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
Lina has been with CIBC Wood Gundy for over 30 years. She has worked closely with Fred managing his clients' investments and expectations
Brenda has been with CIBC Wood Gundy for the past 20 years, and with the Walsh Team since 2006
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
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...
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...
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...
Get in touch with our team
21 King Street West, Suite 600, Hamilton, Ontario L8P 4W7
Tel: 905 526-4730 Fax: 905 526-4716