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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
 

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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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Middle aged couple reviewing documents with their advisor.

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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Woman holding tablet while standing in front of many digital images; she is pointing at one

Do you have a digitally savvy estate plan?

CIBC Private Wealth

January 17, 2022

When preparing a will, it’s important to consider your digital assets.

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Equity income investing—alive and well

CIBC Private Wealth

January 17, 2022

Explore the benefits of equity income investing for your portfolio.

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Stacks of coins and graph lines with the number 2022 to indicate the year

How will the economy fare in 2022?

CIBC Private Wealth

January 17, 2022

Despite widespread vaccinations, the rise of new COVID-19 variants has led to more economic uncertainty. What can we expect for the year ahead?

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The microchip shortage—what you need to know

CIBC Asset Management

January 17, 2022

Read more Read more about The microchip shortage—what you need to know
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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.