About the Speakers

Carissa Lucreziano
Vice President, Financial and Investment Advice, Personal and Business Banking

Carissa Lucreziano is the Vice President, Financial and Investment Advice for CIBC. In her role, she champions a best-in-class advice experience for CIBC’s clients. Her team is responsible for enabling advisors with industry-leading advice and expertise to deliver an exceptional client experience. To establish a gold standard for financial and investment advice in the industry, her team advocates for advisors to ensure all of the client’s goals are weaved together into a holistic plan, while building genuine connections and trust with clients. Carissa joined CIBC in 2002 and has experience supporting and educating advisors in CIBC Asset Management and leading national strategic initiatives at CIBC Imperial Service. She also holds the Certified Financial Planner designation.

Richard Voss
Director, Wealth Strategies, CIBC Private Wealth Management

Richard is an accredited financial practitioner with over 35 years’ experience in the financial services industry, and is a member of the CIBC Private Wealth Management Family Office. Since 2006, he has provided wealth planning services to wealthy Canadian families to help them achieve and maintain their vision of financial security.

Margaret Van Buggenhout
Senior Director, Lending and Insurance Advice and Practice Excellence

Margaret Van Buggenhout leads a team of 70 employees who provide expert support on Lending and Insurance advice and solutions for frontline Advisors. Margaret is driven by the purpose of helping clients achieve their goals with holistic financial advice. With an abundance of client experience in both client-facing leadership and advice roles, along with credit planning strategy, she has a strong understanding of personal lending, cash management and insurance protection solutions to support client’s needs.

Luc de la Durantaye
Chief Investment Officer and Chief Investment Strategist, Multi-asset and Currency Management, CIBC Asset Management

Mr. de la Durantaye joined CIBC AM in 2002 and has over three decades of investment experience. He oversees the multi-asset investment process and manages CIBC AM’s currency process, and also chairs the firm’s Investment Committee and helps to coordinate the investment views and processes developed by other team leaders within his unit. He is the primary spokesperson for CIBC AM’s investment insights.