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 Friedman Investment Group, Value Beyond Returns

Friedman Investment Group

Value Beyond Returns

  • Home
  • Our blog
  • Principles  
    • Our principles
    • Our philosophy
    • Our pledge to clients
    • Testimonials
  • Range of services  
    • Our services
    • Research
    • Viewpoint
    • 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."

 
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Alan Friedman, CIM, FCSI

Portfolio Manager

Investment Advisor

Tel:

(416) 594-5500

Email:

alan.friedman@cibc.ca

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As the head of the Friedman Investment Group, Alan is responsible for overall direction, investment strategy and is also the Group's 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.

Shelly Steidman

Investment 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 Group 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, CIM

Investment Advisor

Tel:

(416) 369-8526

Email:

chris.amodeo@cibc.com

Chris is the most recent addition to the Friedman team, although he’s not new to the investment management industry. Chris is focused on helping families build, grow and preserve their wealth. Before joining Friedman Investment Group, 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. 

C. Terrence Fisher, CFA

Portfolio Manager

Investment Advisor

Tel:

(416) 594-5595

Tel:

(905) 988-2967

Email:

terry.fisher@cibc.ca

Terry has been with Friedman Investment Group 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 Group's 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.

Alan Friedman, CIM, FCSI

Portfolio Manager
Investment Advisor
(416) 594-5500
alan.friedman​@cibc.ca
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As the head of the Friedman Investment Group, Alan is responsible for overall direction, investment strategy and is also the Group's 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.

Shelly Steidman

Investment Advisor
(416) 594-5598
shelly.steidman​@cibc.ca

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

Our Friedman Investment Group 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, CIM

Investment Advisor
(416) 369-8526
chris.amodeo​@cibc.com

Chris is the most recent addition to the Friedman team, although he’s not new to the investment management industry. Chris is focused on helping families build, grow and preserve their wealth. Before joining Friedman Investment Group, 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. 

C. Terrence Fisher, CFA

Portfolio Manager
Investment Advisor
(416) 594-5595
(905) 988-2967
terry.fisher​@cibc.ca

Terry has been with Friedman Investment Group 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 Group's 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.

 
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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.

Daniela Bubersky

Client Associate

Tel:

(416) 594-7111

Email:

daniela.bubersky@cibc.com

Daniela provides administrative support to our clients. Having spent 4 years as a customer service representative at CIBC, she is a great addition to our group.

Josh McIntyre, CIM

Associate Investment Advisor

Tel:

(416) 594-5594

Email:

josh.mcintyre@cibc.ca

A great addition to our team, Josh has over 11 years experience, primarily at CIBC Wood Gundy. He’s a Charted Investment Manager (CIM®) and shares our belief in the value we deliver to our clients.

Molly Friedman

Administrative Assistant

Tel:

(416) 369-8792

Email:

molly.friedman@cibc.ca

Molly, the most recent addition to our team, provides administrative support to our clients. No stranger to CIBC Wood Gundy, she was a branch assistant at the Yorkville branch for six years.

Daniela Bubersky

Client Associate
(416) 594-7111
daniela.bubersky​@cibc.com

Daniela provides administrative support to our clients. Having spent 4 years as a customer service representative at CIBC, she is a great addition to our group.

Josh McIntyre, CIM

Associate Investment Advisor
(416) 594-5594
josh.mcintyre​@cibc.ca

A great addition to our team, Josh has over 11 years experience, primarily at CIBC Wood Gundy. He’s a Charted Investment Manager (CIM®) and shares our belief in the value we deliver to our clients.

Molly Friedman

Administrative Assistant
(416) 369-8792
molly.friedman​@cibc.ca

Molly, the most recent addition to our team, provides administrative support to our clients. No stranger to CIBC Wood Gundy, she was a branch assistant at the Yorkville branch for six years.

 

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 Group, 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

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.

 

a team of three     a team of three   

@AlanFriedmanWG

 
 
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“CIBC Private Wealth Management” 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 Management 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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