Mark Muchantef

Financial Planning Specialist @CIBC Wood Gundy

Montreal, QC, CA
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Jan 2023 — Present

Financial Planning Specialist @CIBC Wood Gundy

View department →

CA

Provide high net worth clients ($1M-$5M in investments and up to $50M in net worth) with a comprehensive wealth plan- Support investment advisors and senior private bankers in offering financial planning services- Advise on taxation, cash flow planning, estate planning, retirement, risk management and philanthropy- Collaborate with various partners in private wealth management, such as estate planning specialists, portfolio managers, tax specialists, senior trust and estate consultants, etc.

EDUCATION

N/A

St. George’s School of Montreal

High School Diploma

N/A

McGill University

Bachelor of Commerce (B.Com.)

N/A

McGill University

Graduate Certificate in Financial Planning

ABOUT MARK MUCHANTEF

Mark Muchantef is a senior financial planner with CIBC Private Wealth Management. He has…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Mark Muchantef — Financial Planning Specialist at CIBC Wood Gundy in Montreal, QC, CA | Unifers