Stephen Caplan
Daniel Menniti
Daniel holds a Bachelor degree in Commerce with a major in Finance from he John Molson School of Business at Concordia University. He joined CIBC Wood Gundy in 2025 and is currently working on completing the Canadian Securities Course. His duties on the team are administrative and financial. He will assist clients in managing their portfolios and provide them with the reports and documents as needed.
Gabrielle Cloutier
As an Estate Planning Specialist Associate, Gabrielle advises clients to help them protect and increase their personal and corporate wealth. Her ability to simplify complex concepts and her great organizational skills are highly appreciated by clients and advisors.
Over the past 15 years, Gabrielle has helped numerous high-net-worth families to implement various customized strategies, aimed at tax optimization and maximizing net estate value.
Gabrielle is a graduate of Université Laval with a Bachelor of Business Administration. She is licensed in life insurance, holds the Financial Planner designation and is currently completing her specialized graduate diploma in Taxation.
During her free time, Gabrielle spends time with her family and bakes with her two daughters. She loves to read and gives great importance to physical activity.