Yassine Memmi, F.Pl.
With over a decade of comprehensive experience in the financial industry, I am a an investment advisor with CIBC Wood Gundy; I am a graduate of a Master's degree in finance and portfolio management and I hold the Certified Financial Planner designation.
I help individuals, professionals, and business owners by using an integrated wealth management approach to navigate financial problems and solutions like, investment and estate planning, protecting their legacy, managing their inheritance, and taking care of their loved ones.
In my previous roles in the financial industry, I helped clients by setting up plans for different stages of their lives, making their ambition a reality, and working with them to realize goals that they were thinking unachievable but, with proper planning, the right tools, and the commitment, we succeeded in changing that perception.
When clients are invested in using the wrong strategies and/or the wrong investment products, I take the time to adjust their plan and set them up on the path to success.
Being an attentive listener, taking notes and summarizing goals in my meetings have always been the heart of my client’s interactions; understanding their unique situation allows me to tailor the investment and planning strategy to their specific needs.
Many individuals encounter significant challenges on their personal and financial journeys. My mission is to be the helping hand to support them with financial advice, planning, and wealth management.
The proud feeling of adding value to someone’s life is priceless and having experienced this feeling in my career has made me a strong believer in the power of planning and teamwork.
As a devoted family man, I recognize that taking care of our loved ones is paramount, therefore, I consistently assume the role of the educator, the good listener, and the problem solver.
In addition to my professional pursuits, I have a profound enthusiasm for motorcycle riding, photography, scuba diving and tennis.
Avery Shenfeld, PhD
Managing Director & Chief Economist, CIBC Capital Markets
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
Mark Muchantef, Pl. Fin
Financial Planning Specialist
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.
Nathalie Lemelin
Financial Planning Specialist
Nathalie joined the financial services industry in 1990 and has held several positions in banking and financial planning. She has over 20 years of experience in a financial planning advisory role, supporting a portfolio of clients of nearly 300 families.
This experience has enabled her to help these Canadian families achieve their financial goals. She has been a member of the IQPF since 2004 and has held the position of Financial Planning Specialist since 2021.
Martin Goulet, CPA
Senior Estate Planning Specialist
Martin Goulet is part of the CIBC Private Wealth team. He is an experienced estate planning specialist with a strong expertise in life and health insurance. Martin’s training as a Chartered Professional Accountant and as a Financial Planner allows him to analyze the complex aspects of our clients' financial situation.
Martin started his professional career in a large global accounting firm where he served as an auditor and then as a tax advisor in the firm’s Quebec City and Toronto offices. He has been working as a financial security advisor since 2000.
During his career, Martin delivered several conferences and training sessions on the subject of personal finances, most notably in conjunction with activities organized through the Ordre des CPA du Québec, the Association de planification fiscale et financière and the Centre québécois de formation en fiscalité. Over the past few years, he also gave many training sessions for employees or clients of accounting firms.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Avery Shenfeld, PhD
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
Mark Muchantef, Pl. Fin
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.
Nathalie Lemelin
Nathalie joined the financial services industry in 1990 and has held several positions in banking and financial planning. She has over 20 years of experience in a financial planning advisory role, supporting a portfolio of clients of nearly 300 families.
This experience has enabled her to help these Canadian families achieve their financial goals. She has been a member of the IQPF since 2004 and has held the position of Financial Planning Specialist since 2021.