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

Hines Investments

  • Hines Investments
  • Hines Team
  • Hines Portfolios
  • What We Do
  • Hinesight
  • Community
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What We Do

Address First Sarnia Place, 201 N. Front Street Suite 505 Sarnia ON, N7T 7T9
Telephone Number (844) 887-4995
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What We Do

CIBC Hines Investments provides clients with peace of mind, knowing their investments are being managed with the utmost diligence by highly-qualified industry professionals. Our team works with you to help you achieve your financial goals, using our expertise in designing effective wealth strategies. We work closely with you to build an investment portfolio, tailored to your unique needs, that includes:

-    Prudent selection and monitoring of investments
-    Tax-efficient management of investments
-    Competitive account fees based on the value of your portfolio
-    Discretionary investment planning
-    Corporate solutions

As a CIBC Hines Investments client, you will also benefit from our expertise in four key investment areas:

-    Portfolio customization
-    Asset-mix management
-    Global management 

 
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FINANCIAL PLANNING

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

 
An investment advisor shaking a woman’s hand, who is sitting in her home alongside her husband

REGISTERED SAVING SOLUTIONS

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

 
A couple looking at an estate plan with their investment advisor

ESTATE PLANNING

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

 
A group of people in business attire discussing with an investment advisor

BUSINESS TRANSITION PLANNING

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

 
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CHARITABLE GIVING

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

Click here
 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.