Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
  • Français
Français
  • Home
  • About us
    • Meet the team
    • Our partners
    • Testimonials
  • Integrated wealth offer
  • Services
  • Market insights
  • Community
  • Contact us
  • Blog
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Rosenmeier Wealth Management

  • Home
  • About us
    • Meet the team
    • Our partners
    • Testimonials
  • Integrated wealth offer
  • Services
  • Market insights
  • Community
  • Contact us

Our partners

Address 1 Place Ville Marie Suite 4125 Montreal QC, H3B 3P9
Telephone Number (514) 392-7681
Email Email us
Email Email
Telephone Number Tel

Our partners

CIBC Mid-Market Investment Banking

 

Founded in 1990, CIBC Mid-Market Investment Banking is one of Canada’s leading mergers and acquisitions advisory firms. Our team provides advisory and capital-raising services to private companies valued over $10 million. Through over 30 years and hundreds of closed transactions, our mission has always been to deliver superior outcomes and provide our clients with the highest caliber of senior-level expertise.

 

To learn more, visit their website.

 
Previous Next
Lucie Belair

Lucie Belair, MBA

Senior Private Banking advisor

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.

Nahil Mustapha

Nahil Mustapha, LLB

Senior Trust and Estate Consultant

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.

Mireille Rakotonjanahary

Mireille Rakotonjanahary, F.Pl., MBA, BA

Estate Planning Specialist

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.

David Sam

David Sam, Pl. Fin

Financial Planning Specialist

David holds a B.B.A. from HEC Montreal and has held the IQPF Financial Planner designation since 2009. He is currently working towards obtaining the Trust & Estate Practitioner designation from S.T.E.P. Canada. He has worked as a financial planner for high net worth clients for more than 10 years and has also acted as an expert advisor in financial planning for his peers for 4 years.

 

David's approach is focused on each client's unique needs and goals. David will develop a personalized financial plan to help clients make the best possible decisions during their life's events. He will also provide recommendations to optimize the client's financial situation.

Nahil Mustapha

Nahil Mustapha, LLB

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Mireille Rakotonjanahary

Mireille Rakotonjanahary, F.Pl., MBA, BA

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

David Sam

David Sam, Pl. Fin

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

David holds a B.B.A. from HEC Montreal and has held the IQPF Financial Planner designation since 2009. He is currently working towards obtaining the Trust & Estate Practitioner designation from S.T.E.P. Canada. He has worked as a financial planner for high net worth clients for more than 10 years and has also acted as an expert advisor in financial planning for his peers for 4 years.

 

David's approach is focused on each client's unique needs and goals. David will develop a personalized financial plan to help clients make the best possible decisions during their life's events. He will also provide recommendations to optimize the client's financial situation.

Lucie Belair

Lucie Belair, MBA

Senior Private Banking advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Nahil Mustapha

Nahil Mustapha, LLB

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Mireille Rakotonjanahary

Mireille Rakotonjanahary, F.Pl., MBA, BA

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

David Sam

David Sam, Pl. Fin

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

David holds a B.B.A. from HEC Montreal and has held the IQPF Financial Planner designation since 2009. He is currently working towards obtaining the Trust & Estate Practitioner designation from S.T.E.P. Canada. He has worked as a financial planner for high net worth clients for more than 10 years and has also acted as an expert advisor in financial planning for his peers for 4 years.

 

David's approach is focused on each client's unique needs and goals. David will develop a personalized financial plan to help clients make the best possible decisions during their life's events. He will also provide recommendations to optimize the client's financial situation.

Lucie Belair

Lucie Belair, MBA

Senior Private Banking advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Nahil Mustapha

Nahil Mustapha, LLB

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.