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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Sorelle Passo

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About Us

About Us

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Investment Advisor Sorelle Passo

Sorelle Passo, Pl. Fin

Investment Advisor

(514) 392-5962
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Sorelle.Passo@cibc.com
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When asked what is her unique value proposition, here is what she says:

 

"I manage investments for the people who entrust me with their hard earned money. By asking the right questions to the individuals and families that I meet, I discover what their financial goals are and carefully select the appropriate securities to help build a portfolio proposal tailored to their needs. Because my passion is to help investors gain, maintain and build wealth, I am always available to them.

I make a point of keeping up to date knowledge to stay in the position to guide and inform my clients better. I have established a well defined investment strategy to insure an organized and structured investment process and most importantly monitoring, reviewing and adjusting strategies on an ongoing basis."

 

Sorelle Passo is a Financial Planner and is currently completing a Chartered financial analyst designation (CFA), one of the most prestigious financial designation.

She began her career in the insurance industry and then spent over 5 years in the private banking industry where she was advising clients on investments and banking needs.

With over eight years of experience in the financial industry under her belt, Sorelle believes in a holistic approach to wealth management which incorporates retirement income needs, tax planning, investment management, risk management and estate and legacy planning to help her client achieve their unique objectives.

Sorelle believes in the power of honesty and transparency and conduct her affairs with the highest integrity.

 

She is the proud mom of a large breed Bernese mountain dog (Bouvier Bernois) called Nitchy and loves hiking, and is looking forward to hiking with her.

 

Sorelle is a continuous learner and she is currently learning a new language (Japanese)  to feed her passion for culture, cuisine and for future travel experiences.

Our partners

We partner with CIBC experts to help address all of your wealth needs.

Nahil Mustapha

Nahil Mustapha, LLB

Senior Trust and Estate Consultant

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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.

David Sam

David Sam, Pl. Fin

Financial Planning Specialist

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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.

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Daniel Caron, F.Pl.

Senior Private Banking Advisor

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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. 

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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.