Why Alan is so passionate about helping investors succeed
Why Alan is so passionate about helping investors succeed
You know, I went to university in Toronto, really didn't know what I wanted to do with my career. A good friend of mine actually went into the investment business and I started working with him. I gave him some money. It was all the money I had at the time. Right. Which wasn't a lot. But, you know, within a month, I'd lost it all. You know, not a little bit, not half of it, but I lost all of it.
It was one of those epiphany, one of those wow moments like, oh my God, whoa, you know.
This isn't how I expected it to be. It was traumatic. What transpired wasn't his fault, and I've never blamed him for it. We were good friends then, we're good friends now. What I realized is what I was doing was really speculating. It wasn't investing. But more than anything, I thought to myself, wow, I could do better than that.
I treat all my clients as if it's my money because I don't want you to ever experience what I did. I know the feeling of disappointment when you invest and it doesn't work. And it inspired me really to sort of be a student and learn what works.
My name is Alan Friedman, I'm an investment advisor and portfolio manager, at CIBC Wood Gundy.
We’re proud of our relationships with our clients
"...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
We’re proud of our relationships with our clients
"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
We’re proud of our relationships with our clients
"One savvy friend said: 'choose someone who you can feel totally comfortable with asking stupid questions.' Alan has always been there—educating, advising and giving me the confidence and security I need to accomplish my goals." —Alison Connolly