Joel Bumanis, Investment Advisor at CIBC Wood Gundy

Joel Bumanis, Investment Advisor at CIBC Wood Gundy Investment and Wealth Management. All content on this profile page is my own and does not necessarily reflect the views of CIBC or its affiliates. (“WMI”).

Above all else, we help by providing stability and structure for the big changes in your life: Retirement, Business Transition, Divorce and Inheritance. The information provided herein is meant for Canadian residents only, is general in nature and does not contain any financial, legal, tax or investment recommendations or advice. Following or showing interest in a securities issuer on this site is

not a recommendation to invest in such issuer’s securities. Any commentary that might be construed as an endorsement or recommendation on this site should not be construed as explicitly or implicitly approved by me or CIBC or its affiliates. You agree that you will not communicate any personal or confidential information through this site. “CIBC Private Wealth Management” consists of services provided by CIBC and certain of its subsidiaries, through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC World Markets Inc. and ISI are both Members of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. CIBC Private Wealth Management services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth Management” are registered trademarks of CIBC.

Even though high interest rates are trashing share prices for clean energy companies, investors seem to optimistic about...
11/28/2023

Even though high interest rates are trashing share prices for clean energy companies, investors seem to optimistic about the future of investments.

Interest rates are driving up financing costs for capital-intensive clean energy companies, but sustainable investment funds show resilience

11/26/2023

In this week's The Week Ahead, Avery Shenfeld forecasts what we might expect to see in this week's Q3 Canadian GDP report and the November employment data.

Even though today's economy is much different than the economy of the past, share many of the same financial regrets o...
11/24/2023

Even though today's economy is much different than the economy of the past, share many of the same financial regrets of previous generations.

You don't have to be the same age to have the same regrets.

11/19/2023

For those looking at a sharply decelerating U.S. CPI, it’s important to remember that the Fed is playing tackle football, not touch. Read more in this week's The Week Ahead.

A new industry survey has identified the top 3 traits of the female investor: empowered, sustainable and goal-driven.
11/16/2023

A new industry survey has identified the top 3 traits of the female investor: empowered, sustainable and goal-driven.

How do high-net-worth women want to manage their wealth? Our exclusive new survey reveals three key trends that are set to shape the wealth industry for the long-term.

While institutional asset managers worldwide say they’re committed to , implementation challenges persist, an annual Mo...
11/14/2023

While institutional asset managers worldwide say they’re committed to , implementation challenges persist, an annual Morningstar survey suggests.

Top concerns are returns, lack of starndardized data and regulation, Morningstar survey says

11/12/2023

In this edition of The Week Ahead, CIBC's Avery Shenfeld examines this week's BoC deliberations and what they might mean for the Canadian .

The current economic environment has lead to new Gen Z investors having a unique money mindset compared to past generati...
11/10/2023

The current economic environment has lead to new Gen Z investors having a unique money mindset compared to past generations.

Gen Z is grappling with new financial challenges at a time of high inflation, expensive college costs and a competitive job market.

11/05/2023

Since Canada hasn’t decisively tipped into an outright recession yet, in this week's The Week Ahead, CIBC's Avery Shenfeld looks at another marker of a potential : unemployment.

Are you looking for ways to support a philanthropic cause? Wealth planning can be a great way to highlight opportunities...
11/02/2023

Are you looking for ways to support a philanthropic cause? Wealth planning can be a great way to highlight opportunities for charitable giving. Learn more about how to help support your community.

Wealth planning can be a great way to highlight opportunities for charitable giving and to help support your community.

According to a new survey by U.S. banks, the majority of investors across age groups are willing to underperform the mar...
10/31/2023

According to a new survey by U.S. banks, the majority of investors across age groups are willing to underperform the market in order to invest in companies aligned with their belief systems.

There are also a lot of signs that an ESG focus doesn’t necessarily mean an investor will sacrifice anything.

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T2G1A6

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+14032600499

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