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 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 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 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.

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.

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.

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, 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.