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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

Our Team

Address 72 King Street West Suite 302 Cobourg ON, K9A 2M3
Telephone Number (905) 372-5272
Email Email us
Email Email
Telephone Number Tel

Our Team

We work with high net worth individuals, families, business owners and corporations to identify their financial goals and help to achieve them, and structure customized portfolios designed to both preserve and maximize wealth.

We keep our client base small for a reason – to ensure that we have a deep understanding of your needs while delivering exceptional service.

 
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Jeremy Hall

Jeremy Hall, CFP®, CIM

Senior Wealth Advisor

Portfolio Manager

Tel:

(905) 372-5272

Tel:

(705) 740-1105

Email:

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.

Ashley Moynes

Ashley Moynes

Client Associate

Tel:

(905) 372-7146

Tel:

(705) 740-1204

Email:

ashley.moynes@cibc.com

Ashley Moynes has over 13 years of experience in the financial services industry and has an educational background in Business Administration. She is registered with CIRO as a Registered Representative, and continues to further her career within the industry. Ashley is Jeremy’s associate, working with the team to provide the highest level of care and service to our valued clients.

 

In her spare time, Ashley volunteers at the Ontario Regiment Museum in Oshawa, assisting with military vehicle restoration projects and driving military tanks. She enjoys reading, attempting to garden, and exploring Ontario’s cottage country in the summer.

Tina Misev

Tina Misev

Administrative Assistant

Tel:

(905) 372-7626

Email:

tina.misev@cibc.com

Tina Misev joined our team in 2022 as an Administrative Assistant. Tina has over 10 years of experience in project and contract management services. Early in her career, she worked for a successful Toronto law firm as a law clerk. After taking time off to raise her three boys, she restarted her career working on large and complex projects with Black and MacDonald and Cameco prior to joining our team. Tina is the first point of contact for many clients and provides administrative support to the Hall Wealth Management team, by servicing clients' general day to day requests.

 

In her spare time Tina enjoys traveling, spending time at the cottage with her family and has founded a small candle business. She gives back to our community by volunteering at the Boys and Girl Club of Durham and the Walk for Guide Dogs.

Jeremy Hall

Jeremy Hall, CFP®, CIM

Senior Wealth Advisor
Portfolio Manager
(905) 372-5272
(705) 740-1105
Opens in your telephone provided application.
Jeremy.Hall​@cibc.com
Opens in your email provided application.
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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.

Ashley Moynes

Ashley Moynes

Client Associate
(905) 372-7146
(705) 740-1204
Opens in your telephone provided application.
ashley.moynes​@cibc.com
Opens in your email provided application. Opens in a new tab.

Ashley Moynes has over 13 years of experience in the financial services industry and has an educational background in Business Administration. She is registered with CIRO as a Registered Representative, and continues to further her career within the industry. Ashley is Jeremy’s associate, working with the team to provide the highest level of care and service to our valued clients.

 

In her spare time, Ashley volunteers at the Ontario Regiment Museum in Oshawa, assisting with military vehicle restoration projects and driving military tanks. She enjoys reading, attempting to garden, and exploring Ontario’s cottage country in the summer.

Tina Misev

Tina Misev

Administrative Assistant
(905) 372-7626
Opens in your telephone provided application.
tina.misev​@cibc.com
Opens in your email provided application. Opens in a new tab.

Tina Misev joined our team in 2022 as an Administrative Assistant. Tina has over 10 years of experience in project and contract management services. Early in her career, she worked for a successful Toronto law firm as a law clerk. After taking time off to raise her three boys, she restarted her career working on large and complex projects with Black and MacDonald and Cameco prior to joining our team. Tina is the first point of contact for many clients and provides administrative support to the Hall Wealth Management team, by servicing clients' general day to day requests.

 

In her spare time Tina enjoys traveling, spending time at the cottage with her family and has founded a small candle business. She gives back to our community by volunteering at the Boys and Girl Club of Durham and the Walk for Guide Dogs.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Andrew Duncan

Andrew Duncan, CFP, PFP, CIM

Financial Planning Specialist

As a Financial Planning Specialist and member of CIBC Wealth Planning Group, Andrew works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.

With over 20 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, charitable-giving, business succession planning and tax optimization strategies.

Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and the Personal Financial Planner PFP® designations.

Karen West-Taylor

Karen West-Taylor

Senior Trust and Estate Consultant

As a CIBC Senior Trust and Estate Consultant, Karen believes that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed. She offers services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles.

Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Karen has the expertise to execute or assist others to execute that role effectively and efficiently.

Andrew Duncan

Andrew Duncan, CFP, PFP, CIM

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As a Financial Planning Specialist and member of CIBC Wealth Planning Group, Andrew works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.

With over 20 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, charitable-giving, business succession planning and tax optimization strategies.

Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and the Personal Financial Planner PFP® designations.

Karen West-Taylor

Karen West-Taylor

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As a CIBC Senior Trust and Estate Consultant, Karen believes that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed. She offers services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles.

Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Karen has the expertise to execute or assist others to execute that role effectively and efficiently.

 
 
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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.