
Allen Murphy
Allen’s focus is on building and managing diversified strategies that stand the test of time. He applies his... | Vaughan, Vaughan, Canada
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Allen Murphy’s Emails al****@ci****.com
Allen Murphy’s Phone Numbers No phone number available.
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Allen Murphy’s Location Vaughan, Vaughan, Canada
Allen Murphy’s Expertise Allen’s focus is on building and managing diversified strategies that stand the test of time. He applies his analytical skills in a process driven manner to optimize gains and minimize risks, achieving our client’s goals for income, growth and tax minimization. The Murphy Advisory Team’s discipline and process delivers results and peace of mind to our clients. After graduating from his studies in Engineering and Business, Allen continued his education by attaining the Professional Financial Planning Designation (PFP). He also earned the Chartered Investment Management Designation (CIM) which offers him the ability to conduct discretionary portfolio management services on behalf of his clients. In addition, Allen has the Chartered Life Underwriter Designation (CLU), acting as a Life Insurance Advisor with CIBC Wood Gundy Financial Services Inc. Specializing in high-level investment strategies tailored to affluent clients, Allen has built a reputation as an expert/educator on a wide variety of investment topics and an Investment Advisor to affluent investors. Allen is married with three sons and has been actively involved in coaching minor league hockey. In addition to his love of hockey, Allen is also an avid skier, golfer and water sports enthusiast.
Allen Murphy’s Current Industry Cibc Wood Gundy
Allen
Murphy’s Prior Industry
Siemens
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Fortune Financial
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Midland Walwyn Capital
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Merrill Lynch
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Cibc Wood Gundy
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Work Experience

Cibc Wood Gundy
Investment Advisor/ Portfolio Manager
Mon Jan 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Merrill Lynch
Investment Advisor
Thu Jul 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)
Midland Walwyn Capital
Investment Advisor
Mon Jun 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jul 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time)
Fortune Financial
Investment Advisor
Wed Oct 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jun 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time)
Siemens
Buisness Development Manager
Sun Jun 01 1986 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Sep 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time)