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).

05/31/2026

This week in The Week Ahead, Avery Shenfeld highlights how, despite other priorities occupying the President, trade policy remains a key focus. The stalled momentum on Canada-US trade developments and the likely delay of the USMCA reviews Canada’s continued vulnerability to US tariffs and shifting trade strategies.

05/24/2026

This week in The Week Ahead, Avery Shenfeld highlights how US deficits and global tensions are keeping long-term Treasury yields high. Even if rates fall briefly, lasting challenges mean higher borrowing costs could continue to impact housing and economic growth.

05/17/2026

This week in The Week Ahead, Avery Shenfeld explores the growing concerns about the long-term impacts of AI and technology on the US and Canadian economies, and what it means for workers, shareholders and market trends.

Let's get "up to speed", so to speak.
05/14/2026

Let's get "up to speed", so to speak.

Hold-ups have weakened country’s export capacity, reduced pricing power and damaged reputation, Harry Culham warns

05/10/2026

In this week’s The Week Ahead, Avery Shenfeld highlights Kevin Warsh likely becoming the next Fed chair.

Although Warsh has some unusual ideas and a mixed history at the Fed, he probably won’t make big changes right away, since he’ll need to prove his independence and rely on the Fed’s experienced staff.

05/03/2026

In this week’s The Week Ahead, Avery Shenfeld highlights how ongoing tensions in the Persian Gulf are fueling higher oil prices, creating both opportunities and challenges.

Elevated prices are bolstering North American producers and Alberta’s fiscal position, yet persistent energy shocks threaten to disrupt central bank strategies, potentially postponing rate cuts or leading to further increases.

04/26/2026

In this week’s The Week Ahead, Avery Shenfeld suggests that inflation risks remain contained and interest rates are likely to stay on hold through 2026.

04/19/2026

In this week's The Week Ahead, Avery Shenfeld explores how shifting inflation expectations and the aftermath of the Iran conflict are shaping market outlooks and central bank policy in Canada and beyond.

04/12/2026

In this week’s The Week Ahead, Benjamin Tal discusses how the ongoing oil shock and the efficiency paradox are shaping the economic outlook for Canada and the U.S., cautioning that energy efficiency gains alone may not shield us from the current challenges.

04/05/2026

In this week’s The Week Ahead, Avery Shenfeld notes that President Trump is seeking a faster exit from the conflict, as the U.S. is now a net oil exporter.

Still, Americans face higher fuel prices due to global markets, and most households don’t benefit equally from increased energy revenues.

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

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Wednesday 8:30am - 4:30pm
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