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Parent Marsden Advisory Group

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Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust

OUR TEAM

We all have unique goals. Let us help you reach yours.

Terry Parent

Terry Parent, CIM®

Senior Investment Advisor
(613) 783-7848
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terry.parent@cibc.ca
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Terry Parent, Investment Advisor with CIBC Wood Gundy, has 33 years of experience in the financial services industry, and is able to provide clients with comprehensive wealth management services.

I am committed to helping you achieve all your financial goals by providing you with innovative solutions designed to meet your specific needs. But I offer more than just investment advice – by leveraging the expertise of my partners across the CIBC group of companies, I can provide you access to a full range of products and services that incorporates everything.

• Charitable Giving

• Investment Management

• Tax Efficiency

• Retirement and Estate Planning

• Business Succession Planning

• Family Needs

• Banking and Credit Solutions

Patrick Marsden

Patrick Marsden, CIM®

Senior Investment Advisor, Associate Investment Advisor
(613) 783-6849
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patrick.marsden@cibc.com
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Patrick Marsden, Senior Investment Advisor with CIBC Wood Gundy, has 28 years of experience in the financial services industry.  Armed with this experience, he is able to provide clients with sound and comprehensive wealth management services.  No matter how simple or complex your financial needs may be, we can help you meet them through our highly personalized approach.  

  • Investment management and asset allocation
  • Retirement and retirement income planning and solutions
  • Financial and estate planning
  • Individual pension plans and business succession planning
  • Philanthropic services including management and administration

CONTACT US

We're happy to hear from you.

If you have questions or feedback, or would like a second opinion about your investment portfolio, contact us.

Terry Parent

Senior Investment Advisor

Email: terry.parent@cibc.ca Opens in your email client
Telephone number: (613) 783-7848Opens in your telephone provided application

Patrick Marsden

Senior Investment Advisor, Associate Investment Advisor

Email: patrick.marsden@cibc.com Opens in your email client
Telephone number: (613) 783-6849Opens in your telephone provided application

Address

Parent Marsden Advisory Group Address
555 Legget Dr
Suite 1030
Kanata, ON K2K 2X3
Telephone number: (613) 783-7848
Toll-free: 1 (888) 801-3335
Fax: (613) 271-1509

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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.