With more than 25 years of experience as a Senior Wealth Advisor and Portfolio Manager, Werner has specialized in integrated planning for affluent entrepreneurial families.

To meet the sophisticated needs of the families and business owners he serves, his approach is grounded in a comprehensive and in-depth vision of wealth management, incorporating complex financial, corporate, estate, and tax planning structures, as well as trusts, holding companies, and multigenerational strategies.

Through his attentive listening, analytical mindset, and creativity, Werner stands out for his ability to design and clearly explain sophisticated, integrated strategies. Each solution is developed with overall consistency in mind, with the goal of optimizing both short- and long-term benefits.

Outside of work, Werner devotes his time to his family. Together, they share a passion for travel and cultural discovery. He values new experiences over routine, seeing each destination as an opportunity to explore, learn, and create lasting memories.

Deeply committed by nature, Werner is driven by a sincere desire to find solutions for others, whether for clients, loved ones, or complex situations. It is not uncommon for this pursuit to keep him awake late into the evening: reflecting, understanding, and solving problems is how he looks after the well-being of those around him in every aspect of his life.

Antoine grew up in an entrepreneurial environment, which shaped his view of business and success from an early age. He holds an MBA and is a Chartered Professional Accountant (CPA). He worked in corporate finance for more than 10 years, where he developed deep expertise in financial markets, complex wealth management strategies, and long-term investing.

Today, Antoine advises a diverse clientele, including entrepreneurs, in managing, growing, and transferring their wealth.

He takes a structured and disciplined approach while remaining deeply attentive to each client’s unique needs. This understanding allows him to provide comprehensive, personalized recommendations aligned with their goals.

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.

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. 

Mélanie joined our team in June 2026. She brings more than 15 years of experience in the banking sector, having held positions as a financial services representative and manager at a major Canadian bank. She also has over 5 years of experience in private banking with one of the country’s leading financial institutions.

Mélanie has successfully completed the following: the Investment Funds in Canada course (IFIC), the Personal Financial Services Advice course from the Canadian Securities Institute, and the Canadian Securities Course (CSC).

As Director of Operations, she plays a central role in the planning and coordination of day-to-day operations. She is responsible for managing the business calendar and overseeing complex files, while ensuring the efficiency of administrative and operational processes. She also provides key support for requests requiring special attention and contributes to the smooth functioning of the team’s activities.

Outside of work, Mélanie enjoys spending time with her spouse and their four children. She regularly takes part in mountain hiking, kayaking, and cycling, activities that allow her to fully enjoy nature while maintaining a healthy work-life balance.

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.

After earning her bachelor’s degree from Saint Joseph University of Beirut, Lynn returned to Canada to build her own path. Driven by a strong passion for finance, she obtained the certifications required for equity and options licensing and is currently pursuing the Chartered Investment Manager designation.Lynn joined the team in August 2025. She is the administrative point of contact for clients and plays a key role in following up on requests and coordinating files. She is involved in resolving complex cases, handling administrative follow-up, and managing account openings, withdrawals, and deposits.Outside of her career, Lynn approaches life with enthusiasm. She enjoys discovering new dishes and exploring different cuisines. In her free time, she is often reading or enjoying nature, whether through hiking or simply relaxing outdoors

Tufazzul earned a Bachelor of Commerce from the John Molson School of Business at Concordia University, with a major in Finance and a minor in Accounting. As a Client Associate, he is responsible for client relationships. He also supports the coordination of the team’s daily operations, including opening client accounts and transferring client files/accounts. His strong problem-solving skills and collaborative approach are valuable assets to the team. Tufazzul grew up in Montreal. He is fluent in English, French, and Bengali. He is happily married and a proud father of three children.