supplied
Adam Doering, Portfolio Manager, CFA, CFP
CIBC Wood Gundy
390 Brant Street #500, Burlington, Ontario, L7R 4J4
Team Assets (Custodied)
$468-million
Typical Size of Household Accounts
$1-million -
$5-million
Minimum Account Size for New Business
$1-million
Typical Net-Worth of Relationships
$2-million -
$8-million
Adam Doering has been an advisor with CIBC Wood Gundy for over 20 years. His team prides itself on a wealth management philosophy that has been shaped by some of North America’s largest pension and endowment funds. Their models emulate an approach that uses both traditional and non-traditional investments, with a focus on private credit, commercial mortgages and private real estate.
Adam fosters meaningful relationships with clients. The members of his team share a passion for what they do, and are proud to be ranked as a top advisory group in Canada. Adam believes that this accomplishment is only possible because of their experience and caring.
Adam is a graduate of the University of Western Ontario, and holds the highly regarded Chartered Financial Analyst designation, and the Certified Financial Planner designation.
He lives in Burlington with his wife, Christine, and their two daughters. Their family is proud to be part of the community and believe that giving back is something that has made Burlington great. They are passionate supporters of the Halton Learning Foundation, Joseph Brant Hospital, Halton Women’s Place and the Art Gallery of Burlington.
Advertising feature produced by Globe Content Studio. The Globe’s editorial department was not involved.