www.soucy-salpeter.com The Soucy Salpeter Team
Our clients are the focus of  everything   that we do   Our Commitment The Soucy Salpeter Team has made the  commitment  of making our clients the focus of everything that we do.  Our  goal  is to provide our clients with superior investment advice in order to build  long-term  relationships based on trust and satisfaction of service.   Our Responsibility Our responsibility is to  oversee  the growth of your wealth, today and throughout the generations. Every member of our team works to respect and nurture this  commitment  to you. The Soucy Salpeter Team of CIBC Wood Gundy brings together the investment acumen of four individuals with over 40 years of combined experience in the financial industry. Our goal is to provide superior service and clear, effective strategies to help you reach new heights in financial independence.
Meet the Team   Terry Soucy,  Investment Advisor   Terry has been in the financial industry for over 20 years. He began his career as an account manager at CIBC. After filling the role of Vice President with a Montreal based financial planning firm, he assumed an Investment Advisor position within CIBC Wood Gundy. Terry’s experience in all aspects of the financial industry plays a key role in the management of our client’s investments. His dedication to our team’s clients is a testament to high level of client service that he delivers. Terry also donates countless hours to numerous charitable foundations.   Yuri Trifiro,  Sales Assistant   Yuri’s experience within the operations department of CIBC Wood Gundy made him a natural fit with our team. Yuri’s role is to insure that your accounts are always serviced with the highest level of efficiency.  Tara Theriault,  Investment Advisor Assistant Tara assists the team by overseeing the administration of  our office. She plays a key role in assisting the Soucy Salpeter Team with marketing initiatives and business development. Tara is currently enrolled in the John Molson School of Business and is completing her Bachelors of Commerce degree.   Andrew Salpeter,  Investment Advisor Andrew has built a solid practice over the past 10 years as an Investment Advisor at CIBC Wood Gundy. His reputation is based on client service excellence. He is also involved in several charity and foundation events in his community. Prior to the establishment of the Soucy Salpeter Team, he has developed strong skills in both investment and relationship management. Andrew holds a Bachelors of Science in Mathematics from Concordia University.
The Soucy Salpeter Team 1250 René-Lévesque Blvd. West, Suite 3100, Montreal, Qc., H3B 4W8 Tel.: (514) 846-3688  ● Fax: (514) 846-7106 Toll free 1-800-361-2773 Website: www.soucy-salpeter.ca E-mail: soucy-salpeter@cibc.ca   CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and Member CIPF.

Soucy Salpeter Team Presentation

  • 1.
  • 2.
    Our clients arethe focus of everything that we do Our Commitment The Soucy Salpeter Team has made the commitment of making our clients the focus of everything that we do. Our goal is to provide our clients with superior investment advice in order to build long-term relationships based on trust and satisfaction of service.  Our Responsibility Our responsibility is to oversee the growth of your wealth, today and throughout the generations. Every member of our team works to respect and nurture this commitment to you. The Soucy Salpeter Team of CIBC Wood Gundy brings together the investment acumen of four individuals with over 40 years of combined experience in the financial industry. Our goal is to provide superior service and clear, effective strategies to help you reach new heights in financial independence.
  • 3.
    Meet the Team Terry Soucy, Investment Advisor Terry has been in the financial industry for over 20 years. He began his career as an account manager at CIBC. After filling the role of Vice President with a Montreal based financial planning firm, he assumed an Investment Advisor position within CIBC Wood Gundy. Terry’s experience in all aspects of the financial industry plays a key role in the management of our client’s investments. His dedication to our team’s clients is a testament to high level of client service that he delivers. Terry also donates countless hours to numerous charitable foundations. Yuri Trifiro, Sales Assistant Yuri’s experience within the operations department of CIBC Wood Gundy made him a natural fit with our team. Yuri’s role is to insure that your accounts are always serviced with the highest level of efficiency. Tara Theriault, Investment Advisor Assistant Tara assists the team by overseeing the administration of our office. She plays a key role in assisting the Soucy Salpeter Team with marketing initiatives and business development. Tara is currently enrolled in the John Molson School of Business and is completing her Bachelors of Commerce degree. Andrew Salpeter, Investment Advisor Andrew has built a solid practice over the past 10 years as an Investment Advisor at CIBC Wood Gundy. His reputation is based on client service excellence. He is also involved in several charity and foundation events in his community. Prior to the establishment of the Soucy Salpeter Team, he has developed strong skills in both investment and relationship management. Andrew holds a Bachelors of Science in Mathematics from Concordia University.
  • 4.
    The Soucy SalpeterTeam 1250 René-Lévesque Blvd. West, Suite 3100, Montreal, Qc., H3B 4W8 Tel.: (514) 846-3688 ● Fax: (514) 846-7106 Toll free 1-800-361-2773 Website: www.soucy-salpeter.ca E-mail: soucy-salpeter@cibc.ca CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and Member CIPF.