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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 Services

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

Our Services

We are a full-service investment firm offering a wide range of investment solutions tailored to meet your goals.  Below are a range of offerings available. 

 

  • Stocks and Bonds
  • Securities
  • Mutual Funds
  • Separately Managed Accounts
  • Alternative Assets
  • GIC
  • ETF’s
  • RRSP’s
  • TFSA’s
  • Private Equity
  • Life Insurance

 

 

 
A couple looking at an estate plan with their investment advisor

Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

 
A couple getting investment advice from their advisor

Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

 
A couple discussing with an investment advisor in an office environment

Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

 
Happy senior couple holding hands and walking on beach.

Estate preservation and enhancement

An estate plan sets out who you’d like to receive your property upon your death. Done properly, this plan takes into account how the various assets you own should be transferred so that as much of your estate value as possible is preserved for your beneficiaries.

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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.