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

The Adair Group

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Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust

Daniela Luzi

Client Associate

Email: daniella.luzi@cibc.ca Opens in your email client
Telephone number: (514) 846-3543Opens in your telephone provided application

Darlene Knott

Client Associate

Email: darlene.knott@cibc.ca Opens in your email client
Telephone number: (514) 846-2961Opens in your telephone provided application

Michelle Boulet

Client Associate

Email: michelle.boulet@cibc.ca Opens in your email client
Telephone number: (514) 846-3690Opens in your telephone provided application

Anton Schlemm, M.B.A., CIM

Portfolio Manager

Email: anton.schlemm@cibc.ca Opens in your email client
Telephone number: (514) 846-3547Opens in your telephone provided application

David Brodeur, CIM

Portfolio Manager

Email: david.brodeur@cibc.ca Opens in your email client
Telephone number: (514) 846-3675Opens in your telephone provided application

Daniela Luzi

Client Associate

Email: daniella.luzi@cibc.ca Opens in your email client
Telephone number: (514) 846-3543Opens in your telephone provided application

Darlene Knott

Client Associate

Email: darlene.knott@cibc.ca Opens in your email client
Telephone number: (514) 846-2961Opens in your telephone provided application

Michelle Boulet

Client Associate

Email: michelle.boulet@cibc.ca Opens in your email client
Telephone number: (514) 846-3690Opens in your telephone provided application

Anton Schlemm, M.B.A., CIM

Portfolio Manager

Email: anton.schlemm@cibc.ca Opens in your email client
Telephone number: (514) 846-3547Opens in your telephone provided application

Contact us

Address

The Adair Group Address
1250, René-Lévesque West Blvd.
Suite 3100
Montreal, QC H3B 4W8
Telephone number: (514) 846-3675
Toll-free: 1 (800) 361-2773
Fax: (514) 846-3574

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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.