Harty Advisory Team

HARTY ADVISORY TEAM

Our Team goal is to make sure our clients receive the utmost in planning, investment management and service.

We believe our clients hire us to ensure their investments are invested wisely within the confines of their tolerance for risk. While rate of return is important, this objective is superseded by our clients' need to preserve their capital. This need to preserve capital is a central characteristic to all of our clients.

As Senior Portfolio Manager, Kerry has the privilege of making investment choices for clients on a discretionary basis. To manage this process, Kerry spends time with each client to determine his or her unique investment objectives. During this process, Kerry will discuss investment objectives, tolerance for risk, time horizon, quality standards, tax implications, and the need for income. This leads to an Investment Policy Statement that clearly outlines each client's unique investment needs.

Our Team is committed to ensuring that all of our clients financial needs are looked after. We have recently expanded our Team to include "in-house" estate and financial planning. This addition ensures that our clients estate and financial plans are reviewed and executed on an ongoing basis.

For more information, please don't hesitate to reach out to our Team at: mailbox.hartyadvisoryteam@cibc.com

Events

Planning for summer cottages and winter condos

Nov 24, 2022 02:00 PM Mountain Standard Time - Nov 24, 2022 03:00 PM Mountain Standard Time

Whether you own a cottage in Canada or a condo in the US, it’s never been more important to have the suitable tax and estate planning considerations in place. Please join us as we hear from two subject matter experts as they discuss what you need to know when planning for your vacation properties.

Speakers

Jamie Golombek, Head of CIBC Tax and Estate Planning
Christine Perry, Partner, Gowlings WLG LLP

RSVP

What to Consider When Exiting a Business

Oct 27, 2022 02:00 PM Mountain Daylight Time - Oct 27, 2022 03:00 PM Mountain Daylight Time

Selling a business is never easy and entrepreneurs often focus on one aspect of the sale to the detriment of the larger picture. Please join us as we explore some of the key areas you should be considering before you sell your company, including the practicalities of the sale process; some key tax considerations you should take into account before selling; and what life looks like for the family enterprise post-sale.

Speakers

• Trevor Gough, Managing Director and Head, CIBC Mid-Market Investment Banking

• Jamie Golombek, Head of CIBC Tax and Estate Planning

• Susan Wood, Director of CIBC Wealth Advisory

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Women and Mental Health

Sep 21, 2022 02:00 PM Mountain Daylight Time - Sep 21, 2022 03:00 PM Mountain Daylight Time

Many disorders associated with brain-aging affect women, either directly or indirectly. Please join us on World’s Alzheimer’s Day as we hear from thought leaders on how best to protect cognitive vitality and prevent against brain-related illnesses,

as well personal experiences in coping with a spouse suffering with Alzheimer's.

Speakers: The Hon. Lisa Raitt and Lynn Posluns

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Philanthropy doesn’t always mean donating money

Aug 04, 2022 06:00 PM Mountain Daylight Time - Aug 04, 2022 07:00 PM Mountain Daylight Time

Canadians are increasingly being strategic and deliberate in their philanthropic endeavors. While historically this has led to questions about the ideal structure, for some the conversation is turning to the method of funding.

Please join us as we hear from Kate Lazier, Director Wealth Strategist, Anne-Marie Isaacson, CIBC Estate Planning Specialist and Maria O’Reilly, General Manager, The Upside Foundation on how the use of appreciated shares, insurance and even private capital may be suitable alternatives to donating cash

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Midway Soiree by Youth Empowerment & Support Services (YESS)

Jun 24, 2022 11:00 PM Mountain Daylight Time - Jun 25, 2022 02:00 AM Mountain Daylight Time

The Midway is in town!

Snap on your fanciest suspenders and bring your special someone to Fort Edmonton Park. Here you will experience delicious treats, masterful stilt walkers, and even a barbershop quartet as you stroll through the illuminated scenery. The Midway is everything for an Insta-worthy night you will never forget!

RSVP

Trends in Real Estate

Jun 23, 2022 06:00 PM Mountain Daylight Time - Jun 23, 2022 07:00 PM Mountain Daylight Time

Monthly Webinar

CIBC Family Office is pleased to invite you to our 2022 Webinar Series.

Please join us for a fireside chat with two thought leaders in the Canadian real estate sector, as they discuss current trends and future outlook, and share their thoughts on key issues including the housing shortage, the impact of Return to Office on the urban vs suburban debate, and what affect the Federal and Provincial Governments will have on the real estate market.

Over the course of this year, we will be hosting thought leaders across a wide range of fields, including economics, art, tax and estate planning, investments, cybersecurity, mental health and financial fluency.

If you would like further information on CIBC Family Office 2022 webinar series, please contact us.

RSVP

The Art and Science of Collecting

Apr 28, 2022 06:00 PM Mountain Daylight Time - Apr 28, 2022 07:00 PM Mountain Daylight Time

Please join us as we hear from thought leaders on some key questions you should be considering as you navigate the art industry. How do you begin to collect art and how do you decide when to consider selling? Who are the key players in the art industry, how can they assist you as you collect art and what impact do they have on the market? And finally, what should you be considering once you own art from a tax and estate perspective.

Speakers

• Debbie Pearl Weinberg – Executive Director, Tax and Estate Planning

• Leah L. Carey – Fine Art Appraiser and Advisor

RSVP

Exclusive Virtual Event: Uncertainty is the only certainty for investors

Apr 06, 2022 03:00 PM Mountain Daylight Time - Apr 06, 2022 04:00 PM Mountain Daylight Time

As we shift from pandemic to endemic, restrictions are lifting and the never-ending market volatility continues. Simultaneously, the Russian invasion of Ukraine is also causing more uncertainty. What impact will all of this have on the future of the economy, investments and your taxes?

Join us on Wednesday, April 6, 2022 at 11:00 p.m. MT for a virtual event. Discover what CIBC experts Ben Tal, Ian de Verteuil and Jamie Golombek have to say about where the economy and markets are headed and the potential investment and tax implications for your portfolio.

RSVP

HARTY ADVISORY TEAM

Events