Vice-President, Portfolio Manager, Investment Advisor
Toll Free: +1 (800) 265-4954
Fax: (519) 822-3061
Gary J. Stewart, CIM, FCSI
Trust Performance Integrity Expertise
Gary's long standing tenure and record of client service represents a commitment to manage his clients' interests with integrity, a willingness to set forth realistic expectations, and a fundamental belief that principles are not a luxury. They are everything.
With over 20 years of experience in the capital markets, Gary is uniquely positioned to draw on his skills to create and manage strategic solutions that work for your investment and financial goals.
A graduate of the University of Guelph in 1987 majoring in economics and management, Gary is a Vice President, Investment Advisor at CIBC Wood Gundy. He holds the Chartered Investment Manager (CIM) and Fellow, Canadian Securities Institute (FCSI) designations, and has earned the title of Portfolio Manager. An integral member of his team, Gary's Investment Advisor Assistant, Brenda McGrath, works with him to provide a level of service that his clients have come to rely on.
Investing and Wealth Management
Identifying your unique financial goals and objectives begins with understanding you. Through a series of meetings and frank discussions, which may include your family or your other advisors, such as your account or lawyer, Gary will gain a thorough understanding of your current situation as well as your financial goals. The information gathered during this part of the process forms the foundation of a unique investment strategy for now and years to come.
Determining your optimal asset mix begins with reviewing your existing strategy, portfolio and financial goals. A comprehensive series of questions helps us identify your expected and required returns and acceptable levels of variation, all of which are uniquely and specifically tailored directly to you. This information will continually help us to benchmark the effectiveness of your strategy as we move forward.
Solutions that work for you are created with the objective of minimizing risk levels through appropriate diversification based on your personal objectives, risk tolerance, income needs and tax requirements. Your portfolio can be designed using one or a combination of the following: discretionary investment managers, individual stocks, bond and other securities, pooled fund structures, individual investment managers and proprietary funds.
Keeping you informed in a clear and timely manner is something we are very proud of. Through our detailed monthly reporting, quarterly performance summaries and comprehensive tax packages, our goal is to provide you with clear, concise and timely reporting. We are fully prepared and capable of generating specific reports reflecting fiscal year-ends or aiding in more granular analysis as needed.
Enhancing Success Beyond Your Investment Portfolio
Investment success goes well beyond the design and implementation of an investment portfolio. It expands to include a detailed wealth management strategy encompassing many if not all of the following:
- Retirement planning
- Protecting your assets and income
- Tax-effective investing
- Wealth and estate planning
- CIBC partners for banking and credit management
- Charitable giving
- Education funding
- Business succession planning
Through the vast resources of CIBC Wood Gundy and the extensive scope of our partners throughout the CIBC group of companies, Gary and his team are fully prepared to offer a level of service to meet your investment and financial goals, always working within his guiding principles of trust, performance, integrity and expertise.