Rania Maalouf

Financial Planning Specialist @CIBC Wood Gundy

Montreal, QC, CA

Rania’s role is to work with Investment Advisors in providing their clients with comprehensive financial planning experience,by helping them choose a strategic action plan that is wholly adapted to their specific needs and that takes their constraints and goals into account. She willthen recommend realistic strategies and suggest coherent measures to enable them to attain the goals they have set for themselves and their family.Creating their wealth plan involves a holistic approach that encompassesdifferent planning pillars:•Cash flow planning strategies to support their short- and long-term goals•Retirement planning that can help them make an exciting and easy transition into the next chapter of their lives•Tax-optimization strategies•Estate and legacy planning to protect their family and wealth•Risk management to help mitigate any risks that could impact their personal and financial wellbeing•Business succession planning to understand their options for the transition or sale of their business•Charitable giving strategies that allow them to fulfill their philanthropic goals

Autorité des marchés financiers (Québec)

Financial Security Advisor, Insurance of Persons

Canadian Securities Institute

CSC & CPH, Canadian Securities Course

McGill University

Graduate Diploma, Marketing management

Université Tunis Carthage

Bachelor of Arts, Foreign Languages Applied to Business

IQPF

Graduate Degree, Financial Planning