MP
MP

Moens Pedersen

6 Years of Experience
Toronto

Moens Pedersen is a registered investment advisor at Cibc Global Asset Management, based in Toronto, with 6 years of industry experience. Moens operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10,439 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
10,439 clients
Average Client Portfolio
$15.6M average
Assets Under Management
$162.8B

Fee Structure

Investment management only (planning not offered)

CIBC GAM charges institutional clients a management fee based on a percentage of the assets they manage. The fees are calculated monthly and billed quarterly. The specific fee depends on the investment strategy, the size of the account, and the servicing requirements. There is also a minimum annual fee that varies by strategy. Some clients may also be charged a performance-based fee.

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Location

18 York St., Suite 1300, Toronto, M5J 2B8

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cibc Global Asset Management
March 2020 - Present · 6 yrs 2 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Moens Pedersen - Financial Advisor | TrueAdvisor