Our Process

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Our Process

When working with the Hayes Financial Group, we implement a five-step process to help you accomplish your financial goals.

From defining your vision to constantly monitoring your plan, our team will ensure you’re always headed in the right direction, and walk with you every step of the way.

DEVELOPING YOUR ROADMAP:

Your personal wealth plan is built from our group's core philosophy. Here's how we implement your tailored plan of action.

Our Investment Philosophy

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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.