Mark Muchantef
Financial Planning Specialist @CIBC Wood Gundy
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WORK HISTORY
Financial Planning Specialist @CIBC Wood Gundy
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
St. George’s School of Montreal
High School Diploma
McGill University
Bachelor of Commerce (B.Com.)
McGill University
Graduate Certificate in Financial Planning
ABOUT MARK MUCHANTEF
Mark Muchantef is a senior financial planner with CIBC Private Wealth Management. He has…
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