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

Brady Clark Advisory Group

  • Home
  • About Us
    • Our Team
    • Our investment philosophy
    • Client service agreement
  • Testimonials
  • Services
    • Our solutions
    • Specialized services
    • Accounts
  • Market insights
    • Blog
  • Community
  • Integrated approach
 

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Brady Clark Advisory Group boasts over 100 years of combined market and advisory experience. We are a team of professionals working primarily with affluent individuals, their families, and corporations. We are extremely proud of our role in advising many charitable institutions and distinguished foundations within our community.

Through our extensive experience, we have collected a wealth of knowledge and developed behavioural characteristics that consistently help our clients achieve their personal goals in the most efficient way possible.

Our investment style, developed through years of exposure to every market cycle and economic condition, is patient and prudent. When considering your Financial and Estate Plan we favour plain language and long-term thinking.

In financial markets, many elements can feel out of your control at times. What you can control is the advisor you work with, and their level of expertise and work ethic. We invite you to consider the Brady Clark Advisory Group, and uncover what has made our clients consistently satisfied for decades.

If you would like more information or you would like to request a meeting, please click here.

 
Hicks

Connor Hicks, CIM®

Associate Investment Advisor
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Wright

Sherry Wright

Client Associate
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Brynn Jones

Administrative Assistant
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Sam Brady

Sam Brady, B.B.A., PFP

Senior Portfolio Manager
Senior Wealth Advisor
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Ian Clark

Ian Clark, CIM®

Senior Portfolio Manager
Senior Wealth Advisor
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Elliott

Sandra Elliott

Associate Investment Advisor
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Hicks

Connor Hicks, CIM®

Associate Investment Advisor
Opens in a new tab.
 
Wright

Sherry Wright

Client Associate
Opens in a new tab.
 

Brynn Jones

Administrative Assistant
Opens in a new tab.
Learn more

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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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more

Contact us

Address

Brady Clark Advisory Group Address
Century Place, 199 Front Street
Suite 210
Belleville, ON K8N 5H5
Telephone number: (613) 966-5588
Toll-free: 1 (866) 266-2907
Fax: (613) 966-8854

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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.