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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Hall Wealth Management

  • Home
  • Who We Are
    • Our Team
    • Integrated Approach
    • Community Engagement
  • Our Services
    • Investment Management
    • Financial Planning
    • Estate Planning
  • Our Clients
    • Business Owners & Executives
    • Healthcare Professionals
    • Farming & Agriculture
    • Retirees
  • Media & Resources
    • Hall Wealth Management Team Booklet
    • Our Blog
    • Newsworthy
  • Testimonials
  • Let's Connect

Business Owners & Executives

Address 72 King Street West Suite 302 Cobourg ON, K9A 2M3
Telephone Number (905) 372-5272
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Business Owners & Executives

Understanding the intricacies of wealth associated with business ownership and executive positions, we ensure that your complex needs receive the meticulous attention they warrant. We work along side you to create a plan that allows you to meet your goals personally and professionally. You've worked hard for your money - let's make your money work hard for you.

 

As advisors to a select group of business owners, family business members, and retired executives, we devote the time and personalized attention necessary to fully address each of your unique needs.  Our team caters to business owners in the GTA, including Cobourg, Northumberland, and the Kawartha Lakes. 

 

  • Tax Minimization
  • Optimizing Business Sale or Purchase
  • Succession Planning
  • Diversification of Assets
  • Efficient Charitable Giving
 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” 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. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.