The Duffield Investment Team

Peace of Mind Wealth Management

The Duffield Investment Team believes that your wealth does not begin and end with your investment portfolio. It also includes your business, your family and your life goals. Our approach to wealth management keeps all of this in mind.

Our wealth management process begins with the collaboration between the client and our Team. Through decisions made together, we develop a wealth management strategy that takes on a distinctly individual shape, reflecting your investment objectives and aspirations. We have a disciplined approach to portfolio management with a wealth of knowledge to draw from and believe in generating conservative, consistent returns for our clients.

With over 45 years of combined industry expertise, our Team has withstood the test of time and the onrush of challenging and turbulent markets. In addition to our experience, we differentiate ourselves by providing exceptional service to our clients.

To fully understand the breadth and depth of our services, we invite you to explore our website. If you would like to speak to someone on our Team or would like to meet with us for a complimentary portfolio analysis, please feel free to contact us.

Tony Duffield

Senior Investment Advisor, Portfolio Manager

(604) 864-3868

tony.duffield@cibc.ca

Tony Duffield is a Senior Investment Advisor and a Portfolio Manager with CIBC Wood Gundy. He has over 35 years of industry experience, having worked in Toronto and Calgary before moving to Abbotsford. Over the years, Tony has completed many industry courses, including the Chartered Investment Manager (CIM) and the Professional Financial Planning course. He is also Life Insurance licensed and can provide insurance and estate planning advice.

Tony has a conservative philosophy and holistic approach to investment and wealth management. He strives to build strong client relationships based on trust and transparency, and to provide financial peace of mind to clients.

Tony and his wife have lived in Abbotsford since 1991, and have three adult children. Outside of work, Tony enjoys being active in several different sports and also is a long-time community supporter - particularly with the Abbotsford Community Foundation, Chamber of Commerce, and United Way.