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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

Home

Address 72 King Street West Suite 302 Cobourg ON, K9A 2M3
Telephone Number (905) 372-5272
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Our Investment Philosophy

 

 

We are conservative long-term investors who have considerable experience and patience in navigating global markets.  Located in the heart of downtown Cobourg, we are a highly-respected group of Specialized Investment Advisors serving the Northumberland, Port Hope and Kawartha Lakes regions.  

 

Our team, led by Jeremy Hall, has been building wealth for clients on a global scale since 1998. We have forged long and mutually valuable relationships with our clients that are founded on a track record of excellence and expertise.

 

Experience the difference of a team that transcends traditional investment advisory services. We redefine the meaning of partnership, offering not just financial guidance, but a holistic approach to wealth management.  We are your trusted partners in building personalized investment strategies to meet your goals.

 

 

 

ESTABLISHED.  COMMITTED.  TRUSTED

 

 

 
Jeremy Hall

Jeremy Hall, CFP®, CIM

Senior Wealth Advisor, Portfolio Manager
(905) 372-5272
(705) 740-1105
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Jeremy.Hall@cibc.com
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Jeremy began his career in the financial services industry in 1998. Holding numerous industry accreditations including the Chartered Investment Manager and Certified Financial Planner designation, his tenured team brings a deep understanding of financial markets and customer focus. Located in the heart of Cobourg, our investment philosophy is rooted in transparency, integrity, and trust.

Our team works very closely with families, professionals and business owners dealing with complex financial issues ranging from Investment Management to Wills and Estate Planning.

In his spare time, Jeremy and his family enjoy hiking, windsurfing and kiteboarding. Outside of the family, he is an avid fly fisherman, beekeeper and agriculturist.

 

OurTeam

Jeremy Hall

Jeremy Hall, CFP®, CIM

Senior Wealth Advisor
Portfolio Manager
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Ashley Moynes

Ashley Moynes

Client Associate
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Tina Misev

Tina Misev

Administrative Assistant
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Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust
 

Contact us

Address

Hall Wealth Management Address
72 King Street West
Suite 302
Cobourg, ON K9A 2M3
Telephone number: (905) 372-5272
Toll-free: 1 (877) 217-9323
 

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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.