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, 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, 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, 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.
Lucie Belair, MBA
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, LLB
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, F.Pl., MBA, BA
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, Pl. Fin
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.