supplied
Senior Portfolio Manager, FSCI, CIM, FMA, RRC
CIBC PRIVATE WEALTH, Benoit Lussier Financial Group
2540 Daniel-Johnson Blvd., Suite 800, Laval, Qc H7T 2S3
Team Assets (Custodied)
$180-million
Typical Size of Household Accounts
$500,000 -
$1-million
Minimum Account Size for New Business
$1-million
Typical Net-Worth of Relationships
$2-million -
$4-million
Drawing on 20 years of experience in financial services, Benoit Lussier advises his clients based on their unique circumstances.
Much like a conductor, he directs the overall management of his clients’ wealth and offers them comprehensive integrated solutions and strategies, leveraging the expertise of his CIBC Wood Gundy partners. Benoit builds customized portfolios for each of his clients, using a rigorous approach aimed at long-term capital growth and preservation.
Friendly and caring, Benoit is fully attuned to his clients’ concerns. He speaks their language, making even the most complex financial notions easy to understand. Benoit likes to take the long view and is committed to building lasting relationships with his clients, while supporting them through their major life stages. He is an empathetic advisor who likes seeing others succeed and who is actively involved in his community.
Benoit is a Fellow of the Canadian Securities Institute (FCSI), the industry’s highest designation in Canada.
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