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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

William Hardy

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About us

Address 20 Townsite Road Suite 1 Nanaimo BC, V9S 5T7
Telephone Number (250) 716-2240
Email Email us
Email Email
Telephone Number Tel

About us

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
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William Hardy

William Hardy

Investment Advisor

Tel:

(250) 716-2240

Email:

william.hardy@cibc.ca

Linkedin

"I manage my clients risk and in doing so I create wealth."

 

I have been assisting my clients with meeting their financial goals for over 25 years. I grew up in Nanaimo, playing sports - primarily hockey and attended both Malaspina College (Vancouver Island University) and the University of Victoria. I have been married to my wife Carolyn for 27 years and we have two grown children, Danielle and Owen, both whom are attending university and play hockey. Being sports oriented, I was the past treasurer and past board member of Pacific Sport B.C. I am also a Rotarian and have been a member of Rotary Club of Nanaimo Daybreak for the last three years.

 

I incorporate all areas of the financial planning process into by business and I fully educate my clients on the investment choices that are available today. No two investors are the same. I take great care in providing a comprehensive profile for my clients which serves as a basis for financial planning, estate planning and wealth management. In accomplishing this I am able to truly and accurately recommend investments for each individual while maintaining their risk tolerance and objectives

William Hardy

William Hardy

Investment Advisor
(250) 716-2240
Opens in your telephone provided application.
william.hardy​@cibc.ca
Opens in your email provided application.
Linkedin
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"I manage my clients risk and in doing so I create wealth."

 

I have been assisting my clients with meeting their financial goals for over 25 years. I grew up in Nanaimo, playing sports - primarily hockey and attended both Malaspina College (Vancouver Island University) and the University of Victoria. I have been married to my wife Carolyn for 27 years and we have two grown children, Danielle and Owen, both whom are attending university and play hockey. Being sports oriented, I was the past treasurer and past board member of Pacific Sport B.C. I am also a Rotarian and have been a member of Rotary Club of Nanaimo Daybreak for the last three years.

 

I incorporate all areas of the financial planning process into by business and I fully educate my clients on the investment choices that are available today. No two investors are the same. I take great care in providing a comprehensive profile for my clients which serves as a basis for financial planning, estate planning and wealth management. In accomplishing this I am able to truly and accurately recommend investments for each individual while maintaining their risk tolerance and objectives

 
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Our partners

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

Brian Einarson

Brian Einarson, B.Comm., CFP, RRC

Senior Trust and Estate Consultant

Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs. 

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

Benjamin Tal

Benjamin Tal

Deputy Chief Economist, CIBC

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.

Brian Einarson

Brian Einarson, B.Comm., CFP, RRC

Senior Trust and Estate Consultant
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Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs. 

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

Benjamin Tal

Benjamin Tal

Deputy Chief Economist, CIBC
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.

 
 
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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.