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 Friedman Investment Group, Value Beyond Returns

Friedman Investment Group

Value Beyond Returns

  • Home
  • Our blog
  • Principles
    • Our principles
    • Our philosophy
    • How Alan invests his money
    • Our pledge to clients
    • Testimonials
  • Range of services
    • Our services
    • Research
    • Alternate Viewpoints
    • Calculators
  • Meet the team
  • Books and videos
  • Contact us

Meet the team

Meet the team

“We will only do with your money what we would do with our own.”

-Warren Buffett

 

Together our team represents more than 100 years of experience and when it comes to investing, nothing is more important. It is our belief, however, that we must also embrace, understand and look to the future and the opportunities it brings. And to do that, we have turned to the next generation adding both a fresh perspective and continuity for the future.

Individually, and as a group, we have one goal: To help our clients make sure they have the freedom to choose how they want to spend their lives. And the promise we make to all our clients can best be summed up by this Warren Buffett quote: "We will only do with your money what we would do with our own."

 
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Alan Friedman, CIM, FCSI

Senior Wealth Advisor

Portfolio Manager

Tel:

(416) 594-5500

Email:

alan.friedman@cibc.ca

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As the head of the Friedman Investment Group, Alan is responsible for overall direction, investment strategy and is also the Group's chief decision maker.

One of the things his partners, colleagues and clients appreciate the most is just how passionate Alan is about learning as much as he can about the world of investment and wealth management. And when he's read a book or attended a seminar he's really enjoyed, found interesting or inspiring, he shares that knowledge enthusiastically with his clients and colleagues.

See how Alan invests his own money

Shelly Steidman

Wealth Advisor

Tel:

(416) 594-5598

Email:

shelly.steidman@cibc.ca

Shelly has been a key member of Alan Friedman's team since 1994.

Our Friedman Investment Group clients agree that Shelly does an exemplary job helping them implement their investment strategies. But her most valuable asset, to us and to them, is the fact that she instinctively understands and appreciates the importance of 'service' and the loyal relationships that positive experiences foster. And it's these very qualities that make her both an integral member of our team and the obvious choice to manage our operations group..

Chris Amodeo, CIM

Wealth Advisor

Tel:

(416) 369-8526

Email:

chris.amodeo@cibc.com

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Chris is focused on helping families build, grow and preserve their wealth. Before joining Friedman Investment Group, Chris spent nine years at a boutique institutionally-focused investment management firm and 15 years at a large, publicly-traded asset manager. We are delighted that Chris brings added strength, depth and breadth to our team. 

C. Terrence Fisher, CFA

Senior Wealth Advisor

Portfolio Manager

Tel:

(416) 594-5595

Tel:

(905) 988-2967

Email:

terry.fisher@cibc.ca

Terry has been with Friedman Investment Group since 2002 – but he and Alan first got together in the early '90s. In fact they go back even further than that – at one time Terry was a client of Alan's and decided then that this was someone with whom he shared values and an investment philosophy – someone he trusted, respected and wanted to work with.

A very successful 30-year career in the equity research and corporate finance end of the business uniquely qualifies Terry to head up Friedman Investment Group's research effort. Knowing which companies have a solid platform and offer good value – and those that come with an unacceptable level of business risk or financial leverage plays a crucial role in the creation of successful portfolios; and Terry's experience and expertise proves to be invaluable time after time.

Matthew Mintzer, CIM

Associate Wealth Advisor

Tel:

(416) 369-8548

Email:

Matthew.Mintzer2@cibc.com

Matt is no stranger to CIBC or the Friedman Investment Group. He first worked with us as a client associate in 2016 and has just returned after three years at CIBC Capital Markets in London, England. In his current role as an Associate Wealth Advisor he will be helping us build for the future, sharing his next generation thinking, wide range of experience and international perspective with our team and our clients.

Alan Friedman, CIM, FCSI

Senior Wealth Advisor
Portfolio Manager
(416) 594-5500
alan.friedman​@cibc.ca
Facebook Linkedin Twitter

As the head of the Friedman Investment Group, Alan is responsible for overall direction, investment strategy and is also the Group's chief decision maker.

One of the things his partners, colleagues and clients appreciate the most is just how passionate Alan is about learning as much as he can about the world of investment and wealth management. And when he's read a book or attended a seminar he's really enjoyed, found interesting or inspiring, he shares that knowledge enthusiastically with his clients and colleagues.

See how Alan invests his own money

Shelly Steidman

Wealth Advisor
(416) 594-5598
shelly.steidman​@cibc.ca

Shelly has been a key member of Alan Friedman's team since 1994.

Our Friedman Investment Group clients agree that Shelly does an exemplary job helping them implement their investment strategies. But her most valuable asset, to us and to them, is the fact that she instinctively understands and appreciates the importance of 'service' and the loyal relationships that positive experiences foster. And it's these very qualities that make her both an integral member of our team and the obvious choice to manage our operations group..

Chris Amodeo, CIM

Wealth Advisor
(416) 369-8526
chris.amodeo​@cibc.com
Facebook Linkedin Twitter

Chris is focused on helping families build, grow and preserve their wealth. Before joining Friedman Investment Group, Chris spent nine years at a boutique institutionally-focused investment management firm and 15 years at a large, publicly-traded asset manager. We are delighted that Chris brings added strength, depth and breadth to our team. 

C. Terrence Fisher, CFA

Senior Wealth Advisor
Portfolio Manager
(416) 594-5595
(905) 988-2967
terry.fisher​@cibc.ca

Terry has been with Friedman Investment Group since 2002 – but he and Alan first got together in the early '90s. In fact they go back even further than that – at one time Terry was a client of Alan's and decided then that this was someone with whom he shared values and an investment philosophy – someone he trusted, respected and wanted to work with.

A very successful 30-year career in the equity research and corporate finance end of the business uniquely qualifies Terry to head up Friedman Investment Group's research effort. Knowing which companies have a solid platform and offer good value – and those that come with an unacceptable level of business risk or financial leverage plays a crucial role in the creation of successful portfolios; and Terry's experience and expertise proves to be invaluable time after time.

Matthew Mintzer, CIM

Associate Wealth Advisor
(416) 369-8548
Matthew.Mintzer2​@cibc.com

Matt is no stranger to CIBC or the Friedman Investment Group. He first worked with us as a client associate in 2016 and has just returned after three years at CIBC Capital Markets in London, England. In his current role as an Associate Wealth Advisor he will be helping us build for the future, sharing his next generation thinking, wide range of experience and international perspective with our team and our clients.

 
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Our Service Team

In an industry as highly regulated as ours, it is vital that no detail is overlooked — every 'i' must be dotted and every 't' crossed. The devil is in the details, whether we are opening accounts, ensuring that all client queries are answered and well understood, making sure our clients are fully informed, processing trades, preparing client portfolios for review or maintaining daily records, by client and type of security. To ensure our clients receive this level of service we depend on our Associates.

Molly Friedman

Administrative Assistant

Tel:

(416) 369-8792

Email:

molly.friedman@cibc.ca

No stranger to CIBC Wood Gundy, Molly was a branch assistant at the Yorkville branch for six years before joining our team. Now she provides administrative support to our clients.

Natalia Nascimento

Client Associate

Tel:

(416) 369-8534

Email:

natalia.nascimento@cibc.com

Natalia, who is detail-oriented and a great listener, has been working in the financial industry for four years. She began her career in Brazil, she’s fluent in both English and Portuguese and brings an international perspective to her work.

Ivan Melnichenko

Administrative Assistant

Tel:

(416) 594-5594

Email:

ivan.melnichenko@cibc.com

Ivan emigrated to Canada from Russia as an international student in 2011. After  he graduated he spent a year working in accounting, followed by two years at CIBC Retail banking as a Senior Financial Rep. As a member of our Friedman Investment Group team since January 2022, Ivan will continue to help our clients achieve their financial goals.

Molly Friedman

Administrative Assistant
(416) 369-8792
molly.friedman​@cibc.ca

No stranger to CIBC Wood Gundy, Molly was a branch assistant at the Yorkville branch for six years before joining our team. Now she provides administrative support to our clients.

Natalia Nascimento

Client Associate
(416) 369-8534
natalia.nascimento​@cibc.com

Natalia, who is detail-oriented and a great listener, has been working in the financial industry for four years. She began her career in Brazil, she’s fluent in both English and Portuguese and brings an international perspective to her work.

Ivan Melnichenko

Administrative Assistant
(416) 594-5594
ivan.melnichenko​@cibc.com

Ivan emigrated to Canada from Russia as an international student in 2011. After  he graduated he spent a year working in accounting, followed by two years at CIBC Retail banking as a Senior Financial Rep. As a member of our Friedman Investment Group team since January 2022, Ivan will continue to help our clients achieve their financial goals.

 

Financial Planning

The more I know about you the more value I can add. A financial plan not only gives you a complete picture of your financial condition, it also helps me do a better job for you. As part of your relationship with the Friedman Investment Group, we encourage you to have a plan prepared by our in-branch financial planning specialist.

 
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Peter Demestihas

Peter Demestihas, PFP

Financial Planning Specialist

As a Financial Planning Specialist, Peter supports Investment Advisors in delivering integrated financial planning services to our clients. Before working with our team, he spent 10 years supporting financial planning at CIBC Wood Gundy's head office where he was responsible for the successful implementation of our industry-leading financial planning tools and software, and has helped create over 1,000 financial plans for Investment Advisors across the country. Peter has obtained the Personal Financial Planner (PFP) designation and completed a number of courses through the Canadian Securities Institute.

Peter Demestihas

Peter Demestihas, PFP

Financial Planning Specialist

As a Financial Planning Specialist, Peter supports Investment Advisors in delivering integrated financial planning services to our clients. Before working with our team, he spent 10 years supporting financial planning at CIBC Wood Gundy's head office where he was responsible for the successful implementation of our industry-leading financial planning tools and software, and has helped create over 1,000 financial plans for Investment Advisors across the country. Peter has obtained the Personal Financial Planner (PFP) designation and completed a number of courses through the Canadian Securities Institute.

 

a team of three     a team of three   

@AlanFriedmanWG

 
 
 
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