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Ballard Mudge Financial Group

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1250, René-Lévesque West Blvd. Suite 3100 Montreal QC, H3B 4W8

David Mudge

February 04, 2021

Annual commentary

Turning the Page on 2020

Turning the Page on 2020

Related posts

David Mudge

June 17, 2021

Vintage Gas Station Sign

COMPANY SPOTLIGHT: ALIMENTATION COUCHE TARD INC

When building a portfolio of assets, investors hold several criteria in mind that guide their investment choices. Company Spotlight aims to dive deeper into the qualities that guide our team’s investm...

David Mudge

September 27, 2021

3 Year Old- Cake

THE CANADIAN FOCUSED EQUITY PORTFOLIO- 3 YEARS IN

Since Inception, the portfolio has returned 16.70% annually through August 31, 2021 beating the benchmark return by 3.47% annually.

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CIBC Private Wealth” 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 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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