Our partners
We partner with CIBC experts to help address all of your wealth needs.
Mireille Rakotonjanahary, F.Pl., MBA, BA
Estate Planning Specialist
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.
Marco Leccese, CIM, F.Pl.
Wealth Strategist
In his role as Wealth Strategist, Marco will work closely with you and your trusted advisors to create a financial plan that reflects your priorities and focuses on helping you achieve the goals you have set for yourself, your family and your future.
Marco joined the financial services industry in 1992 and has held various positions in financial planning, private investment counsel and investment administration. Marco holds his financial planning designation issued by the IQPF, is a Chartered Investment Manager (CIM) and has a Bachelor of Commerce from Concordia University.
Michel Champagne
Financial Planning Specialist
Michel is a Financial Planner and has been involved in the financial services industry for the past 28 years having worked at different positions for banks, insurance companies and investment management firms.
For the past 20 years, Michel has been specifically involved in providing strategies for high net worth families to improve their tax, financial and estate situation.
His financial planning experience range from working with high net worth families to business owners and incorporated professionals.
Jacinthe Marquis, B.Comm., TEP
Jacinthe Marquis Directrice Stratégies de gestion de patrimoine Gestion privée CIBC Jacinthe Marquis aide les familles à valeur nette très élevée à définir et à mettre en œuvre la vision qu’elles ont de leur fortune, de leur famille et de leur collectivité.
Elle les accompagne dans la planification successorale, la relève d’entreprise, la philanthropie et la protection du patrimoine. Forte de nombreuses années d’expérience dans le domaine de la fiscalité transfrontalière, Jacinthe aide également les familles à naviguer les enjeux fiscaux liés à la double-nationalité ainsi qu’à l’acquisition, à la gestion et au transfert de patrimoine des deux côtés de la frontière, du vivant et par suite du décès. Jacinthe a amorcé sa carrière comme professionnelle de la fiscalité.
Depuis quelques années déjà, elle étend ses horizons pour accompagner les clients dans leur gestion du patrimoine et la réalisation de leur mission; pour eux-mêmes, leur collectivité et les générations à venir. Jacinthe est membre de STEP. Elle est reconnue pour son authenticité et sa capacité à procurer des conseils pratiques et accessibles.