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

Hale Investment Group

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Welcome

Address 1250, René-Lévesque West Blvd. Suite 3100 Montréal QC, H3B 4W8
Telephone Number (514) 847-6657
Email Email us
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Welcome

 

 

 

Thank you for taking the time to visit our website.

The Hale Investment Group manages investments for individuals, families, companies, charitable foundations, and pension plans. From our Montreal office, we provide wealth management to clients in Canada and abroad.

Our firm, CIBC Wood Gundy, is one of Canada's oldest and most respected. Established in 1905, the firm built its reputation on integrity, trust, and solid client relationships and values we maintain today. The Hale Investment Group integrates the full measure of CIBC Wood Gundy's knowledge and experience and utilizes the extensive resources available from CIBC's research and institutional investment team to build tailored investment portfolios uniquely suited to each individual client.

We understand how difficult and complicated it is for investors to decide how to invest their hard-earned money and whom to trust. Take the time to look through our website and learn how we consistently exceed our clients expectations

 

Simon and Michael Hale

 

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking 

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 

Contact us

Address

1250, René-Lévesque West Blvd.
Suite 3100
Montréal, QC H3B 4W8
Telephone number: (514) 847-6657
Toll-free: 1 (888) 847-6300
Fax: (514) 847-6397
 

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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.