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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Groupe Martella

  • Home
  • About us
  • Services
    • Wealth Management and Investment Planning
    • Risk Management, Insurance and Estate Planning
    • Tax Minimization Strategy
    • Corporate Efficiency Planning
    • Industry Specific Collaboration
  • Our Clients
    • Medical & Dental
    • Professionals
    • Entrepreneurs
  • Market insights
  • Contact us

About us

Address 600, boul. de Maisonneuve Ouest Bureau 3050 Montreal QC, H3A 3J2
Telephone Number (514) 847-6318
Email Email us
Email Email
Telephone Number Tel

About us

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
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Michael Martella, CIM

Michael Martella, CIM®

Senior Investment Advisor

Tel:

(514) 847-6318

Email:

michael.martella@cibc.com

Michael Martella is a Senior Investment Advisor who has been proudly helping affluent individuals and families build and protect their wealth for over 20 years. Michael Martella takes great pride in providing advice, recommendations, and customized investment strategies to help his clients achieve their wealth goals. No matter how complex your finances, Michael Martella strives to recommend and implement short- and long-term strategies that meet your financial goals.

For Michael Martella, this is more than just his profession, it is his passion. Beyond advisory services, his business is built on a foundation of trust, respect, transparency and commitment.

Welcome to the Martella Group.

Michael Martella, CIM

Michael Martella, CIM®

Senior Investment Advisor
(514) 847-6318
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michael.martella​@cibc.com
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Michael Martella is a Senior Investment Advisor who has been proudly helping affluent individuals and families build and protect their wealth for over 20 years. Michael Martella takes great pride in providing advice, recommendations, and customized investment strategies to help his clients achieve their wealth goals. No matter how complex your finances, Michael Martella strives to recommend and implement short- and long-term strategies that meet your financial goals.

For Michael Martella, this is more than just his profession, it is his passion. Beyond advisory services, his business is built on a foundation of trust, respect, transparency and commitment.

Welcome to the Martella Group.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Jamie Golombek

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

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.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Marco Leccese, CIM, F.Pl.

Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.