How Geoff Pennal works with Not for Profit and Public Sector clients

 

My name is Geoffrey Pennal, I am an Investment Advisor at CIBC Wood Gundy, and I specialize in working with Municipalities to help manage their investments.

 

I’ve been working in the investment field for 20 years.  Growing up I was always interested in investing, but one of my biggest motivators was helping others. From a young age I was actively involved in working for charitable organizations where I loved knowing I was making a difference.

 

It’s no surprise that when my career started I naturally gravitated towards clients in the not for profit and public sector space.  I take pride in knowing when I’m helping my clients I’m helping so many others that you support.  My family and I love camping and exploring all over our beautiful Province, and when I come across a project or something else I’ve helped support through my investments it fills me with pride.

 

In my role I understand my client’s needs to provide a good investment return, but more importantly to pursue a better return in a prudent, conservative manner.  Your stakeholders are relying on it, and its my mission to make that happen.

 

To do so, my clients rely on me to be up to date on the latest municipal regulations, investment concepts and economic outlook.  Needless to say, my team is constantly striving to learn more to better help our clients.

 

Education for my clients is also a very important part of my practice.  I understand that my clients need all the information possible to assist them in making the right investment decisions for their organization.

 

I regularly present to stakeholders, help create and manage Investment Policy Statements, and work closely with your other service providers to ensure your organization meets its goals.

 

I’m supported by a fantastic team of associates at Wood Gundy who are dedicated to ensuring my clients questions and needs are met in a timely, professionally manner.

Behind me, the team at CIBC World Markets is staffed by fixed income and economic experts.  They help me navigate the traditional fixed income world while also introducing new investment concepts – often before anyone else.

 

I love knowing what I’m doing is helping so many people. I wake up excited to meet new challenges and shares ideas and I go to sleep knowing I’ve helped make a difference – and that’s a great feeling.

 

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CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.

 

CIBC Private Wealth Management consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc.

"CIBC Private Wealth Management" is a registered trademark of CIBC, used under license. "Wood Gundy" is a registered trademark of CIBC World Markets Inc.

 

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.