Martin Goulet, CPA, F.Pl., FEA
Financial Security Advisor
Alexandra Labbé, F.Pl.
Financial Security Advisor
Sophie Jodoin
Financial Security Advisor
Alyssa Bozzo
Martin Goulet, CPA, F.Pl., FEA
Martin Goulet is part of the CIBC Private Wealth team. He is an experienced estate planning specialist with a strong expertise in life and health insurance. Martin’s training as a Chartered Professional Accountant and as a Financial Planner allows him to analyze the complex aspects of our clients' financial situation.
Martin started his professional career in a large global accounting firm where he served as an auditor and then as a tax advisor in the firm’s Quebec City and Toronto offices. He has been working as a financial security advisor since 2000.
During his career, Martin delivered several conferences and training sessions on the subject of personal finances, most notably in conjunction with activities organized through the Ordre des CPA du Québec, the Association de planification fiscale et financière and the Centre québécois de formation en fiscalité. Over the past few years, he also gave many training sessions for employees or clients of accounting firms.
Martin is the father of three children. He enjoys reading, movies, musical shows and running. Martin is also a huge fan of the New York Jets (NFL).
Education
Family Enterprise Advisor (FEA), Family Enterprise Canada, 2023
Financial Planner (F. Pl.), Institut québécois de planification financière, 1999
In-depth Tax Program, Canadian Institute of Chartered Accountants, 1995
Chartered Professional Accountant (CPA), Canadian Institute of Chartered Accountants, 1993
License in Accounting, Université Laval, 1991
Bachelor’s in Business Administration, Université Laval, 1991
Professional associations
Member of the FEA Community of Family Enterprise Canada
Member of the Association de planification fiscale et financière
Member of Conference for Advanced Life Underwriting
Conferences
Life Insurance with immediate financing arrangement. Conference, Association de planification fiscale et financière, 2021
Changes to the exempt test and to taxation of life insurance in 2017. Conference, Association de planification fiscale et financière, 2016
Planned giving strategies and private corporations. Conference, Association de planification fiscale et financière and Canadian Association of Gift Planners, 2016
Planned giving strategies: an integrated approach. Conference, Association de planification fiscale et financière and Canadian Association of Gift Planners, 2014
Tax treatment of life insurance policy transfers. Conference, Association de planification fiscale et financière, 2012
Shareholders’ agreement and insurance of persons: an integrated approach. Conference, Association de planification fiscale et financière, 2011
Insurance of persons: concepts, myths and decision-making, Training course, Ordre des comptables professionnels agréés du Québec and Centre québécois de formation en fiscalité, in collaboration with two colleagues, 2006 to 2014
Critical illness insurance policies and their tax treatment. Conference, Association de planification fiscale et financière, 2004
Alexandra Labbé, F.Pl.
Alexandra is an Associate Estate Planning Specialist and a Financial Security Advisor. She works closely with the CIBC Private Wealth partners as a life and health insurance professional. Her training as a financial planner allows her to analyze the complex aspects of our clients' financial situation.
Alexandra enjoys travelling, reading, skiing and running. She is also part of a dragon boat team.
Education
Financial Planner, Institut québécois de planification financière, 2018
Bachelor’s in Business Administration, Université Laval, 2018
Professional associations
Member of the Association de planification fiscale et financière
Sophie Jodoin
Sophie is an Estate Planning Assistant and a Financial Security Advisor. She is responsible for the operations of our estate planning group. Sophie has held several operations management positions for life and health insurance and financial planning practices within major financial institutions. She has extensive experience with life and health insurance applications, communication with insurance carriers, client service and administrative support.
Sophie is the mother of two children. She enjoys reading, gardening and having a good time with family or friends. She has also been practicing karate for several years.
Education
College Diploma in Business Administration, Marketing, Collège de Rosemont, 1996
Alyssa Bozzo
Alyssa is an Estate Planning Assistant. She is responsible for the research, analysis and development of recommendations of products and strategies related to life and health insurance. The knowledge acquired through her finance education and work experience in an accounting firm has allowed her to develop thorough analytical skills in complex business situations.
Alyssa likes spending time at the beach, reading and enjoys quality time with friends and family.
Education
Bachelor of Commerce, Major in Finance, John Molson School of Business, Concordia University, 2022