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Ballard Mudge Financial Group

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Address 1250, René-Lévesque West Blvd. Suite 3100 Montreal QC, H3B 4W8
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Driving on a snowy road

WHEW! 2022 IN REVIEW

David Mudge

February 06, 2023

There have only been 4 times in history when both the bond market and the equity market have sold off at the same time for an entire calendar year. The others were 1931 with the start of the great de...

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3 Year Old- Cake

THE CANADIAN FOCUSED EQUITY PORTFOLIO- 3 YEARS IN

David Mudge

September 27, 2021

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.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.