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 Read more.
It’s been two long challenging years, but today I am finally celebrating my freedom and financial independence.
There was much during my extended separation that I could not control, but I knew that I had to be in control of my financial future the day my separation agreement was signed, no matter what the outcome.
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.” ( I was not quite sure what she meant at the time! ).
Fortunately, that search lead me to Alan Friedman at CIBC Wood Gundy, and I knew at our first meeting that he was to be my Financial Advisor. During this conversation I was vulnerable, I told my story both personal and financial, the known and the uncertainty. We talked a lot but not about money, we got to know each other. 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 and settle my divorce. Alan and his team made me feel welcome and supported throughout the process.
They immediately pulled together comprehensive and detailed financial plans that provided a view of possible strategies to help me negotiate my settlement wisely. Along with the many paged financial plans came one sheet of paper labelled “Scenario Analysis”. It was a cheat sheet with all the assumptions of my financial future based on my possible outcomes. I kept that sheet of paper in my bedside drawer as I did with the copy of “What to Expect when you are Expecting” when I was pregnant with my three children.
Just like the book I pulled that piece of paper out of my drawer on countless sleepless nights. It’s what kept me sane, giving me the reassurance and knowledge that everything was going to be OK.
— Alison Connolly
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
...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
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 Marcus
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 Bennie
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 Schultz
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 Paul
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 Cooper
... 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
Three months ago I embarked on a search to find a financial advisor who could help me gain control of my financial future. I had reached a point in my life where I could no longer delay getting my financial affairs in order. I knew that if I wanted to be okay, I needed a plan. Read more.
I am a financial services executive with over 20 years of experience in the Canadian retail and institutional market places, yet finding an advisor I could trust, who also shares my investment beliefs, was a challenge.
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. As an investment professional, admitting that I needed help, that I had failed to carefully oversee my investments, was embarrassing. Alan listened to my story without being judgmental, showed empathy and, more importantly, made it possible for me to take the first step towards reaching my goals.
In Alan, I found an advisor who does not rely on what has worked in the past, an advisor who is a visionary and is adapting to a changing investment landscape. Alan incorporates alternative asset classes in his asset allocation model in order to achieve true diversification and reduce risk.
As a portfolio architect, Alan carefully constructs portfolios that can most reliably meet his clients' return objectives while being robust to the widest possible array of market scenarios.
Alan is in a class of his own - superior intellect, experience and integrity. I feel privileged to count on his advice.
With Alan as a partner, I know I will be okay.
— Josée Pelletier
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. I couldn't ask for a better team!
— Theresa Harrington
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 Roman
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 Little