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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

About us

Address 123 Commerce Valley Drive East Suite 100 Thornhill ON, L3T 7W8
Telephone Number (905) 762-2229
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About Wood Gundy

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
Allen Murphy

Allen Murphy, CIM

Investment Advisor, Portfolio Manager
(905) 762-2229
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allen.murphy@cibc.ca
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"Profit from Our Experience"

 

Allen brings over 25 years of investment and business experience to his position of Investment Advisor. Allen is one of only a few advisors in Canada licensed as a Portfolio Manager. This involves directly managing three investment funds for his clients.

He believes in managing client wealth through a close, personal relationship built on trust, expertise and a thorough understanding of their needs. From investing to using insurance and tax strategies to maximize and preserve client wealth, he helps meet all aspects of his clients' financial goals throughout their lifetimes.

Allen is married with three sons and has been actively involved in coaching minor league hockey.  In addition to his love of hockey, Allen is also an avid skier, golfer, motorsports and water sports enthusiast.

 

 

Maggie Seni

Client Associate
(905) 762-2261
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maggie.seni@cibc.ca
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Maggie has been in the financial services industry for over 30 years.  

 

Her knowledge, commitment and dedication ensure our clients' requirements are met promptly and efficiently.  She can be contacted directly regarding the administration of your account and general inquires.

 

Maggie has a passion for baking and dearly enjoys her time in the kitchen.

 

 

 
Andrea Doria

Andrea Doria, BCOM

Client Associate
(905) 762-2245
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andrea.doria@cibc.com
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Andrea is a graduate of York University with an Honours Bachelor of Commerce degree in Finance.

 

As a Registered Representative with CIRO, Andrea works closely with your advisor on your financial journey and will be with you every step of the way.

 

In his spare time, you will either find him at the gym or participating in a variety of different sports.  He is very active & quite the competitor.  

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
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As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.