Jeremy Hall, CFP®, CIM
Senior Wealth Advisor
Portfolio Manager
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
Client Associate
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
Administrative Assistant
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, CFP®, CIM
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 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 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.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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
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, CFP, PFP, CIM
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
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.