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Hayes Financial Group

  • Home
  • About Us
    • Our Team
    • Contact us
    • Our Community Involvement
  • How We Help You
  • Why choose the Hayes Financial Group
    • Why clients work with us
    • Questions to ask your advisor
    • Typical challenges we solve for
  • Our Process
  • Our Investment Philosophy
  • Insights / Education
    • Market Updates
    • Blogs & Helpful Articles
 

Blogs & Helpful Articles

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Key estate planning documents

When putting together your estate plan, there are many issues to consider and having the right documents in place will go a long way toward your intentions being followed.

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Holdcos for investment purposes

Many Canadians own investment portfolios through a holding company (a “Holdco”) for a variety of reasons. But how are income and gains earned on investments held inside the Holdco taxed?

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Keeping the seniors in your life financially protected

CIBC Private Wealth

June 08, 2023

Spot and stop financial elder abuse in its tracks by learning the signs and common scams.

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Looking ahead—economies, markets & cybersecurity

CIBC Private Wealth

June 08, 2023

Join our experts as they discuss the economy and best practices for cybersecurity.

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3 tips to stay mentally sharp in retirement

CIBC Private Wealth

June 08, 2023

Learn how you can maintain your highest level of mental acuity as you enter this next life stage.

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Perspectives—Investors still facing uncertainty

CIBC Private Wealth

May 08, 2023

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The gift that keeps on giving

CIBC Private Wealth

May 08, 2023

Gifting money can be a truly rewarding way to help those who matter most to you.

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Managing emotions when investing

CIBC Private Wealth

May 07, 2023

Staying the course through market volatility can help you achieve long-term goals.

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IIROC Canadian Investor Protection Fund

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.