Ed Mannings, B.Comm.
Investment Advisor
Holding an Honors' Degree in Finance from the University of British Columbia, and with 40 years of professional experience helping his clients in achieving their financial goals, Ed Mannings is well qualified to be your Investment Advisor. Ed believes that successful investing begins with developing a strong personalized "one to one" relationship with each of his clients, allowing for a full understanding of his clients' needs, objectives and risk tolerance.
Ed offers a full range of investment services to his clients to help them meet their objectives, including a full range of equity investments, guaranteed investments, Registered Retirement Savings Plans (RRSPs) and Registered Retirement Income Funds (RRIFs), retirement and financial planning, cash management, and third-party money management consultation. Capitalizing on the strengths of CIBC Wood Gundy, Ed also has access to many other leading financial, estate, investment, insurance and business planning professionals, as well as access to in-depth research and analysis, and online tools and resources.
Ed stresses a long-term balanced approach to investing, and emphasizes a clear goal of managing risk, to help his clients determine their best investment strategies. He believes that helping you avoid poor outcomes through the common pitfalls of investing, such as non-diversification or speculation, is just as important as finding the right investments for you. Client satisfaction is a number one goal, built on a relationship of trust, of providing you with regular portfolio reviews and performance reports, and of providing you with relevant and objective advice to help you make informed decisions.
Michelle Mannings, RIAC
Investment Advisor
Michelle is passionate about her career as an advisor. She loves helping individuals and families accomplish their short and long term financial goals. She has taken a keen interest in responsible investing and ESG factors to provide an added layer of risk management to portfolios and helping clients to feel good about how they're investing their money.
Michelle and the team will assist you not only with comprehensive financial advice, but also strategic portfolio management and planning solutions to help meet your personal situation and needs. Providing peace of mind to our clients that their best interests will always be at the forefront of our recommendations.
Working closely with all our partners at CIBC (CIBC Trust, Private Banking, Commercial Banking and Retail) we can ensure all your financial needs are taken care of.
Michelle and her team look forward to hearing from you and helping you to achieve financial wellness and freedom.
Ed Mannings, B.Comm.
Holding an Honors' Degree in Finance from the University of British Columbia, and with 40 years of professional experience helping his clients in achieving their financial goals, Ed Mannings is well qualified to be your Investment Advisor. Ed believes that successful investing begins with developing a strong personalized "one to one" relationship with each of his clients, allowing for a full understanding of his clients' needs, objectives and risk tolerance.
Ed offers a full range of investment services to his clients to help them meet their objectives, including a full range of equity investments, guaranteed investments, Registered Retirement Savings Plans (RRSPs) and Registered Retirement Income Funds (RRIFs), retirement and financial planning, cash management, and third-party money management consultation. Capitalizing on the strengths of CIBC Wood Gundy, Ed also has access to many other leading financial, estate, investment, insurance and business planning professionals, as well as access to in-depth research and analysis, and online tools and resources.
Ed stresses a long-term balanced approach to investing, and emphasizes a clear goal of managing risk, to help his clients determine their best investment strategies. He believes that helping you avoid poor outcomes through the common pitfalls of investing, such as non-diversification or speculation, is just as important as finding the right investments for you. Client satisfaction is a number one goal, built on a relationship of trust, of providing you with regular portfolio reviews and performance reports, and of providing you with relevant and objective advice to help you make informed decisions.
Michelle Mannings, RIAC
Michelle is passionate about her career as an advisor. She loves helping individuals and families accomplish their short and long term financial goals. She has taken a keen interest in responsible investing and ESG factors to provide an added layer of risk management to portfolios and helping clients to feel good about how they're investing their money.
Michelle and the team will assist you not only with comprehensive financial advice, but also strategic portfolio management and planning solutions to help meet your personal situation and needs. Providing peace of mind to our clients that their best interests will always be at the forefront of our recommendations.
Working closely with all our partners at CIBC (CIBC Trust, Private Banking, Commercial Banking and Retail) we can ensure all your financial needs are taken care of.
Michelle and her team look forward to hearing from you and helping you to achieve financial wellness and freedom.
Jill Anderson
Jill has been serving clients in the wealth management industry since 1994. Jill’s experience and comprehensive understanding of financial systems will allow her to assist you and answer any questions you may have. Jill brings several years of client-focused service and account administration experience. Her broad understanding of client account-related needs will always be attended to in a timely and efficient manner. Some of her responsibilities include opening and maintaining client accounts, customer service in the cash management, and ensuring that your requests are met with care and accuracy. Jill looks forward to helping assist you and take care of your needs.