Stephen Mirarchi
Senior Portfolio Manager
Stephen has been providing financial advice to affluent individuals since 1997. He holds the Portfolio Manager designation which requires the successful completion of industry courses, a number of years of experience in the industry, and registration with the Canadian Investment Regulatory Organization (CIRO).
Searching out great investment ideas is easy. Knowing which investments are right for you is the hard part. As a Portfolio Manager, Stephen handles your investment on a discretionary basis which eliminates the need for calls on every trade — relieving you from day-to-day trading decisions. His asset allocation strategy ensures optimal asset allocation by selecting investments from various classes including stocks, bonds, commodities, options and structured products.
Stephen's advisory services are fashioned on key guiding principles including transparency, teamwork, and service. In fact, he makes it a priority to keep his clients informed so that they understand and are comfortable with any financial decisions. He has a reputation for "telling it like it is", incorporating clear communication with no hidden messages.
His expertise is supported by the collective resources of the CIBC group of companies. This allows him and his team to leverage a variety of products and services to help create a comprehensive wealth management solution tailor made for you.
As a new client you can expect superior service, peace of mind, and integrity.
Suzanne Robitaille
Client Associate
With over 20 years of experience in wealth management client service, Suzanne is responsible for ensuring your experience as a client is a pleasant one. She is committed to make certain that every facet of your service request is met in an effective and timely manner. Suzanne handles all administrative requests and operational concerns.
Alexandre Ribeiro, CIM
Client Associate
Alexandre graduated from University of Ottawa with a Bachelor of Arts in Translation and a Minor in Linguistics. He has been in the financial industry since 2017 and earned his Chartered Investment Manager designation in 2022. Diligent and dedicated, he always strives to provide the best results and put his clients and his team in the most adequate position possible. On the personal side, Alexandre wears many hats: husband and father, history nerd and philosophy afficionado, occasional writer/poet and graphic artist, and calisthenics amateur.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Benjamin Tal
Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Hélène Marquis
Hélène holds an LL.L from Université de Montréal and a Graduate Diploma in Taxation from the University of Sherbrooke. She is a member of the Québec Bar. She obtained her IQPF certification as a Financial Planner in 1997. She is actively involved in a number of professional associations relating to financial and tax planning. She has been chair of the STEP Canada Montreal chapter for the years 2012-2014. She was also a member of the Board of Directors of the APFF from 2004-2012. She is a member and a regular speaker at annual conferences and training seminars of the APFF (Fiscal and Financial Planners Association), the Society for Trust and Estate Practitioner (STEP), the Conference for Advances Life Underwriting (CALU), and the Institut québecois de planification financière (IQPF). She also contributes to various professional publications and magazines dealing with technical taxation and financial planning issues.
Benjamin Tal
Deputy Chief Economist, CIBC
Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Hélène Marquis
Regional Director, CIBC Wealth Advisory Services
Hélène holds an LL.L from Université de Montréal and a Graduate Diploma in Taxation from the University of Sherbrooke. She is a member of the Québec Bar. She obtained her IQPF certification as a Financial Planner in 1997. She is actively involved in a number of professional associations relating to financial and tax planning. She has been chair of the STEP Canada Montreal chapter for the years 2012-2014. She was also a member of the Board of Directors of the APFF from 2004-2012. She is a member and a regular speaker at annual conferences and training seminars of the APFF (Fiscal and Financial Planners Association), the Society for Trust and Estate Practitioner (STEP), the Conference for Advances Life Underwriting (CALU), and the Institut québecois de planification financière (IQPF). She also contributes to various professional publications and magazines dealing with technical taxation and financial planning issues.
Christian Masse
Financial Security Advisor
Christian specializes in retirement and estate planning and has been a financial security advisor since 1991. His services are an integral part of the personal and comprehensive planning services offered through our team. Christian has specialized expertise designed to help you in the area of individual and corporate taxation, tax-efficient financial planning and insurance and annuities.
Tyran Morris
Investment Advisor
Tyran has responsibility for all independent business in Greater Montreal and Western Quebec. He and his team deliver a full range of products, services and advisory solutions to companies in the region ensuring they are well equipped to compete regionally and internationally.
Tyran Joined CIBC in 2014 after more than 30 years of commercial banking experience with TD Bank, Republic National Bank of New York and HSBC Bank.
Avery Shenfeld, PhD
Managing Director & Chief Economist, CIBC Capital Markets
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
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.