Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
  • Français
Français
  • Home
  • About us
    • Our team
    • Approach
  • Services
  • Market insights
  • Get a second opinion
  • Community
    • Our involvement
    • Events
  • Contact us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Stephen Caplan

  • Home
  • About us
    • Our team
    • Approach
  • Services
  • Market insights
  • Get a second opinion
  • Community
    • Our involvement
    • Events
  • Contact us

Our team

Address 6341 Trans-Canada Highway Suite 120 Pointe-Claire QC, H9R 5A5
Telephone Number (514) 694-5435
Email Email us
Email Email
Telephone Number Tel

About Wood Gundy

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 1,000 advisors in 80 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
Previous Next
stephen.caplan

Stephen Caplan

Senior Investment Advisor

Tel:

(514) 694-5435

Email:

stephen.caplan@cibc.com

Linkedin

stephen.caplan

Stephen Caplan

Senior Investment Advisor
(514) 694-5435
Opens in your telephone provided application.
stephen.caplan​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.
 

Mark Muchantef

Financial Planning Specialist
(438) 368-6132
Opens in your telephone provided application.
Mark.Muchantef@cibc.com
Opens in your email provided application.
Opens in a new tab.

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 3 candidate, which is the highest professional standard in portfolio management

 

Gabrielle Cloutier

Financial Security Advisor, Estate Planning Specialist
(514) 392-0348
Opens in your telephone provided application.
Gabrielle.Cloutier@cibc.com
Opens in your email provided application.
Opens in a new tab.

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.

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.