To be honest, with all the market ups and downs we were afraid we’d lost a lot of money. But thanks to you, even in times like this, you still managed to make a good profit on our investment.
— Vera Fisch
FOR MORE THOUGHTS FROM CLIENTS CLICK HERE...I started working with Alan in the mid 1980s and not only has my portfolio withstood the turbulent times, it has made steady and impressive gains no matter what the financial weather...
— Leonard Simpson
FOR MORE THOUGHTS FROM CLIENTS CLICK HEREWhat I really value most about working with Alan and his team is, they listen — and, as a result,our portfolio is managed according to our tolerance for risk; and we always feel comfortable regardless of the market conditions. We’ve been working together for years and they always give us great advice and great service.
— Gary Marcus
FOR MORE THOUGHTS FROM CLIENTS CLICK HEREOver the years I’ve met with many advisors who’ve talked about how much money they’ll make me. Not Alan. He told me he’d concentrate on making sure I didn’t lose money; and he’s consistently delivered.
— Dennis Bennie
FOR MORE THOUGHTS FROM CLIENTS CLICK HEREAs CEO of Midland Walwyn I had 1,500 advisors to choose from, for myself. I chose Alan and among the many reasons I’ve stayed with him for more than 20 years are his integrity and his commitment to his clients — but above all else I value his advice.
— Robert Schultz
FOR MORE THOUGHTS FROM CLIENTS CLICK HEREFor the first time in a long time, I had a clear understanding about an investment style; not to mention a far better grasp of how the market works overall. Amazing.
— Michael Paul
FOR MORE THOUGHTS FROM CLIENTS CLICK HEREI just wanted to say that the meeting we had is still fresh in my mind. It's so nice to meet individuals who truly care about the financial obligations and outcome for their clients……me, of course, being one of them.
— Victoria Cooper
FOR MORE THOUGHTS FROM CLIENTS CLICK HERE... I love that Alan knows what I don’t need to, and that he’s learned my comfort level on risk and returns. He’s consistently grown my capital and kept my portfolio healthy for over two decades; and over the years, any time I played the field I learned quickly that I already had the best...
— Sue Jaffe
FOR MORE THOUGHTS FROM CLIENTS CLICK HEREWhen I first met Alan, he did not attempt to impress me with his credentials. Instead, he made the whole meeting about me. He proceeded to ask me all the right questions in order to understand what my needs and goals were. Alan’s ability to establish trust allowed me to feel comfortable opening up to him. Alan is in a class of his own — superior intellect, experience and integrity. I feel privileged to count on his advice.
— Josée Pelletier
FOR MORE THOUGHTS FROM CLIENTS CLICK HEREI was accustomed for 50+ years to expect to make a decent income next year, and the year after that, etc.. But after retiring, I realized that I will never again earn any income from my work. That is quite a scary feeling to adjust to. Post retirement, my sole source of feelings of safety is reliance upon you as my advisor, to look out for my interests.
— Andrew Roman
FOR MORE THOUGHTS FROM CLIENTS CLICK HEREI have been with Alan and his team for over 10 years and it has been a very positive and profitable experience. Alan has always taken the time to understand my needs and to explain where he is investing for me. lt is so nice to now be retired and have full confidence in their abilities to look after my portfolio to best meet my needs...
— Theresa Harrington
FOR MORE THOUGHTS FROM CLIENTS CLICK HERE
Why Alan is so passionate about
helping investors succeed
We all make mistakes
Alan's Philosophy
Will I Be Okay?
This is a question I’m asked all the time, and I wonder if it might echo your own thoughts. I’d be surprised if it didn’t, because in 30+ years I’ve yet to meet.
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When it comes to investing, successful outcomes require more than portfolio management.
MOREObservations
It is our intention, with this blog, to share ideas we feel merit attention; and, also, to give you something to think about you may not have previously considered. We’re adding more all the time, so please keep checking.
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Buffet's 2017 Letter to Berkshire Hathaway Shareholders
Published by Alan Friedman on Mar 06, 2018
It's that time of year again. You can find Warren Buffett's 2017 Letter To Berkshire Hathaway shareholders in the "Viewpoint" section. ...
It's never too early to start investing
Published by Alan Friedman on Jan 12, 2018
Check out our latest video where I talk about why it's never too early to start investing. ...
Words of Wisdom from Algonquin Capital
Published by Alan Friedman on Jan 10, 2018
Take a moment and read these words of wisdom from Algonquin Capital -- "The Choice is Yours," an essay about making important decisions and "Much Ado About Nothing," an essay talking about why sometimes...
2017 year-end tax planning tips
Published by Alan Friedman on Dec 08, 2017
A must read: CIBC Tax and Estate Planning expert Jamie Golombek shares his 2017 year-end tax-planning tips here. ...
A great Canadian company and its equally great CEO
Published by Alan Friedman on Oct 23, 2017
There’s a terrific article in Forbes about a great Canadian company and its equally great CEO. The company is Brookfield Asset Management and the CEO, who has been compared to Warren Buffett, is Bruce...