Ryan Morris
Ryan joined CIBC Wood Gundy after spending a number of years at a major global energy company with roles in strategy and asset management. Having extensive experience with commodities, Ryan is well accustomed to market volatility, and understands the importance of a long-term approach, strong fundamentals and quality.
With a background in Psychology, Ryan brings a people focused approach to wealth management and he takes pride in having a positive impact in the lives of those he works with. Ryan’s practice is centered on creating personalized wealth management strategies and executing them with a disciplined investment process. In addition to his strong financial acumen, Ryan excels in his helping clients articulate and achieve their financial goals while protecting their capital.
A self-proclaimed history buff, Ryan enjoys reading and always appreciates a good book recommendation. Outside of the office, you are likely to find Ryan practicing Muay Thai, traveling or experimenting with new recipes in the kitchen. He also served in the Infantry Reserve with the Canadian Armed Forces. Ryan is a newlywed and lives in Saint-Lazare, Québec with his wife, Victoria
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
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.
Nabil Jlidi, M.Sc., Pl. Fin
Financial Planner
Nabil Jlidi is a Financial Planner, who joined CIBC in 2004. His experience in the financial services industry servicing affluent clients dates back to 1998. Nabil holds a Master of Science in Economy from the Université de Montréal, a certificate in financial planning and a certificate in finance from HEC Montréal. Since 2003, Nabil also holds the Financial Planner designation with the Institut Québécois de Planification Financière (IQPF).
Nabil concentrates on the financial planning needs of affluent and high-net-worth families, small-mid sized businesses and those seeking retirement and taxation planning.
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.
Karen West-Taylor
Senior Trust and Estate Consultant
As a CIBC Senior Trust and Estate Consultant, Karen believes that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed. She offers services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles.
Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Karen has the expertise to execute or assist others to execute that role effectively and efficiently.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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.
Marco Leccese, CIM, F.Pl.
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.
Nabil Jlidi, M.Sc., Pl. Fin
Nabil Jlidi is a Financial Planner, who joined CIBC in 2004. His experience in the financial services industry servicing affluent clients dates back to 1998. Nabil holds a Master of Science in Economy from the Université de Montréal, a certificate in financial planning and a certificate in finance from HEC Montréal. Since 2003, Nabil also holds the Financial Planner designation with the Institut Québécois de Planification Financière (IQPF).
Nabil concentrates on the financial planning needs of affluent and high-net-worth families, small-mid sized businesses and those seeking retirement and taxation planning.
Mireille Rakotonjanahary, F.Pl., MBA, BA
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.
Karen West-Taylor
As a CIBC Senior Trust and Estate Consultant, Karen believes that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed. She offers services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles.
Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Karen has the expertise to execute or assist others to execute that role effectively and efficiently.