Aligning our Values – Investing for positive change

Corporate Social Responsibility (CSR) has become one of the standard business practices of our time. Companies committed to CSR make a powerful statement and positive impact in an often indifferent world.

It’s all connected.

My Name is Ian Candfield, I am a Senior Wealth Advisor with CIBC Wood Gundy. For over 20 years, I have provided affluent clients with an investment experience that is highly structured and easily understood to ultimately help clients achieve their investment goals. My philosophy is conservative in nature.

I am passionate about Socially Responsible Investing (SRI). SRI allows me to align my personal beliefs with my investment choices. Investors don’t have to give up returns when investing in SRI Funds and they actually increase downside protection by screening for Socially Responsible Companies. I am a member in good standing of the Responsible Investment Association of Canada.

Sustainable and responsible investing

Green your portfolio and support companies that care about people and the planet. Companies are realizing that sustainability goes beyond the short-term financials. Long-term viability requires value be placed on social and environmental components of business. A good business is also a good citizen.

I am committed to making a difference in my community. I support the Crusade against Cancer and have recently accepted a position on the Board of Directors of the TQSOI. Both charities support Montreal’s West Island communities.

To learn more about establishing a Wealth Management Platform that includes Financial and Estate Planning and Socially Responsible Portfolio Management, please call me at 514 694 -7281.

Let’s build a better world together.

This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives will receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. © CIBC World Markets Inc. 2019.

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.

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

Services Offered in RI
  • Charitable giving
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
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  • Alberta
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