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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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Client Appreciation Day: It’s time to celebrate you!

CIBC Private Wealth

May 12, 2022

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Exploring tax considerations for rental properties

CIBC Private Wealth

May 11, 2022

Thinking of becoming a landlord? Discover some of the expenses you can claim.

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The best time to review your estate plan is now

CIBC Private Wealth

May 11, 2022

As your life changes, your estate plan should too. Here are some guidelines to help ensure everything is in order.

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Passing on your financial values to future generations

CIBC Private Wealth

May 11, 2022

Sharing your financial values with your children is as important as creating a wealth plan. Let’s unpack some best practices to help facilitate those conversations.

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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.