Daniel Caron, F.Pl.

Senior Private Banking Advisor

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. 

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.

Mark Muchantef, Pl. Fin

Financial Planning Specialist

Mark has over 7 years of experience in financial services. His passion is helping clients build a sound and comprehensive plan that meets their financial and life goals. He is committed to serving his clients by prioritizing their best interest and by offering high-quality advice through life-long learning in wealth management. He has completed both undergraduate and graduate studies at McGill University, is a member of the Order of Financial Planners in Quebec (IQPF) and has earned a specialization in the insurance of persons (LLQP). He is currently pursuing the CFA designation as a level 2 candidate, which is the highest professional standard in portfolio management.