Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • Archived 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
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy
 Friedman Investment Group, Value Beyond Returns

Friedman Investment Group

Value Beyond Returns

  • Home
  • Archived 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

Josée Pelletier

Josée Pelletier

"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. 

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

 

Back

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.