ABOUT US

Helping you achieve financial success

 
 
Fred Walsh CIM, FCSI
First Vice-President, Investment Advisor

Fred has worked in the Investment business for 40 years and has been working at CIBC Wood Gundy for last 33 years

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Austin Walsh, CIM, RRC
Investment Advisor

Austin began his career with CIBC Wood Gundy in 2012, Since then he has been working side by side with the Walsh Investment Group

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Lina Moote
Financial Associate

Lina has been with CIBC Wood Gundy for over 30 years. She has worked closely with Fred managing his clients' investments and expectations

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Brenda Mckay
Financial Associate

Brenda has been with CIBC Wood Gundy for the past 20 years, and with the Walsh Team since 2006

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OUR SERVICES

STABLE. COMPREHENSIVE. TEAMWORK.
 

At The Walsh Investment Group we pride ourselves on helping simplify and organize our clients' individual financial needs. We utilize our extensive relationships across the complete CIBC group of companies, and our broad existing professional network to help achieve the goals and targets of our clients.


 
  • FINANCIAL PLANNING
  • ESTATE & TRUST PLANNING
  • EQUITIES
  • INSURANCE SOLUTIONS
  • TAX ADVISORY AND STRATEGIES
  • REGISTERED PLANS
  • WEALTH MANAGEMENT
  • FIXED INCOME
  • SUCCESSION PLANNING
  • INTERGENERATIONAL WEALTH TRANSFER

 

 

 

 

 

 

 

 


FREQUENTLY ASKED QUESTIONS

Things That You May Want to Know

 
 What is your investment philosophy?

Although there are many successful ways to invest, we are firm believers in value investing. We strive to produce stable returns for our clients while trying to control volatility. We incorporate fundamental and technical analysis in all of our decisions.

 What do you look for in a client?

We look for clients to form a long term partnership with us. Our philosophies and goals must fit as well as be comfortable with each other as we will be working together to attain our clients' goals. We generally work with High Net Worth individuals, families, and small businesses that have minimum $500K in investable assets.

 How are you compensated?

We run a fee-based business. We believe in being very open and honest about our fees which are determined by the amount of investible assets a client has. Please send us an email to inquire. 

 How Long have you been in business?

We have been wealth advisors for more than 30 years. We believe our extensive amount of experience comforts clients during volatile times.

 

Latest Blog Posts

August Index Return Monitor

Published by Austin Walsh on Aug 17, 2017

Index Return Monitor It is important to us that our clients have an understanding of what is going on in the market. At The Walsh Investment Group we have access to research from top professionals across...

Power of Attorneys and your Estate

Published by Austin Walsh on Feb 22, 2017

At The Walsh Investment Group, one of the first questions we ask is, “Do you have an up-to-date will and power of attorney?” . It is incredibly important for our clients that we make sure there is a well-articulated...

January Index Return Monitor

Published by Austin K. Walsh on Jan 13, 2017

Index Return Monitor It is important to us that our clients have an understanding of what is going on in the market. At The Walsh Investment Group we have access to research from top professionals across...

Retirement Financial Flaw

Published by Austin Walsh on Jun 30, 2016

Retirement – the most discussed subject in the financial industry. It is every client’s greatest concern – “Will I have enough money to live happily in retirement?”   Lance Roberts of Clarity Financial...

Do You Know What Your Tax Rate Is?

Published by The Walsh Investment Group on Apr 15, 2016

  At CIBC Wood Gundy we are lucky enough to be able to work with well-respected individuals across many financial fields. Jamie Golombek is Managing Director, Tax & Estate Planning with CIBC. You might...

 

CONTACT US

Get in touch with our team

  21 King Street West, Suite 600, Hamilton, Ontario  L8P 4W7

  Tel: 905 526-4730 Fax: 905 526-4716  

 

 
 

 

 

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