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

The Machado Advisory Group

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Whether you are an individual investor, or are in charge of institutional assets, choosing the right investments has become a challenge in recent years. Faced with a growing number of investment options, a very challenging market environment, and ever-changing tax laws, you need skilled assistance to make the right choices. It is becoming more evident that making good investment decisions will be necessary for financial stability.

Proper management of your investments requires careful research and continual monitoring - which are two activities that most people don't have the time or the resources to do. The Machado Advisory Group offers conservative, professional management of your investments through the development of a diversified, custom-tailored portfolio in which your investments match your needs.

The Machado Advisory Group is comprised of four investment professionals whose combined experience totals over 50 years.

Carlos Machado

Carlos Machado

Portfolio Manager, Senior Wealth Advisor

(204) 946-9897
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carlos.machado@cibc.ca
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Carlos has been in the financial industry since 1992, beginning his career with a leading bank where he held a management role in several branches. From there, he went onto currency trading where he structured foreign currency options/forward contracts and spot transactions for that bank's largest corporate clients. In 1997, Carlos accepted a position at a leading brokerage firm and began his career as an Investment Advisor. Carlos moved to CIBC Wood Gundy in 2002 in order to continue on with his Investment Management career. He holds a Bachelor of Arts degree in Economics from the University of Manitoba, is licensed in Canadian and U.S. Options and Commodities and holds his Manitoba, Ontario, and Saskatchewan Insurance Licenses. When not in the office, Carlos enjoys spending much of his time with his two children, Lucas and Nicholas.

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.

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Our Team

 
Carlos Machado

Carlos Machado

Portfolio Manager
Senior Wealth Advisor
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Shannon Hildebrand

Shannon Hildebrand, CIM, FMA, FCSI

Portfolio Manager
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Emma Braun

Administrative Assistant
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Mariz Panganiban

Client Associate
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Simon Braun

Administrative Assistant
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Contact us

Address

The Machado Advisory Group Address
1 Lombard Place
20th Floor, Suite 2000
Winnipeg, MB R3B 3N9
Telephone number: (204) 946-9806
Toll-free: 1 (866) 241-6764
Fax: (204) 943-2350

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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.