Gerald Hines, CIWM, B.B.A., FCSI
Gerry Hines is a Portfolio Manager and Senior Wealth Advisor at CIBC Wood Gundy. For over 35 years, he has been a trusted wealth advisor to high net worth families, foundations and mutual insurance companies. Gerry's high standard for client service and achieving client goals is demonstrated in not only the length of service to families and institutions but also their willingness to provide letters of reference acknowledging these facts.
Gerry brings a comprehensive knowledge of many financial areas to bear on a client's total financial requirements, crafting strategies to provide peace of mind. The primary goals of Hines Investment Management is to preserve capital and provide growth, while generating cash flow.
Gerry has an honours degree in finance, with a focus on portfolio management. He has continued his education throughout his career, most recently completing the Certified International Wealth Manager (CIWM) designation, held by less than 1.5%* of advisors across Canada. The CIWM designation is recognized worldwide as a top credential for wealth management. It ensures that financial professionals have the knowledge and skills to address the complex needs of high-net-worth clients. This three year study equips Gerry to provide advice that demonstrates his understanding of the complex and changing needs of the affluent clients and corporations.
Gerry has been promoted to Senior Portfolio Manager due to his tenure and assets under management on a discretionary basis. He currently manages four proprietary mandates: Canadian Fixed Income, Global Balanced, Global Dividend and Global Growth Income.
Sheldon Hines, BA, CIM, FCSI
Sheldon Hines graduated with a Major in Sociology from Western University in 2009. He started his career as a Financial Advisor at one of Canada's largest financial institutions in London, Ontario. His investment knowledge and passion for creating meaningful customer relationships lead him to become one of the top Financial Advisors in Southwestern Ontario. In 2016, he joined CIBC Wood Gundy, where he has the ability to expand his wealth management knowledge for the benefit of our clients.
Sheldon explores all the aspects of wealth management through in-depth reviews, which include estate planning, private banking, life insurance and financial planning. This process builds long term objectives from which he constructs a customized investment portfolio, to achieve client goals.
In his spare time, Sheldon enjoys playing a variety of sports including volleyball, baseball, sailing and skiing. He is an active member of the community and volunteers his time to non-profit organizations such as King's University College and Rotary.
Joanne Hines, CIWM, BA
Joanne holds a degree in Economics from Wilfrid Laurier University. For the past 17 years, Joanne has focused on Wealth Planning. She holds a CIWM designation (Certified International Wealth Management) which is recognized worldwide as a top credential in Wealth Management. This designation offers unique knowledge and skills to address the complex needs of High Net Worth clients.
Due to the unique team structure at CIBC Hines Investments, Joanne is able to focus her time building client relationships and addressing all aspects of Wealth Planning. Wealth Planning is unique to every client. Managing the overall family planning takes a great deal of time, patience and communication to understand and address the many facets of each clients’ Wealth needs. The more care and time taken ensures each client is well informed to make the best decisions for themselves and their heirs.
Joanne also has a specialized focus on assisting Women who are in the midst of a divorce or recently widowed and require guidance and advice critical to their financial needs. This area of expertise requires education, support and time that she is willing to devote to ensure they are making good decisions for themselves and their estate during one of the most vulnerable and difficult times in their lives. Note: Women in general typically have more disruptions in their lives that can impact their income and future retirement than men (not just divorcing & widowed). Understanding the impact of the various life stages most women encounter is important to know, in order to secure a better financial future. That’s why it’s imperative women become more aware of their finances and create a robust plan.
Since 2015, Joanne been active in the community as co-founder of 100 Women Who Care Sarnia-Lambton which has to-date (Mar-22) raised over $215,000 for local charities in Sarnia-Lambton in just 23 meetings & 23 hours. (www.100whocaresarnia.com) Joanne is a recipient of a Governor General Award which was presented to her during Canada’s 150 Year celebration for the success and impact in the Sarnia Lambton community of 100 Women Who Care Sarnia-Lambton. She is a past board member of the Physician’s Recruitment Task Force of Sarnia Lambton, previous Big Sister (Big Brothers Big Sisters) in Sarnia, past board member for Westmount Golf & Country Club, Co-founding Board Member of CanWit (Canadian Women in Technology), past Committee member for Cambridge Community Foundation and CIBC Run for the Cure.