David holds a B.B.A. from HEC Montreal and has held the IQPF Financial Planner designation since 2009. He is currently working towards obtaining the Trust & Estate Practitioner designation from S.T.E.P. Canada. He has worked as a financial planner for high net worth clients for more than 10 years and has also acted as an expert advisor in financial planning for his peers for 4 years.

David's approach is focused on each client's unique needs and goals. David will develop a personalized financial plan to help clients make the best possible decisions during their life's events. He will also provide recommendations to optimize the client's financial situation.

As lawyer and mediator, Mrs. Abou-Nassif possess a seasoned background in civil law, particularly in the areas of protection of persons of full age, estates and trusts.

As Senior Trust and Estate Consultant, she helps clients with their estate planning, guides them through CIBC Trust services to meet their needs and collaborates with the professional of their choice in the preparation of mandates and wills. The client’s peace of mind is her core priority.

Creating peace of mind for clients drives Mireille’s business philosophy. Her role is to outline solutions to affluent investors who are concerned about the growth and the preservation of their estate legacy and whose complex estate and tax planning needs demand clear and sound strategies. Mireille’s unique process ensures clients are comfortable with their estate planning solutions and are in line with their unique goals and objectives. She has been working in the area of financial and estate planning since 2001.