CIM, FCSI, PFPmore
Toll Free: (800) 387-1865
Fax: (416) 369-8987
Our goal is to help our clients and their families realize their dreams by providing a complete range of wealth management strategies and personalized solutions.
WHO WE ARE
Over 11 years, John has helped clients at varying stages of their lives achieve their personal and financial goals. Every client is provided with a comprehensive investment proposal to meet their individual needs. Each plan emphasizes a long-term approach that includes investment planning, estate planning, tax efficient investment strategies and insurance. We also work hard to provide each client with world-class service including quick response times.
A study of the performance of pension funds found that more than 90 percent of a portfolio's performance results from its asset allocation, which is the distribution of assets among stocks, bonds, and cash. Yet most investors spend as little as five percent of their portfolio management time on this very important task. Your comprehensive investment proposal will identify the asset allocation that is appropriate for your personal financial situation. Clients receive ongoing portfolio reviews to ensure compliance with your target asset allocation.
JOHN P. FINI, CIM - INVESTMENT ADVISOR
John became a private client wealth management advisor after completing an Honours Bachelor of Business Administration degree from Wilfrid Laurier University. After working with a major Canadian investment firm, John joined CIBC Wood Gundy in 2000 as an Investment Advisor. In order to expand his knowledge and skills required for success as an Investment Advisor, John has obtained the Canadian Investment Manager designation. To better serve his clients, John has also obtained his insurance and stock options licenses.
You can e-mail John at firstname.lastname@example.org or call 416 369-2889.
JENNIFER BARRERA - ADMINISTRATIVE ASSISTANT
Please feel free to contact Jennifer with your questions.
You can e-mail Jennifer at email@example.com or call 416 369-4530.
CIBC Miracle Day
CIBC Miracle Day is an employee-driven fundraiser that started at a Wood Gundy branch in 1984. Since its inception, funds raised on CIBC Miracle Day have benefitted children in communities across the country, through the support of a variety of initiatives, including breakfast programs that provide a healthy start to the school day and recreational programs that build a child's confidence and self-esteem.
Today, CIBC Miracle Day is one of Canada's largest one-day corporate fundraising events devoted to children's charities. On the first Wednesday of December each year, participating CIBC Wood Gundy Investment Advisors and CIBC’s Capital Markets team donate their fees and commissions to help children's charities across Canada who make miracles happen in our communities every day.