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Waterloo Chronicle (Waterloo, On1868), 20 Nov 1996, p. 15

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C.M. Oliver began to set up its Ontario operations in Toronto two and a half years ago with retail and capital market divisions. Today it has 10 financial planning branches from Hamilton to Last week C.M. Oliver & Co. President Bill Sacre and C. Michael O‘Brien, Chairâ€" % man and CEO of Planvest Capital Corp., % parent company of C.M. Oliver, had a _ ; firstâ€"hand look at the firm‘s newest office on the corner of King Street South and Willis Way in Uptown Waterloo, with area manager Peter Chandler. h The storefront office, with its brightly â€" painted walls and a double French door leading into the lobby, is a far cry from traditional investment firms located in . "If 1 was to use the analogy of a wagon wheel, 1 would view this office as the hub, From left: C.M, C with the number of spokes coming off of § anea CX this office that would encompass a Lisâ€" Chandlet and Pls towel, a Cambridge, a Gueiph, an Elora Chai and CE and an Elmira," said Peter Chandler, an met Jast week at 18â€"year veteran of the investment busiâ€" offict in w ness. Uptown "All of these communities have wealth. And all of these comâ€" munities require and should expect services on a local basis," said C.M. Ofliver may be new to the Waterloo community, but the people behind the 89â€"yearâ€"old name are very familiar m-wam\\mwmm ces running the local operation of the F B.C.,â€"based investment company, the firm is quite familiar with what this area has to % offer and what investors in this commuâ€" Familiar faces behind doo of Waterloo C.M. Oliver iliar faces behind doors R Jj.d e s }? es ue Mane S.ac,.uuc.‘ll.“nrwraa Chandler Planvest a met at newest prodig company‘s From left: C.M. Oliver President Bill o t Mason Oliver, a Canadian Pacific Railway telegrapher, incorpoâ€" rated the firm. Today, C.M. Oliver, a major operating subsidiary of Planvest Capital Corp., is a publicly traded holding company listed on the Toronto and Vancouver stock exchanges under the Ortawa that have been creased in the last 15 months. "From a corporate finance point of view, we‘re imieresied in financing Canadian natural resource companies and Canadian 1echnology companies," said O‘Brien. "In this particular area we feel there are 2 lot of young, technolâ€" ogy â€"based companies that will need financing. That‘s 2 niche of ours, financing these companies to the tune of $5 w $25 million. There are very few other firms that are carving out that particular niche. For most banks it‘s just 85 too small of a market to be profitable," The roots of CM. Oliver reach back to 1907 when Charlie mm rau ts old in in es ies 4 t to bring their child in so they can get an introduction, whether it‘s buying the kid a couple of shares of Maple Leal Gardens so they could go to the annual meeting, or buying shares in Irwin Toys or Disney. 1 think it‘s important to educate on an However, by bringing the company to the street level, Chandler also anticipates CM. Ofiver will attract the interest of peoâ€" ple who never thought about investing. _ "We wanied to make sure that we were in a visible location when we moved into town," said Chandler. "My philosophy has always been that everybody should have the right w good financial advice Education has always been a very imporâ€" tant component of how we approach the "I‘m encouraging a mother and father to i £ > W KA Giftot Lasting Ualut be acmuemsemmammt macrmer~eâ€" F*%* EGRAYSTONE GALLERY 14 PRINCESS ST. E., WATERLOC 746â€"6852 Open Tues. to Sat. 1000 to 5:00 _ _ Extended hours by appointment

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