Werner Imboden
Senior Wealth Advisor
Antoine Dostie, CPA, MBA
Investment Advisor
Nancy Lapointe
Client Associate
Nancy is a key member of our team and has more than 25 years of experience in the administration and financial services field, including more than 18 years with Groupe Financier Imboden.
As a client associate, she brings her expertise in client service and manages the administrative processes for the team. She holds her securities license which means she trades in trades in stocks, mutual funds and fixed income products. In addition to listening to our client's concerns, she is strongly committed to providing exceptional customer service and prides herself on responding to client inquiries in a timely and detailed manner.
Outside of work, Nancy enjoys outdoor activities and travel.
Do not hesitate to contact her with any questions or requests, she will be happy to help you.
Anthony Lussier
Client Associate
Anthony joined the team in November 2020. He is currently obtaining his BBA at the School of Management Sciences (ESG). Passionate about finance, he has completed his CIRO courses and is in the process of completing his Wealth Management Essentials course with the plan of wanting to quickly put to use the concepts he is learning.
As an administrative assistant in the team, Anthony takes care of everything related to the preparation of client presentations and reports, whether monthly, quarterly or prospect follow-ups.
He also helps with the team's marketing. In his free time Anthony is passionate about sport and more particularly playing golf.
Papa Omar Ngom
Financial Associate
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.