Marc A. Gagnon
About Marc A. Gagnon
Marc A. Gagnon is the Director & Senior Private Wealth Advisor at CIBC, with extensive experience in financial planning and wealth management.
Company: CIBC
Marc A. Gagnon is currently serving as the Director & Senior Private Wealth Advisor, Private Banking at CIBC since 2020. He has a long-standing tenure at CIBC, having held various roles since 2005. His experience at the company spans from being a Financial Advisor to a General Manager and later as a Financial Planning Consultant. Gagnon’s roles have primarily focused on financial planning, wealth management, and client advisory services.
Title: Director & Senior Private Wealth Advisor
Marc A. Gagnon holds the position of Director & Senior Private Wealth Advisor in the Private Banking sector at CIBC. This role involves managing high-net-worth clients, providing personalized financial strategies, and overseeing a team dedicated to wealth management solutions.
Education and Expertise: York University - Schulich School of Business
Marc A. Gagnon completed his studies at York University's Schulich School of Business, where he earned both an MBA and a BBA. His educational background is fortified by multiple certifications including CFP, CIM, FMA, RRC, and FCSI. These credentials underscore his expertise in various facets of financial planning and wealth management.
Background: Career in Financial Services
Marc A. Gagnon has extensive experience in the financial services industry, having worked for various institutions. Prior to his current role at CIBC, he served as a Financial Advisor and eventually a General Manager within the company. His career also includes a period as a Financial Advisor at Cypress Point Financial Corp and earlier as Director of Strategic Internet Projects at Scotiabank, where he focused on Electronic Banking Delivery Channels.
Achievements: Certifications and Awards
Marc A. Gagnon has been honored with the CFP President's List award, the Financial Executives Institute medal, and the BBA Achievement Award in Finance. These accolades recognize his outstanding achievements in financial planning and financial management. His professional certifications include CFP, CIM, FMA, RRC, and FCSI, indicating his comprehensive expertise in the sector.