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

Walter Valentini

  • Home
  • About Us
    • Meet the Team
    • Our Partners
  • Services
    • Tax and Estate Planning
    • Synergistic Approach
    • Integrated Approach
    • Investment Consulting Service (ICS)
    • Investment Consulting Service
  • Our Strategies
  • Strategies
  • Market Insight
  • Community
 

Our Partners

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Our Partners

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Marco Leccese

Marco Leccese, CIM, F.Pl.

Wealth Strategist
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In his role as Wealth Strategist, Marco will work closely with you and your trusted advisors to create a financial plan that reflects your priorities and focuses on helping you achieve the goals you have set for yourself, your family and your future.

Marco joined the financial services industry in 1992 and has held various positions in financial planning, private investment counsel and investment administration. Marco holds his financial planning designation issued by the IQPF, is a Chartered Investment Manager (CIM) and has a Bachelor of Commerce from Concordia University.

Mark Muchantef

Mark Muchantef, Pl. Fin

Financial Planning Specialist
Opens in your telephone provided application. 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 2 candidate, which is the highest professional standard in portfolio management.

Vanessa Waked

Vanessa Waked

Financial Planning Specialist

Tel:

(514) 282-3457
Opens in your telephone provided application.

Email:

Vanessa.waked​@cibc.com
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Vanessa is a dedicated Financial Planner who has helped numerous clients successfully navigate complex financial landscapes. As an accredited Financial Planner, she specializes in developing tailored strategies that help clients achieve their unique financial objectives through comprehensive planning and wealth management.
Vanessa is committed to building long-term relationships grounded in trust, transparency, and a deep understanding of each client’s needs. She takes pride in supporting clients at every stage of life, whether they are preparing for retirement, funding education, or managing intergenerational wealth transfers.
Vanessa holds a Bachelor’s degree in Economics and Politics from the University of Montreal, as well as her professional designation from the Institute of Financial Planning (IPF). Her dedication to her role is evident in the meaningful partnerships she creates and the positive outcomes she helps clients realize at CIBC.

Gabrielle Cloutier

Gabrielle Cloutier

Associate Estate Planning Specialist
Financial Security Advisor

Tel:

(514) 392-0348
Opens in your telephone provided application.

Email:

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.

Nahil Mustapha

Nahil Mustapha, LLB

Senior Trust and Estate Consultant
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Nahil's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Nahil has the expertise to execute or assist others to execute that role effectively and efficiently. Nahil joined CIBC in 2016 and has a Bachelor of Law and a Diploma of Notarial Law.

Marco Leccese

Marco Leccese, CIM, F.Pl.

Wealth Strategist

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

In his role as Wealth Strategist, Marco will work closely with you and your trusted advisors to create a financial plan that reflects your priorities and focuses on helping you achieve the goals you have set for yourself, your family and your future.

Marco joined the financial services industry in 1992 and has held various positions in financial planning, private investment counsel and investment administration. Marco holds his financial planning designation issued by the IQPF, is a Chartered Investment Manager (CIM) and has a Bachelor of Commerce from Concordia University.

Mark Muchantef

Mark Muchantef, Pl. Fin

Financial Planning Specialist

Opens in your telephone provided application. 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 2 candidate, which is the highest professional standard in portfolio management.

Vanessa Waked

Vanessa Waked

Financial Planning Specialist

Tel:

(514) 282-3457

Email:

Vanessa.waked​@cibc.com

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Vanessa is a dedicated Financial Planner who has helped numerous clients successfully navigate complex financial landscapes. As an accredited Financial Planner, she specializes in developing tailored strategies that help clients achieve their unique financial objectives through comprehensive planning and wealth management.
Vanessa is committed to building long-term relationships grounded in trust, transparency, and a deep understanding of each client’s needs. She takes pride in supporting clients at every stage of life, whether they are preparing for retirement, funding education, or managing intergenerational wealth transfers.
Vanessa holds a Bachelor’s degree in Economics and Politics from the University of Montreal, as well as her professional designation from the Institute of Financial Planning (IPF). Her dedication to her role is evident in the meaningful partnerships she creates and the positive outcomes she helps clients realize at CIBC.

Gabrielle Cloutier

Gabrielle Cloutier

Associate Estate Planning Specialist

Financial Security Advisor

Tel:

(514) 392-0348

Email:

gabrielle.cloutier​@cibc.com

Opens in your telephone provided application. 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.

Nahil Mustapha

Nahil Mustapha, LLB

Senior Trust and Estate Consultant

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Nahil's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Nahil has the expertise to execute or assist others to execute that role effectively and efficiently. Nahil joined CIBC in 2016 and has a Bachelor of Law and a Diploma of Notarial Law.

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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.