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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

Retirees

Retirees

 

If you're a retiree, generating a securing income is likely key for you.  We will review income sources and provide a sound retirement plan, while helping to protect your financial security and legacy.  Our approach ensures you can enjoy your retirement with peace of mind, knowing your financial future is well-managed.  We take a comprehensive look at your current income streams, identify potential risks, and offer tailored solutions to optimize your financial stability.  Additionally, we focus on preserving your wealth for future generations, helping you to create a lasting legacy.

 

Our goal is to support you in achieving a comfortable and secure retirement, allowing you to focus on what truly matters to you.

 

  • Income planning
  • Financial planning
  • RIF drawdown strategies
  • Insurance solutions
 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.