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The Naish Advisory Group

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Address 644 Main Street Suite 113 Moncton NB, E1C 1E2
Telephone Number (506) 862-5129
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Our goal is to provide you comfort in knowing your financial affairs are in order so you have the freedom and peace of mind to spend your time doing what matters most to you.

Your aspirations are unique. At The Naish Advisory Group, we take the time to understand what drives you. Then we customize wealth strategies, investment advice and tax-efficient investment planning solutions to help you reach your financial goals and preserve your legacy.

With a collaborative and disciplined approach, we partner with individuals, families, professionals, executives, business owners and charitable foundations in the community.

Ask us how we can help set your ambitions in motion.

We have a passion for helping families and business owners with solutions that are tailored to you and/or your business needs. We strongly believe having a solid, comprehensive financial plan is the cornerstone of your financial well-being. Togeher with our CIBC partners, a key part of our role is to provide you and your family with financial planning services that give you the confidence and peace of mind to live the life you want.

 
Alexander Naish

Alexander Naish, CIM®, CFP®

Senior Investment Advisor
(506) 862-5129
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alexander.naish@cibc.com
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Alex has a Bachelor of Commerce with a concentration in Finance from McMaster University. He also holds the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP) designations which allow him to provide sophisticated and complex financial planning that is individualized for each clients unique needs.

With over 15 years of experience in financial services, Alex specializes in portfolio design, investment management, options, insurance and financial planning. He provides retirement advice, legacy planning, tax and estate planning, and business transition planning solutions. As an advisor working with professionals, families, and business owners he provides an all-encompassing approach to the management of clients’ personal and professional wealth not only for today but for future generations.

Outside of the office, Alex loves traveling with his wife and 3 boys, volunteering in the community, as well as both playing and coaching soccer.

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Address

The Naish Advisory Group Address
644 Main Street
Suite 113
Moncton, NB E1C 1E2
Telephone number: (506) 862-5129
 

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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.