The quest for my perfect Investment Advisor started out by asking my financially savvy friends if there was someone they would recommend and what criteria should I be looking for. One such friend said to me “choose someone who you can feel totally comfortable with asking stupid questions.” Fortunately that search lead me to Alan Friedman at CIBC Wood Gundy ... I was vulnerable, I told my story both personal and financial, the known and the uncertainty ... at the end of the meeting I knew that Alan would be there — educating, advising and giving me the confidence and security I needed to accomplish my goals.
— Alison ConnollyFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
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 FischFOR 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 SimpsonFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
What 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 MarcusFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
Over 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 BennieFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
As 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 SchultzFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
For 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 PaulFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
I 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 CooperFOR 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 JaffeFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
When 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 PelletierFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
I 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 RomanFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
I 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 HarringtonFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
Thanks for meeting with us. We were really impressed with your breadth of knowledge and ability to communicate effectively. I have a long, loyal relationship with you and your team. Your guidance and input has been very appreciated.
— Arthur LittleFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
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.READ MORE
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On March 18, 2020, the Government of Canada announced a variety of tax measures to help Canadians facing hardship as a result of the COVID-19 outbreak. Here’s a quick summary of the major tax changes affecting individuals and small businesses.
New material available in “Viewpoint.” Find Warren Buffett’s 2020 Letter to Berkshire Hathaway shareholders, Brookfield Asset Management Q3 and Q4 Letters to Shareholders and Brookfield Renewable Partners L.P. Q2 and Q3 Interim Reports.
An invaluable resource for investors and advisors has just been added to the Books and Videos tab: In her 14-page Investor’s Guide Ellen Bessner, a lawyer who represents advisors, explains why open and honest communications between Investment Advisors and clients are important for long-term, successful partnerships. She also outlines the steps to take with your advisor.
Alan on Twitter@AlanFriedmanWG
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Latest Blog Posts
Published by Alan Friedman on Mar 24, 2020
On March 18, 2020, the Government of Canada announced a variety of tax measures to help Canadians facing hardship as a result of the COVID-19 outbreak. Here’s a quick summary of the major tax changes ...
Published by Alan Friedman on Feb 07, 2020
Craving positive news? Benjamin Tal, CIBC’s Deputy Chief Economist has some for you. Watch his short video in the Books and Videos tab ...
Published by Alan Friedman on Nov 27, 2019
New material available in the “Viewpoint” section. Find Warren Buffett’s 2018 Letter to Berkshire Hathaway shareholders, Brookﬁeld Asset Management Q2 2019 Letter to Shareholders, Brookﬁeld Asset Management...
Published by Alan Friedman on Nov 05, 2019
The Week Ahead is a CIBC World Markets weekly report offering high-level analysis and commentary on economic and market trends. It also previews upcoming economic and ﬁnancial releases. Find it in the...
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. ...