Devin Toth, MA, CFA
Tel:
(403) 266-0120Email:
devin.toth@cibc.comDevin began his career in Toronto in 1995 working as a currency trader for a major Canadian bank, from which he went on to work as a U.S. short-term interest rate trader and, eventually, a fixed income analyst. In 2002, he joined CIBC World Markets as Executive Director, Equity and Fixed Income Structured Products. Devin helped drive CIBC’s structured product business to be one of the most successful and innovative in Canada.
Before joining CIBC Wood Gundy in 2009, Devin served as Director, Canadian Equity Derivative Sales at an investment bank on Wall Street in New York. There, he was exposed to a variety of products and asset classes, including hedge funds, mutual funds, insurance, debt and equity. From his front row seat at the center of the financial world in New York, Devin gained an in-depth understanding of what it takes to be a successful advisor and investor.
Brad Toth
Tel:
(403) 260-0580Email:
brad.toth@cibc.comBrad Toth provides financial advice to affluent clients. With his comprehensive knowledge Brad builds personalized investment strategies for clients, provides seasoned financial analysis and conducts portfolio reviews
Originally from Saskatchewan, Brad attended the University of Regina and completed a Bachelor of Administration degree with Distinction in 1999 and started working in the financial industry shortly thereafter. Brad has received the Certified Financial Planner (CFP) designation, providing him the expertise to examine a family’s financial picture at the highest level of complexity in order to develop a meaningful financial plan. He has also earned the prestigious Chartered Financial Analyst (CFA) designation, allowing him to offer discretionary investment management services. Brad also holds a level II insurance license, which he uses to advise on both personal and corporate insurance solutions.
Brad joined CIBC Wood Gundy in 2012. He is a registered Portfolio Manager, and the chief architect of the Toth Financial Group’s Model Portfolio construction methodology and day-to-day management.
Devin Toth, MA, CFA
Portfolio Manager
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Devin began his career in Toronto in 1995 working as a currency trader for a major Canadian bank, from which he went on to work as a U.S. short-term interest rate trader and, eventually, a fixed income analyst. In 2002, he joined CIBC World Markets as Executive Director, Equity and Fixed Income Structured Products. Devin helped drive CIBC’s structured product business to be one of the most successful and innovative in Canada.
Before joining CIBC Wood Gundy in 2009, Devin served as Director, Canadian Equity Derivative Sales at an investment bank on Wall Street in New York. There, he was exposed to a variety of products and asset classes, including hedge funds, mutual funds, insurance, debt and equity. From his front row seat at the center of the financial world in New York, Devin gained an in-depth understanding of what it takes to be a successful advisor and investor.
Brad Toth
Investment Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Brad Toth provides financial advice to affluent clients. With his comprehensive knowledge Brad builds personalized investment strategies for clients, provides seasoned financial analysis and conducts portfolio reviews
Originally from Saskatchewan, Brad attended the University of Regina and completed a Bachelor of Administration degree with Distinction in 1999 and started working in the financial industry shortly thereafter. Brad has received the Certified Financial Planner (CFP) designation, providing him the expertise to examine a family’s financial picture at the highest level of complexity in order to develop a meaningful financial plan. He has also earned the prestigious Chartered Financial Analyst (CFA) designation, allowing him to offer discretionary investment management services. Brad also holds a level II insurance license, which he uses to advise on both personal and corporate insurance solutions.
Brad joined CIBC Wood Gundy in 2012. He is a registered Portfolio Manager, and the chief architect of the Toth Financial Group’s Model Portfolio construction methodology and day-to-day management.