For over 30 years Richard Sauvé has been delivering a disciplined long-term wealth management approach focused on capital preservation for his clients. He holds a Bachelor of Science and an MBA in International Finance from McGill University, where he was also played for the McGill Redmen varsity hockey team. Richard specializes in discretionary portfolio management, retirement planning, and estate planning, catering to both individuals and corporations with a focus on long-term wealth management strategies. Richard holds the Chartered Investment Management (CIM) designation. Richard and his team are one of the major sponsors of the Canadian Tire Jumpstart Foundation. Richard and his family are also sponsors of the Montreal General Hospital Foundation. Richard lives in the Town of Mount Royal with his wife and daughter. They spend much of their free time at their cottage in Tremblant.

“ I believe that successful investing begins with developing a personalized relationship between advisor and client. My number one priority is working one to one with each client in order to help them achieve their financial goals. I help my clients create a long-term financial strategy that custom fits their goals and investment style. As market conditions change, I can provide my clients with meaningful insight and solutions, to ensure they continue to be in the best financial position possible.” – Richard

Jeffrey's tenure at CIBC Private Wealth began in 2004, marking the start of his journey towards achieving excellence within the financial industry. Over the years, he has developed a profound understanding of market dynamics and their impact on investment portfolios. Jeffrey's approach is distinguished by his strong belief in collaborating closely with his clients. By forging strong partnerships and gaining deep insights into their financial aspirations and challenges, he is able to deliver highly effective wealth management solutions. This client-centric approach ensures that Jeffrey's strategies are not only informed by market conditions but also tailored to meet the specific needs and goals of each individual client.

“ I believe that successful investing is a result of process and recognition of the fact that portfolios need to be based on a solid foundation of due diligence and asset allocation yet flexible enough to provide for changes in ones needs. All investment decisions must recognize and respect the importance of the client’s assets and the role they play in the lives and the lives of their family.” – Jeffrey

Karim embarked on his career in 2000 with CIBC Private Wealth, where he has cultivated a prosperous and esteemed practice. His success is grounded in his comprehensive understanding, attentive listening, professionalism, and unwavering commitment to meeting the distinctive financial requirements of his clients, both individuals, corporations and Foundations. Throughout his career, Karim has concentrated on financial and corporate planning, estate planning, and retirement planning, employing a distinctive approach that integrates discretionary asset management. This method allows him to tailor strategies that align closely with his clients' specific goals and circumstances.

“ I believe that a long-term view coupled with a well-diversified portfolio based on proper asset allocation is vital for investing in any kind of market place or condition. I am committed to understanding your personal or corporate needs & goals, work with you on a one-to-one basis, and deliver the ideal strategy for your portfolio. Together we can best position your investments to reach your ultimate objectives.” – Karim

Gianluca began his career at CIBC Wood Gundy in 2021 after graduating from the John Molson School of Business with a major in Finance. Throughout his tenure, he has broadened his knowledge in the investment industry and earned his CIM designation. He is committed to delivering customized wealth management solutions for his clients. In his free time, Gianluca enjoys spending quality time with friends and family and is an avid golfer.

With over 27 years at CIBC Private Wealth, his depth of knowledge and commitment to client service is of the highest level. When Domenic is not keeping the team running on all cylinders, he enjoys spending time with his family, fishing and gardening.

Shana began her career at CIBC Wood Gundy in 2024. She earned a Bachelor’s degree in finance and marketing in 2022 during which she completed internships in various industries ranging from retail to real estate. She joined L’Oréal Group, the world’s largest beauty brand, right after her university studies where she worked as a project manager. Having always been passionate about markets and investments, Shana is currently working towards a transition to becoming an associate investment advisor.

Melissa began her career on the banking side at prominent Canadian banks, making the transition to private wealth in 2022. Melissa's commitment to client communication and document management keeps the team running at full capacity.