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

Stephen Caplan

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Our team

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

 
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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
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stephen.caplan​@cibc.com
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Daniel Menniti

Administrative Assistant
(514) 694-4290
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daniel.menniti@cibc.com
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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

Financial Security Advisor, Estate Planning Specialist
(514) 392-0348
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Gabrielle.Cloutier@cibc.com
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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.

 
 
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 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.