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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

Investment Management for Business Owners

Address 123 Commerce Valley Drive East Suite 100 Thornhill ON, L3T 7W8
Telephone Number (905) 762-2229
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Investment Management for Business Owners

 

Allen Murphy’s Advisory Team recognizes the deep connection between a business’s success and its owner’s personal wealth.  
 
We understand the challenges of accessing and leveraging the wealth housed and created by personal corporations.
 
As partners, you will find we have an emphasis on strategy and planning; combined with an in-depth expertise that enables a unified financial plan tailored to your business and personal growth.
 

 

Investment Advice Based on Leading Market Insights

 

Analyst Data forms Backbone of our Strategy

With 25 years of experience helping Business Owners grow and protect their capital; we get it.

The best way to build investment portfolios that last the test of time is to commit to a research based approach to investment. As our client, you can have the peace of mind that our investment decisions are informed by CIBC's internal capital markets research and statistical analysis.

The strength and network of the entire CIBC Ecosystem behind your portfolio. As portfolio managers, we have access to countless leading market insights, economists, and services that consistently improve the strength and makeup of your portfolio.

 

Advice Rooted in Your Personal Financial Vision

Planning the blueprint of your financial future

Investing as a business owner entails more than just diversification and portfolio capital growth. It's essential to recognize that your business's health and potential often influence your personal financial journey.

 

 

Central to our approach for business owners is the integration of a personal Vision Document and a Personal Financial Organizer (PFO). These pivotal tools capture not only the major financial milestones intrinsic to your portfolio but also the bedrock principles shaping your investment strategy. Together, they provide a roadmap tailored to your unique financial journey and investment strategy.

 

Our Client Process

Our portfolio management process is broken down into a cycle of four stages:

  1. The Financial Vision
  2. The Financial Plan
  3. Asset Management
  4. Reporting
 
   

Common FAQ

   
       
           

Asset Allocation - Are there any assets I can't hold as part of my portfolio?

           

We are not beholden to any one asset class. We always choose a mix that will be the best fit for your portfolio. Whether that be liquid assets on a stock exchange (such as stocks or bonds) or alternative income sources (such as real estate, private debt, hedge fund investing, private equity, or factor investing.)

       
       
           

Discretionary Management - How is my portfolio managed?

           

We are actively involved in managing our clients' portfolios on a daily basis. We constantly are looking for outliers, underperforming assets, and opportunities for our clients; and are investing and trading on their behalf accordingly.

 
   

Our Expertise has Changed Our Clients Lives And Saved Fortunes

It's been 13 years now since I've opened an corporate account with Allen and his team and I can't recommend them enough. They answer my voicemails promptly, always come to the table with great advice, and they are the utmost professional.  

 

Start today,

Be secure for the rest of your life

 
 
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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.