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 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

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."

 

Our Investment Team

 
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Alan Friedman

Alan Friedman, CIM®, FCSI

Senior Wealth Advisor

Senior Portfolio Manager

Tel:

(416) 594-5500

Email:

alan.friedman@cibc.ca

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As the head of the Friedman Investment Partners, Alan is responsible for overall direction, investment strategy and is also the teams 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

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 Partners 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.

Chris Amodeo, CIM

Wealth Advisor, Associate Portfolio Manager

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 Partners, 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. 

Terry Fisher

C. Terrence Fisher, CFA

Senior Wealth Advisor

Senior Portfolio Manager

Tel:

(416) 594-5595

Tel:

(905) 988-2967

Email:

terry.fisher@cibc.ca

Terry has been with Friedman Investment Partners 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 Partners 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.

Matthew Mintzer, CIM

Wealth Advisor, Associate Portfolio Manager

Tel:

(416) 369-8548

Email:

Matthew.Mintzer2@cibc.com

Matt is no stranger to CIBC or the Friedman Investment Partners. 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

Alan Friedman, CIM®, FCSI

Senior Wealth Advisor
Senior Portfolio Manager
(416) 594-5500
Opens in your telephone provided application.
alan.friedman​@cibc.ca
Opens in your email provided application.
Facebook Linkedin
Opens in a new tab.

As the head of the Friedman Investment Partners, Alan is responsible for overall direction, investment strategy and is also the teams 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

Shelly Steidman

Wealth Advisor
(416) 594-5598
Opens in your telephone provided application.
shelly.steidman​@cibc.ca
Opens in your email provided application. Opens in a new tab.

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

Our Friedman Investment Partners 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.

Chris Amodeo, CIM

Wealth Advisor, Associate Portfolio Manager
(416) 369-8526
Opens in your telephone provided application.
chris.amodeo​@cibc.com
Opens in your email provided application.
Facebook Linkedin
Opens in a new tab.

Chris is focused on helping families build, grow and preserve their wealth. Before joining Friedman Investment Partners, 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. 

Terry Fisher

C. Terrence Fisher, CFA

Senior Wealth Advisor
Senior Portfolio Manager
(416) 594-5595
(905) 988-2967
Opens in your telephone provided application.
terry.fisher​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Terry has been with Friedman Investment Partners 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 Partners 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.

Matthew Mintzer, CIM

Wealth Advisor, Associate Portfolio Manager
(416) 369-8548
Opens in your telephone provided application.
Matthew.Mintzer2​@cibc.com
Opens in your email provided application. Opens in a new tab.

Matt is no stranger to CIBC or the Friedman Investment Partners. 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.

 

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 Partners, 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
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

 

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.

 
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Veronica Duperly's profile photo

Veronica Duperly

Client Associate

Tel:

(416) 369-8560

Email:

veronica.duperly@cibc.com

Along with extensive administrative experience, Veronica also has a strong background in client care and support and she’s excited to help our clients achieve their financial goals. She also brings an international perspective to our group as she is fluent in both English and Spanish.

David Pollock's profile photo

David Pollock

Client Associate

Tel:

(416) 369-8562

Email:

david.pollock@cibc.com

David, who has always been passionate about investing is a University of Guelph graduate in Economics and Finance. His focus is on supporting our clients and helping them achieve their financial goals.

Veronica Duperly's profile photo

Veronica Duperly

Client Associate
(416) 369-8560
Opens in your telephone provided application.
veronica.duperly​@cibc.com
Opens in your email provided application. Opens in a new tab.

Along with extensive administrative experience, Veronica also has a strong background in client care and support and she’s excited to help our clients achieve their financial goals. She also brings an international perspective to our group as she is fluent in both English and Spanish.

David Pollock's profile photo

David Pollock

Client Associate
(416) 369-8562
Opens in your telephone provided application.
david.pollock​@cibc.com
Opens in your email provided application. Opens in a new tab.

David, who has always been passionate about investing is a University of Guelph graduate in Economics and Finance. His focus is on supporting our clients and helping them achieve their financial goals.

 

a team of three     a team of three   

@AlanFriedmanWG

 
 
 
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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.


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