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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Allen Murphy

  • Home
  • About us
  • Services for Business Owners
    • Investment Management for Business Owners
    • Estate Planning
    • Business Transition Planning
  • Services for Investors
    • Investment Management for Investors
    • Financial Planning
    • Family Protection
  • Services for Retirees
    • Investment Management for Retirees
    • Cash Flow Planning
    • Estate Planning for Retirees
  • Market insights
  • Allen Murphy's Blog

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Address 123 Commerce Valley Drive East Suite 100 Thornhill ON, L3T 7W8
Telephone Number (905) 762-2229
Email Email us
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Welcome to a New Standard of Financial Care.

At the Murphy Advisory Team, we understand that your wealth is about much more than just numbers on a page. It's about securing your future, fulfilling your ambitions, and creating a lasting legacy for generations to come. That's why we provide more than just investment management - we offer a partnership built on trust, expertise, and a deep understanding of your unique financial journey.

 

Personalized Investment Management

Crafted around your goals and values, our investment strategies are designed to navigate complexities and deliver peace of mind.

 

Comprehensive Financial Planning

From retirement dreams to estate plans, we guide you through every aspect of your financial life with an advisor you can trust.

 

Dedicated Support for Business Owners and Retirees

We offer specialized services to ensure that business transitions are smooth and retirement years golden.

 

 

A Deep Personal Understanding

At the Murphy Advisory Team, we don't just manage wealth; we deeply understand our client's life, goals, and aspirations. Our quarter-century experience in wealth management has taught us that each financial journey is as unique as the individual undertaking it. We believe in building trust through genuine connections, ensuring our strategies are in line not just with your financial needs but with your life's aspirations.

Market Leading Insight

At the Murphy Advisory Team, our comprehensive approach is derived from an amalgamation of years of rigorous market analysis, sophisticated financial modeling, and robust risk management. We take pride in our capability to design and implement tailored financial solutions, addressing specific risk profiles, time horizons, and objectives of each institutional and individual client. Our portfolio customization is driven by meticulous research, utilizing both quantitative and qualitative techniques.

Complete Financial Clarity

We take pride in our work.  When managing your money, we care for it like it is our own.  Our attention to detail never waivers, nor does our commitment to help you reaching your goals.  No matter the circumstances, we will be fully transparent in our discussions.  Honesty is the best policy & we take full responsibility in attending to your financial needs.   

Holistic Wealth

We understand that the architecture of wealth is multifaceted. Beyond mere investment management, our holistic approach encompasses a suite of services from estate planning to business transition strategies. In collaboration with CIBC's specialists, we provide a symphony of financial expertise, ensuring every client's portfolio resonates with coherence and strategic intent.

 

"Strategic and tenured"

As a business owner, there have been a number of financial advisors who I have had the opportunity to invest my money with over the past 25 years. I can say without a doubt Allen and his team have been the most professional I have worked with. They are transparent, they don't beat around the bush, and they have always come to me with great insight on how I could improve my portfolio. They've consistently outperformed my financial expectations and I couldn't recommend them enough.

- GTA Business Owner

 

Support through a lifetime
of portfolio growth and life's
biggest financial decisions.

 

Contact us

Address

Allen Murphy Address
123 Commerce Valley Drive East
Suite 100
Thornhill, ON L3T 7W8
Telephone number: (905) 762-2229
Toll-free: 1 (800) 668-3800
Fax: (905) 762-2301
 

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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.