Annie Germain is a valuable member of our team, bringing her expertise and experience in the areas of financial planning and securities. With over 20 years of industry experience, Annie has in-depth knowledge of financial markets and investment strategies.

As an Associate Wealth Advisor, Annie plays a vital role in helping our clients achieve their financial goals. She is responsible for monitoring and supporting the development and application of wealth management strategies, working closely with our clients and their professional advisors, to understand their needs, assess their current financial situation and formulate personalized recommendations. to optimize their assets.

Annie is known for her client-centered approach and her ability to build lasting, trusting relationships. She is passionate about helping individuals and families make informed financial decisions and achieve their long-term financial aspirations.

Before joining our team more than 20 years ago, Annie began her career in another team of the firm as an investment advisor assistant. This experience has allowed Annie to develop a solid foundation in securities, making her an invaluable asset to our clients.

Outside of work, Annie enjoys yoga, alpine skiing, reading and gastronomy. This allows her to maintain a healthy balance between her  professional, personal and family life, and to continue developing both personally and professionally.

Nancy has more than 23 years of experience in the financial services field, including more than 15 years with Groupe Financier Imboden. She manages the administration of accounts and holds her securities license. She listens to our customers and ensures that their requests are handled with the greatest professionalism.

Do not hesitate to contact her with any questions or requests, she will be happy to help you.

Omar is the latest addition to our team. He is a financial associate with over 9 years in financial services between banking and wealth management. He is involved in the preparation of client presentations and follow-ups, as well as marketing activities. 

A graduate of the University of Saint-Boniface in Winnipeg, Omar is passionate about technology, the arts and sporting activities. A tech enthusiast, he is a point of contact for all your questions about the different technological tools available to our clients at CIBC Wood Gundy. Omar is currently pursuing his Chartered Investment Manager license with CIRO.

In his free time, Omar enjoys deepening his culinary skills, meditating and reading.