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 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 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. 

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.

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.

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, 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.

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.