Naumann

3451 Saint Laurent Boulevard, 2nd floor 
Montreal (QC) H2X 2T6
Call us at (1) 514-815-3306
Email us at info@naumann.co

Français

3451 Saint Laurent Boulevard, 2nd floor 
Montreal (QC) H2X 2T6
Call us at (1) 514-815-3306
Email us at info@naumann.co

The Relevance
Connection

 and bring money and investment ideas together. 

Financial advisors need sophisticated, thoughtful investment ideas and have virtually no time to research them. Portfolio managers have those skills in spades. The right vehicle and deep, deep relevance brings the two tribes together. 

Advising the advisors

Advising the advisors

Daily market news is everywhere, yet precious little of it is useful to financial advisors taking the long-term view for individual investors. What if advisors had a go-to resource for a broad base of this kind of information, one that offered a glimpse into the minds and ideas of CIBCs expert portfolio managers?  Then buyers of investment ideas would be drawn magnetically to this indispensable new source. 

The idea channel

Starting in 2011, Rogers Media partnered with Naumann to create an investment webcast for CIBC Global Asset Management on two web-based platforms. We put together a national team of seasoned producers from Vancouver to Montreal to gather pertinent insights from CIBC portfolio managers and deliver it twice a week to over 38,0000 financial advisors mailboxes, browsers and mobile devices.

The idea channel
Relevance to go

Relevance to go

More than 25 experts now contribute to the branded Advisor-to-Go program from Toronto to Hong Kong, Sidney, L.A. and Edinburgh. The result: a wide-ranging outlook on global investment to help advisors pick the best assets for their clients retirement plans. 

Our work for CIBC & Rogers:

 

  • 200+ webcast episodes and counting
  • Extensive coverage of markets, from Asia to Europe and Latin America
  • Diversified asset classes, from blue-chip stocks to junk bonds to REITs
  • Special editions (roundtables, remixes) 

Together, weve created from scratch a whole new media platform for the Canadian financial services industry. The project has been a big success, in no small part because of Naumanns ability to recognize strategic opportunities and deliver on them.