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Rania joined the financial services industry in 2011 and has gained a unique understanding of high-net worth clients’ needs through roles in investments, insurance, and financial planning. She uses her knowledge and experience to

help Canadian families achieve their financial goals and enjoy peace of mind.

Rania has a Bachelor of Arts from University of Tunis-Carthage, a Graduate Diploma in Marketing Management from McGill University, has completed the Canadian Securities and the Code and Practice Handbook courses with the Canadian Securities Institute. She also earned a specialization in insurance of persons with the Autorité des Marchés Financiers (Quebec). In addition to that, she has earned the Financial Planner designation granted by the Order of Financial Planners in Quebec (IQPF). Rania is currently studying for her master’s in taxation with University of Sherbrooke. 

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.

With over 15 years experience in the banking industry, he’s gained significant experience in lending and financial planning, which gives him the capability to understand complex credit scenarios. As a Private Banker, Gary helps clients achieve their wealth goals using personalized solutions to positively help their financial outcomes. Since 2010, Gary has gained extensive experience providing custom credit solutions to medium and large private businesses. Through this work, coupled with his background in Commercial banking, Gary brings deep financial expertise to create valuable financial strategies for clients. His educational background includes a Bachelor of Commerce degree from the Gordon S. Lang School of Business and Economics (University of Guelph).

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.