$cibc
Skip to main content Skip to navigation CIBC Wood Gundy | Client Login | Français | CIBC.com | CIBC Websites
CIBC Wood Gundy
Home
Meet The Team
Advisory Services
Financial Planning
CPMS
ICS
Estate Planning
Oakville
277 Lakeshore Road East
Oakville, Ontario
L6J 6J3
Map Link
Tel: (905) 842-6770
Toll Free: +1 (800) 268-0621
Fax: (905) 842-7114

Craig McElroy

Investment Advisor

more
Tel: (905) 337-5415
Fax: (905) 842-7114
craig.mcelroy@cibc.ca

Craig McElroy

Titles & Designations

  • Investment Advisor

Languages Spoken

  • English

Specialties

  • Advisory & Professional Investment Management Services
  • Registered Retirement Savings Plans (RRSPs)
  • Business Transition Planning
  • Discretionary Portfolio Management
  • Managed Money Accounts
  • Registered Education Savings Plans (RESPs)
  • Registered Retirement Income Funds (RRIFs)
  • Retirement & Estate Planning Services
  • Financial Planning Services
  • Segregated Funds

Licensed In

  • Ontario
  • New Brunswick
  • British Columbia
  • Alberta

Doesn't Anybody Pick Stocks Anymore?

by George Buckley, Investment Advisor, CIBC Wood Gundy

Have you ever wondered why your Investment Advisor may not have recommended stocks to you, and instead has you in mutual funds or other "managed money" solutions?

For smaller investors, mutual funds may be good exposure to the stock market, but for larger more experienced investors mutual funds are not necessarily the answer. Effective stock selection may be.

There is a problem. The average investor or Financial Advisor may not have access to the same information as some highly respected institutions and pension fund managers to make informed decisions about which stocks would be right for their objectives and goals. I have that access.

I am an experienced Investment Advisor with over 30 years managing investment portfolios for affluent clients. I make my stock selection process using an independent analytical system from CPMS (a Morningstar company) in addition to the research of CIBC Wood Gundy, and CIBC World Markets.

It's all about being as informed as possible to make the best decisions. The CPMS research database is the same tool that institutional and pension-fund money managers use. For the last 25 years, these professional money managers have relied on CPMS to create and manage their investment portfolios. Believe it or not, less than 2% of Investment Advisors in the industry in Canada have access to this database.

This database develops model portfolios ranging in content from "value" to "momentum" investing. These models have returned 13% to 21% compounding per annum versus the TSX at only 8.45%*. As a user and subscriber of this database, I have the competitive advantage of being able to offer this time-tested solution that has generated results well in excess of the TSX over the last 25 years.

My extensive experience combined with the backing of CIBC and access to the best tools available has helped me serve the needs of my clients for many years. I have recently relocated to the Oakville office and I welcome the opportunity to introduce you to my investment process. I am confident you will find it of considerable interest.

* Annualized returns since Dec 31st 1985 up to Feb 10 2012 (dividends reinvested).

George Buckley is an Investment Advisor with CIBC Wood Gundy in Oakville. The views of George Buckley do not necessarily reflect those of CIBC World Markets Inc.

George Buckley

First Vice President, Investment Advisor

CIBC Wood Gundy

277 Lakeshore Rd E, Oakville | 905-337-5421 | george.buckley@cibc.ca

Click Here For CPMS Performance

Rates | FAQ | Agreements | Trademarks & Disclaimers | Privacy & Security | IIROC AdvisorReport
IIROC Website CIPF Website
Text Size: Set smallest text size Set medium text size Set larger text size Set largest text size Contrast: Normal | High
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.