Gary Pelow, CFA
Investment Advisor
Licensed as a Registered Representative in 1986, options licensed in 1988 and in receipt of his Chartered Financial Analyst designation since 1996, Gary has been managing the assets of high net worth individuals, corporations, entrepreneurs and public company executives for over 25 years. And regardless of where you might fit in, his approach remains the same:
He always takes the time to fully understand clients' needs and goals. This, coupled with his wide-ranging knowledge of the industry, means he can offer some of the best, most diverse, most innovative choice of solutions. As an example, consider one of his many interests -- searching for and researching potential investing opportunities in small capitalization growth companies.
Without ever losing sight of the risks. Without ever losing sight of fact that his mission is to help build client portfolios that perform well in good markets and preserve wealth in poor ones. To preserve capital and provide growth, while generating income as needed.
In other words, to quote the legendary investor and author, Howard Marks, "Great investing requires both generating returns and controlling risk. And recognizing risk is an absolute prerequisite for controlling it."
A true believer in balanced, diversified portfolios Gary describes himself as one part aggressive, one part conservative and always on the look-out for a whole lot of value. He sees himself, not only as an advisor, but also as a champion. Someone who can help you identify, prioritize and achieve your financial goals. He lays out the road map and ensures its followed, so you can enrich the quality of your life.
To Learn more about CIBC Wood Gundy Yorkville Group, Click Here
Jason Cohen, LLB, MBA
Investment Advisor
In the business for just about a decade, Jason's background in both law and business has given him a broad base of learning about equity and credit markets and tax and estate planning. As part of his job, he constructs, rebalances and monitors client portfolios; and also ensures that the asset allocation is tailored to each individual's needs. In addition to working with Gary he also supports and advises the other Yorkville Group advisors on new products, trade ideas, market currents and investment themes.
Gary Pelow, CFA
Licensed as a Registered Representative in 1986, options licensed in 1988 and in receipt of his Chartered Financial Analyst designation since 1996, Gary has been managing the assets of high net worth individuals, corporations, entrepreneurs and public company executives for over 25 years. And regardless of where you might fit in, his approach remains the same:
He always takes the time to fully understand clients' needs and goals. This, coupled with his wide-ranging knowledge of the industry, means he can offer some of the best, most diverse, most innovative choice of solutions. As an example, consider one of his many interests -- searching for and researching potential investing opportunities in small capitalization growth companies.
Without ever losing sight of the risks. Without ever losing sight of fact that his mission is to help build client portfolios that perform well in good markets and preserve wealth in poor ones. To preserve capital and provide growth, while generating income as needed.
In other words, to quote the legendary investor and author, Howard Marks, "Great investing requires both generating returns and controlling risk. And recognizing risk is an absolute prerequisite for controlling it."
A true believer in balanced, diversified portfolios Gary describes himself as one part aggressive, one part conservative and always on the look-out for a whole lot of value. He sees himself, not only as an advisor, but also as a champion. Someone who can help you identify, prioritize and achieve your financial goals. He lays out the road map and ensures its followed, so you can enrich the quality of your life.
To Learn more about CIBC Wood Gundy Yorkville Group, Click Here
Jason Cohen, LLB, MBA
In the business for just about a decade, Jason's background in both law and business has given him a broad base of learning about equity and credit markets and tax and estate planning. As part of his job, he constructs, rebalances and monitors client portfolios; and also ensures that the asset allocation is tailored to each individual's needs. In addition to working with Gary he also supports and advises the other Yorkville Group advisors on new products, trade ideas, market currents and investment themes.