Brady Clark Advisory Group - CIBC Wood Gundy - Quinte Branch

Brady Clark Advisory Group - CIBC Wood Gundy - Quinte Branch In a world of mass-market services, Brady Clark Advisory Group maintains a tradition of close relati http://www.cibc.com/pwm-socialmediadisclaimer

Sam Brady

Sam Brady, Senior Portfolio Manager, Senior Wealth Advisor – 20 years with BCAG, 29 years of industry experience

• Bachelor of Business Administration (BBA), Honours Finance, Wilfrid Laurier University 1996
• Canadian Securities Course (CSC) 1996
• Conduct and Practices Handbook (CPH) 1996
• Midland Walwyn 90-day Training Program 1996
• Professional Financial Planning Course (PFP) 1999


• Hedge Funds Cource (HFC) 2004
• Portfolio Management Techniques Course (PMT) 2007

Sam Brady has been a qualified Portfolio Manager with CIBC Wood Gundy since 2008 (registered through Canadian Investment Regulatory Organization)

Ian Clark

Ian Clark, Senior Portfolio Manager, Senior Wealth Advisor – 8 years with BCAG, 29 years of industry experience

• Bachelor of Science (BSci), Wilfrid Laurier University 1996
• Canadian Securities Course (CSC) 1996
• Conduct and Practices Handbook (CPH) 1996
• Midland Walwyn 90-day Training Program 1997
• Canadian Options Course (COC) 1997
• Professional Financial Planning Course (PFP) 1999
• Portfolio Management Techniques Course (PMT) 2014
• Investment Management Techniques (IMT) 2014
• Chartered Investment Manager (CIM) 2014

Ian Clark has been a qualified Portfolio Manager with CIBC Wood Gundy since 2014 (registered through CIRO).

09/01/2026

Bid on exclusive money can't buy items & experiences with Belleville General Hospital Foundation. Enter into one of our charity auctions, prize draws

Brady Clark Advisory Group is proud to support The Children's Foundation and their ongoing investments into the youth of...
09/01/2026

Brady Clark Advisory Group is proud to support The Children's Foundation and their ongoing investments into the youth of our community. Go team go!

We are proud to support Bodhi Yearwood and his U11 teammates during this year’s Quinte Red Devil AAA hockey season.
09/01/2026

We are proud to support Bodhi Yearwood and his U11 teammates during this year’s Quinte Red Devil AAA hockey season.

08/30/2026

In this week’s Week Ahead, Avery Shenfeld makes the case that, even after last week’s breakdown in trade talks, Canada still needs to stay at the table with the U.S.

While reducing that dependence is an important long-term goal, his view is that the immediate priority is to keep dialogue open and work with U.S. allies who also have a stake in avoiding further escalation.

Go Bearcats! We are so pleased to sponsor this fine team of U11AA young ladies and their 2026-2027 season on the ice. 🏒 ...
08/27/2026

Go Bearcats! We are so pleased to sponsor this fine team of U11AA young ladies and their 2026-2027 season on the ice. 🏒 🥅 Belleville Bearcats

08/23/2026

In this week’s Week Ahead, Avery Shenfeld argues that the U.S. midterms are unlikely to materially alter trade policy, given that much of the Trump agenda has been advanced through executive orders.

This helps explain why Canada has not seen the post-midterm period as a particularly promising window for tariff negotiations.

08/16/2026

In this week’s Week Ahead, Avery Shenfeld notes that despite the recent calm in markets, the outlook for the Persian Gulf and oil prices remains highly uncertain.

He argues that the current stability in crude should not be taken as reassurance, since prices could move lower if a deal is reached, or rise sharply if the standoff persists.

08/09/2026

In this week’s Week Ahead, Avery Shenfield highlights the surprising rebound in Canada’s export sector, with real export volumes reaching a new high in Q2 and helping support GDP growth.

While energy and some US-bound exports have led the recovery, ongoing tariff risks, weak manufacturing investment, and capacity constraints suggest the momentum may be difficult to sustain.

08/02/2026

In this week’s The Week Ahead, Avery Shenfeld examines what the bond market may be signaling about the Fed’s decision to hold rates steady, and unpacks one of the key unanswered questions from Chair Warsh’s press conference on inflation, growth and the likelihood of further rate hikes.

Proud to continue our support of the YMCA in the Quinte region.
07/27/2026

Proud to continue our support of the YMCA in the Quinte region.

✨ Thank You, CIBC Private Wealth - Brady Clark Advisory Group! ✨

We are incredibly grateful to CIBC Private Wealth - Brady Clark Advisory Group for stepping forward as the Presenting Sponsor of the 3rd Annual Night in White Garden Party in Quinte on Friday, October 2nd.

Your support plays a meaningful role in making this memorable evening possible—an event that brings people together to celebrate community, connection, and a shared vision for a stronger, healthier future. Thanks to valued partners like you, this special night will leave a lasting and meaningful impact.

Don’t wait — last year SOLD OUT!
https://a-night-in-white-garden-party-quinte-2026.raiselysite.com/

Address

199 Front Street, Suite 210/Quinte Branch
Belleville, ON
K8N5H5

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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