Why achieving your financial goals is my passion - David Emami
A background of my story and why I became an Investment Advisor.
ORCHESTRAL MUSIC BEGINS] [0:00] On-Screen: The CIBC Private Wealth logo appears on the screen in full colour, occupying the center. Gradually, the logo decreases in size, creating a sense of depth, before fading into a pristine white background. [0:02] On-Screen: A smooth white fade transition unveils aerial drone footage of the CIBC building, prominently located in the heart of Downtown Ottawa, Canada. The camera pans slowly, capturing the grandeur of the building amidst the urban landscape. [0:05] On-Screen: The video transitions to white, while elegant text materializes, reading “David Emami, M.B.A. Investment Advisor,” in a sophisticated font. [0:08] On-Screen: The white fade transition dissipates, revealing David Emami walking confidently towards the camera, exuding professionalism. [0:09] Dialogue: Hi, I’m David Emami, an investment advisor with CIBC Wood Gundy, and this is my story. [0:15] On-Screen: A white fade transition gracefully leads to the next scene. [0:16] On-Screen: David Emami is shown picking up a book from the table in front of him, holding it with both hands, suggesting his commitment to knowledge and learning. [0:16] Dialogue: I immigrated to Canada at a young age. [0:18] Dialogue: There was a period where we lived in government-subsidized housing. On-Screen: David Emami speaks directly to the camera, dressed in a sharp suit and tie, standing in a beautifully appointed meeting room with tasteful décor. [0:22] Dialogue: I went through my share of adversities in those moments. On-Screen: David Emami walks past the camera in slow-motion, his stride purposeful and reflective of his journey. [0:25] Dialogue: This has built my character. On-Screen: David Emami continues walking, and the camera shifts to reveal the expansive view from the office window, showcasing Ottawa’s cityscape with its blend of historic and modern architecture.
[0:27] Dialogue: One of the major obstacles I faced was that I didn’t have anyone to provide me with guidance. On-Screen: David Emami resumes speaking directly to the camera in the same elegant meeting room, reinforcing his personal connection to the audience. [0:32] On-Screen: David Emami is seated in his office, working diligently on his desktop computer, embodying focus and professionalism. [0:34] Dialogue: I missed business and investment opportunities along the way. On-Screen: A behind-the-shoulder shot captures David Emami analyzing stock charts on his computer monitor, emphasizing his expertise in financial analysis. [0:38] Dialogue: Navigating through these difficult times, I learned valuable lessons, and I became more resilient and empathetic. On-Screen: David Emami picks up his glasses from the office desk and gracefully lifts them towards his face, readying himself for the next task. [0:41] On-Screen: David Emami, still in his suit and tie, continues speaking to the camera, set against the backdrop of an exquisite meeting room. [0:47] Dialogue: I completed my MBA at the University of Ottawa while working full time at the Royal Canadian Mint in precious metals and portfolio management. On-Screen: David Emami stands in the CIBC Wood Gundy lobby, delivering his message with conviction and poise. [0:50] On-Screen: David Emami descends a grand staircase inside the CIBC office space, symbolizing his journey and achievements. [0:57] Dialogue: My MBA ignited my entrepreneurial spirit. I used the knowledge and resources from my program and found the multi-unit franchises in the fitness and consumer goods industry. On-Screen: David Emami, once again speaking directly to the camera, is positioned in the stylish CIBC Wood Gundy lobby, a space that reflects success and sophistication. [1:03] On-Screen: David Emami writes diligently in his notepad inside his office, capturing his meticulous attention to detail. [1:06] On-Screen: David Emami, ever composed, continues his dialogue in front of the camera, set in the distinguished CIBC Wood Gundy lobby. [1:08]
On-Screen: David Emami stands by large windows, looking out thoughtfully towards the cityscape of Downtown Ottawa, conveying a sense of vision and foresight. [1:10] Dialogue: Despite my business success, my goal was always to be an investment advisor. I would always look up at the Wood Gundy sign. I knew this is exactly where I wanted to be. On-Screen: David Emami is seated in an office room with a picturesque view of Downtown Ottawa behind him. A green plant adds a touch of nature to the right of the frame, enhancing the serene atmosphere. [1:14] On-Screen: The CIBC Private Wealth - Wood Gundy sign is prominently displayed on a wall, symbolizing prestige and trust. [1:18] On-Screen: The camera smoothly pans to the left, revealing David Emami seated in the CIBC Wood Gundy lobby, holding a CIBC pamphlet with a sense of pride and accomplishment. [1:21] Dialogue: I am privileged to work with individuals and business owners to find new tailored solutions. I will spend time with you to better understand what you and your family need and what your future plans are. On-Screen: David Emami showcases his business cards at his desk, holding them confidently with his left hand. [1:23] On-Screen: David Emami speaks once more to the camera, set against the backdrop of the elegant CIBC Wood Gundy lobby. [1:28] On-Screen: David Emami picks up the phone at his desk, ready to connect with a client. [1:32] On-Screen: David Emami holds the phone to his ear, smiling warmly as he engages in a positive conversation with his client. [1:35] Dialogue: With the help of my CIBC trusted partners, we will design a comprehensive financial and investment solution to help you achieve your financial goals. On-Screen: David Emami adjusts his business cards, placing them neatly in front of him on the desk, showcasing his professionalism and organization. [1:38] On-Screen: David Emami is seen writing in his yellow notepad on his desk, immersed in his work. [1:42] On-Screen: A behind-the-shoulder shot captures David Emami continuing to write in his notepad, emphasizing his dedication and meticulous nature. [1:45] Dialogue: I want to help you through your wealth journey.
On-Screen: The CIBC Private Wealth sign is prominently displayed as David Emami walks across the frame from left to right, symbolizing his commitment to his clients' financial well-being. [1:48] Dialogue: I look forward to the opportunity of working with you. On-Screen: David is seated and speaking directly to the camera in an office room with large windows behind him. The view outside shows two tall office buildings, and a plant on the right side of the frame adds a touch of greenery. [1:50] [ORCHESTRAL MUSIC CONTINUES] [1:51] On-Screen: A drone clip of the CIBC Building in Downtown Ottawa offers a majestic perspective of the landmark. [1:53] On-Screen: David Emami’s hand is seen writing with a pen on a yellow notebook page, symbolizing the ongoing journey and plans for the future. [1:56] On-Screen: Disclaimer message “CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and "CIBC Private Wealth" are trademarks of CIBC, used under license. "Wood Gundy" is a registered trademark of CIBC World Markets Inc. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor
David Emami, MBA
Investment Advisor
Educated with an MBA from the University of Ottawa, with a background in managing portfolios with the Royal Canadian Mint in Precious Metals, I bring a wealth of diversified experience.
Founding and owning multi-unit franchises has helped me hone my entrepreneurial spirit and learn first-hand the relentless dedication it takes to succeed.
Understanding and navigating the difficulties of being a business owner has helped me develop a deeper understanding of taxation, investing within Holdco's and insurance; which has propelled me further to assist entrepreneurs and business owners reaching their investment goals with Wood Gundy.
I also partner with individuals, families, professionals, executives and charitable foundations within the community.
Success in favorable market conditions doesn't always reflect a Investment Advisors true skill; expertise is truly tested during challenging times.
Therefore, my main focus is on minimizing losses rather than solely pursuing profits.
I leverage strategies from CIBC Wood Gundy Investment Consulting Service (ICS), which offers a unique platform with a discretionary, separately managed account program, a diverse range of institutional investment managers, asset classes, and investment styles.
I will work with you to understand your priorities and develop a customized asset allocation tailored to your individual circumstances, presenting you with a personalized proposal.