personal note, Patrick is a strong supporter of The Lighthouse, Children and Families foundation, which is a non-profit organization that contributes to the well-being of children whose lives are threatened by illnesses that require complex treatment, and provides respite and support to their families.
Walid Saoumaa, B.B.A.
Investment Advisor
Walid prides himself on integrity and providing exceptional service. With over 30 years of experience, Walid holds a Bachelor of Business Administration degree with a major in finance. He also has his options license providing him with the knowledge to implement strategies tailored to your individual needs. On top of having extensive experience in the markets, Walid also speaks English, French, Arabic and Spanish.
Eric Friedman, B.Comm.
Client Associate
After graduating with honors from McGill in finance, Eric quickly joined the team and provides a new perspective on the markets. He is involved in the portfolio selection process and is also responsible for financial analysis and the preparation of wealth management reviews for our clients. Eric is fully options and derivatives licensed.
Maria Teixeira
Administrative Assistant
Maria has over 20 years of experience in the financial industry. Dedicated to providing top-quality service, she is always ready to assist clients with any questions or queries concerning their accounts and all general account inquiries such as transfers, wires, on-line access, statement duplicates etc. She is the first point of contact within our team.
Patrick Moreault, B.B.A., LLB
Patrick brings a wealth of experience to this role. After graduating from Université de Montreal in Law and in Business Administration, he quickly found a passion for investing and joined the industry in 1999, servicing his clients ever since.
As an Investment Advisor, he is able to combine his diverse background with the strength and resources of CIBC Wood Gundy. Additionally, Patrick has his options license, which enables him to employ hedging strategies in the portfolio and is also able to offer a full range of financial services including professional investment advice, retirement planning, estate planning, and tax planning strategies to help grow your wealth.
On a personal note, Patrick is a strong supporter of The Lighthouse, Children and Families foundation, which is a non-profit organization that contributes to the well-being of children whose lives are threatened by illnesses that require complex treatment, and provides respite and support to their families.
Walid Saoumaa, B.B.A.
Walid prides himself on integrity and providing exceptional service. With over 30 years of experience, Walid holds a Bachelor of Business Administration degree with a major in finance. He also has his options license providing him with the knowledge to implement strategies tailored to your individual needs. On top of having extensive experience in the markets, Walid also speaks English, French, Arabic and Spanish.
Eric Friedman, B.Comm.
After graduating with honors from McGill in finance, Eric quickly joined the team and provides a new perspective on the markets. He is involved in the portfolio selection process and is also responsible for financial analysis and the preparation of wealth management reviews for our clients. Eric is fully options and derivatives licensed.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Nabil Jlidi, M.Sc., Pl. Fin
Financial Planner
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.
Nabil Jlidi, M.Sc., Pl. Fin
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.