Investment Advisor, Vice Presidentmore
Toll Free: +1 (800) 449-9939
Fax: (519) 371-1892
Mobile: (705) 443-0191
Jeremy Wentworth-Stanley - Introduction
With forty years of experience in the securities industry, the approaches I apply to guide and assist investors to meet their financial goals are grounded in common sense, flexibility and good judgment. The platform as offered by CIBC Wood Gundy is one within which all phases of the capital markets are available to be integrated into clients' individual and personal preferences, with the result that our business relationships are enjoyable, consistent and successful. My focus emphasizes consulting with investors at two levels; one to ensure we have a clear understanding of their financial goals within the context of an acceptable risk tolerance; and two, to maintain regularly scheduled face-to-face "asset review" meetings to assess our clients' expectations and to confirm the composition of the investments continues to fit with developments in the economic and market climate. Naturally this style of investing complements our estate planning role in order that assets may migrate to a future generation with ease and the objective of minimizing the incidence of taxation.
My education incorporates Eton College, and McGill University (B.A. Classics). Having entered the securities industry in 1971, my career included corporate research, institutional sales and trading, international investment banking and syndication, and private client investment advisory services. In 1979 I moved to the Owen Sound office to practice as an Investment Advisor. My wife and I have raised our two daughters and live on a farm (horses!). Community activities include my involvement in the Owen Sound Hospital Foundation (chair of the Investment Committee), Rotary, Church, the new Regional Recreation Centre, and the CIBC Wood Gundy Christmas Miracle.