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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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A look at the year ahead: Economic outlook, market opportunities and tax planning strategies

CIBC Private Wealth

November 11, 2022

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Season’s greetings! 5 ways to maximize your holiday joy

CIBC Private Wealth

November 11, 2022

The holidays are around the corner! Here are some ways to get in the holiday spirit and boost your joy.

Read more Read more about Season’s greetings! 5 ways to maximize your holiday joy
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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.