Michael Martella, CIM®
Tel:
(514) 847-6318Email:
michael.martella@cibc.comWith over 20 years of experience, Michael Martella has dedicated his career to helping affluent individuals and families build, protect, and grow their wealth. As a Senior Investment Advisor, Michael is known for delivering tailored advice, thoughtful recommendations, and customized investment strategies designed to help clients achieve both their immediate and long-term financial goals—no matter how complex their financial picture may be.
Outside of his professional life, Michael finds his greatest inspiration in his two teenagers, Bianca and Ben. He describes them as kind, intelligent, and independent thinkers who inspire him daily with their courage and curiosity. Watching them grow into remarkable young adults is one of his greatest joys and sources of pride.
Michael is committed to maintaining balance in his life by consistently challenging himself both physically and mentally. He engages in rigorous daily strength and conditioning training, which fuels his drive and resilience. A passionate food enthusiast, Michael delights in exploring local markets, cooking at home, and discovering new restaurants—cherishing the experiences, connections, and memories that good food brings.
Music, film, long walks, and moments spent under the night sky are among the simple pleasures he enjoys, offering him time for reflection and wonder.
Michael’s greatest hero and motivator was his late sister, Melissa. Her wisdom, passion, and encouragement continue to guide him, and her legacy remains a constant source of inspiration.
Thoughtful about those he welcomes into his circle, Michael treats both personal and professional relationships with the utmost care. When you become part of the Martella Group, you become part of a family.
Mohamad Omar Ballouz
Tel:
(514) 282-7017Omar joined CIBC three years ago, following studies in economics and computer science at the University of Montreal. He began his career with CIBC in retail banking, where he excelled as Head Teller for two years and was recognized for delivering exceptional client service and fostering a collaborative team environment.
Currently at CIBC Wood Gundy, Omar is an integral member of the team, providing dedicated support to both clients and colleagues. He is actively furthering his investment knowledge by taking courses offered by the Canadian Securities Institute (CSI), demonstrating his commitment to professional growth and excellence in client service.
Outside of work, Omar is passionate about gaming and is an avid follower of UFC, appreciating the strategy and excitement both activities offer.
Michael Martella, CIM®
Senior Investment Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.With over 20 years of experience, Michael Martella has dedicated his career to helping affluent individuals and families build, protect, and grow their wealth. As a Senior Investment Advisor, Michael is known for delivering tailored advice, thoughtful recommendations, and customized investment strategies designed to help clients achieve both their immediate and long-term financial goals—no matter how complex their financial picture may be.
Outside of his professional life, Michael finds his greatest inspiration in his two teenagers, Bianca and Ben. He describes them as kind, intelligent, and independent thinkers who inspire him daily with their courage and curiosity. Watching them grow into remarkable young adults is one of his greatest joys and sources of pride.
Michael is committed to maintaining balance in his life by consistently challenging himself both physically and mentally. He engages in rigorous daily strength and conditioning training, which fuels his drive and resilience. A passionate food enthusiast, Michael delights in exploring local markets, cooking at home, and discovering new restaurants—cherishing the experiences, connections, and memories that good food brings.
Music, film, long walks, and moments spent under the night sky are among the simple pleasures he enjoys, offering him time for reflection and wonder.
Michael’s greatest hero and motivator was his late sister, Melissa. Her wisdom, passion, and encouragement continue to guide him, and her legacy remains a constant source of inspiration.
Thoughtful about those he welcomes into his circle, Michael treats both personal and professional relationships with the utmost care. When you become part of the Martella Group, you become part of a family.
Mohamad Omar Ballouz
Administrative Assistant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Omar joined CIBC three years ago, following studies in economics and computer science at the University of Montreal. He began his career with CIBC in retail banking, where he excelled as Head Teller for two years and was recognized for delivering exceptional client service and fostering a collaborative team environment.
Currently at CIBC Wood Gundy, Omar is an integral member of the team, providing dedicated support to both clients and colleagues. He is actively furthering his investment knowledge by taking courses offered by the Canadian Securities Institute (CSI), demonstrating his commitment to professional growth and excellence in client service.
Outside of work, Omar is passionate about gaming and is an avid follower of UFC, appreciating the strategy and excitement both activities offer.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
Rania Maalouf, F.Pl.
Rania began her career in the financial services industry in 2011 and has since developed a deep understanding of the unique needs of high-net-worth clients through diverse roles in investments, insurance, and financial planning. She leverages her expertise and experience to help Canadian families achieve their financial objectives and enjoy lasting peace of mind.
Rania holds a Bachelor of Arts from the University of Tunis-Carthage and a Graduate Diploma in Marketing Management from McGill University. She has completed both the Canadian Securities Course and the Conduct and Practices Handbook through the Canadian Securities Institute. Additionally, she holds a specialization in personal insurance from the Autorité des Marchés Financiers (Quebec) and has earned the Financial Planner designation (Pl. Fin.) from the Institute Québécois de planification financière (IQPF). Rania is currently pursuing a graduate degree in taxation at HEC Montréal.
Martin Goulet, CPA
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.
Marco Leccese, CIM, F.Pl.
Marco joined the financial services industry in 1992 and has held various positions in financial planning and private investment counsel. As a Wealth Strategist, Marco takes an in-depth approach to understand your unique situation and provide formal recommendations to optimize how your financial affairs are structured with specific emphasis on wealth optimization, estate and legacy planning.
Marco is a graduate of Concordia University (B. Comm.) and a Financial Planner designated by the Institut québécois de planification financière.
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.
Rania Maalouf, F.Pl.
Financial Planning Specialist
Rania began her career in the financial services industry in 2011 and has since developed a deep understanding of the unique needs of high-net-worth clients through diverse roles in investments, insurance, and financial planning. She leverages her expertise and experience to help Canadian families achieve their financial objectives and enjoy lasting peace of mind.
Rania holds a Bachelor of Arts from the University of Tunis-Carthage and a Graduate Diploma in Marketing Management from McGill University. She has completed both the Canadian Securities Course and the Conduct and Practices Handbook through the Canadian Securities Institute. Additionally, she holds a specialization in personal insurance from the Autorité des Marchés Financiers (Quebec) and has earned the Financial Planner designation (Pl. Fin.) from the Institute Québécois de planification financière (IQPF). Rania is currently pursuing a graduate degree in taxation at HEC Montréal.
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.
Marco Leccese, CIM, F.Pl.
Wealth Strategist
Marco joined the financial services industry in 1992 and has held various positions in financial planning and private investment counsel. As a Wealth Strategist, Marco takes an in-depth approach to understand your unique situation and provide formal recommendations to optimize how your financial affairs are structured with specific emphasis on wealth optimization, estate and legacy planning.
Marco is a graduate of Concordia University (B. Comm.) and a Financial Planner designated by the Institut québécois de planification financière.