DELIVERING VALUE BEYOND INVESTMENT RETURNS
Thanks for landing on our page and welcome to the Hayes Financial Group, we’re glad you’re here.
As a team, while all four of us have a fundamental belief about holistic wealth management, what connects us at our core is our genuine passion for helping others. We share this common bond, let it guide us daily, and we truly hope our next conversation is with you.
We help individuals, families, entrepreneurs and professionals build and protect their wealth, and provide tailored, comprehensive advice across the entire wealth management spectrum.
We care because studies have proven that on average, those who use an advisor vs those who don’t increase their wealth by 1.8x more after only 4 years, and 2.3x more after 15 years! You can be a part of this success and we want to work with you every step of the way. (Please click here for the study. The Value of Financial Advisors. Montmarquette & Prud’homme. 2020).
Between our unique team and the specialists we leverage at CIBC Wood Gundy, we work alongside your team of trusted professionals to provide you with exceptional service and access to world class portfolio managers, investment opportunities, and tax, banking, insurance and estate planning specialists.
Tying it all together, our entire approach strives to achieve the one thing that matters most: ensuring that you and your family are in the best position to achieve your financial goals, however they may be defined, because we know “a life well planned, is a life lived with confidence.”
So, if looking for a second opinion, a fresh start, and or have a question that’s always been in the back of your mind, please do not hesitate to reach out to any one of us.
This is our story, and we look forward to hearing yours.
David, Eric, Anne, Melanie & Alex
