Brady Clark Advisory Group - CIBC Wood Gundy - Quinte Branch

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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).

11/01/2026

In this week’s Week Ahead, Avery Shenfeld points to an unusually information-rich stretch for markets and central banks, with the U.S. election, Middle East developments, and Canada-U.S. trade risks all set to shape the rate outlook.

He notes that the path for both the Fed and the Bank of Canada could shift quickly depending on whether geopolitical tensions push energy prices higher or diplomatic progress eases inflation pressures.

10/25/2026

In this week’s Week Ahead, Avery Shenfeld looks at the unusual policy split taking shape, with markets expecting the Fed to pause while the Bank of Canada leans toward another hike.

He argues that U.S. inflation may still warrant tighter policy, while in Canada, softer core inflation and growing economic uncertainty suggest there may be more value in waiting.

10/18/2026

In this week’s Week Ahead, Avery Shenfeld explores the recent slide in the Canadian dollar and the challenge it poses for the Bank of Canada. While a weaker loonie can lift inflation and support export growth, he notes that the bigger issue is the widening gap between a U.S. economy buoyed by AI-driven investment and a Canadian economy that may be less able to absorb higher interest rates.

Congrats to the Christmas Sharing Program for a successful launch of their first annual Walkathon. Our group was happy t...
10/17/2026

Congrats to the Christmas Sharing Program for a successful launch of their first annual Walkathon. Our group was happy to be presenting sponsor the 2026 event.

The Christmas Sharing Program has been helping people in need during the Holiday season for over 50 years.

Christmas Sharing Program

10/11/2026

In this week’s Week Ahead, Avery Shenfeld looks at how polls and surveys can sometimes give a misleading read on the economy.

He argues that unweighted consumer and business sentiment measures may miss where spending power is concentrated or where sector-specific stress is most severe, a risk that matters as the Bank of Canada weighs mixed signals ahead of its next rate decision.

Brady Clark Advisory Group was happy to once again support the YMCA’s Night in White. Fun event and even better investme...
10/05/2026

Brady Clark Advisory Group was happy to once again support the YMCA’s Night in White. Fun event and even better investment in the Y’s programming in the Bay of Quinte region.

10/04/2026

In this week’s Week Ahead, Avery Shenfeld explores the widening gap between surging U.S. corporate earnings and far more subdued economic growth. He argues that a rising share of income flowing to profits, combined with AI-driven spending and a diminished labour share, is boosting earnings today, but could eventually weaken the household demand needed to sustain broader economic growth.

Awesome. Great to see the home team supported by the home team.
10/02/2026

Awesome. Great to see the home team supported by the home team.

Go Bearcats!
10/01/2026

Go Bearcats!

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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