supplied
Simon Hale, CIM, CIWM, FCSI, Portfolio Manager, Senior Wealth Advisor
Hale Investment Group, CIBC Wood Gundy
600 de Maisonneuve West, Suite 3050, Montreal QC, H3A 3J2
Team Assets (Custodied)
$495-million
Typical Size of Household Accounts
$1-million -
$5-million
Minimum Account Size for New Business
$1-million
Typical Net-Worth of Relationships
$2-million -
$5-million
Simon Hale heads the Hale Investment Group, which services some of Canada’s most wealthy individuals and families. His team has brought under their care wealth and estate planning, philanthropic giving, research, due diligence, trading and, most importantly, portfolio management. Much of this would normally be outsourced to other professionals. Having it all under the team’s management ensures the highest quality, integrity and outcomes for clients.
With humble beginnings in a small farming and fishing community in Prince Edward Island, Simon learned early on the meaning of hard work and the value of doing things right the first time.
He began his career in finance in 2004, and was joined by his younger brother, Michael, in 2010. Together, they hand-picked a team with decades of experience that wanted to serve clients in a meaningful way. Today, they have built an extended work family at CIBC Private Wealth. Financial well-being is a small part of a bigger picture: to stay family-focused and to ensure quality of life for their clients and team.
Simon’s carefully honed investment process reflects a philosophy of choosing only high-quality investments for client portfolios. The team includes businesses and other investments with strong fundamentals and good long-term characteristics, run by capable management they can trust. Simon’s team works diligently to deliver outstanding service and value to clients, while overseeing their investments with a calm and steady approach.
Simon has received many forms of recognition from the industry and his firm. Despite that, he is most proud of the positive client feedback he receives regularly, for the good work he and his team do and the positive impact it has on their lives.
Simon holds the Chartered Investment Manager® and Certified International Wealth Manager designations, and is a Fellow of the Canadian Securities Institute.
Coming from a modest beginning, Simon feels strongly about giving back and is actively involved in many local causes.
Simon with his wife, Anastasia, and two rambunctious girls, Natasha and Katherine, live in Westmount. Most weekends they can be found either cycling in the Laurentians or skiing on the slopes at Tremblant.
Advertising feature produced by Globe Content Studio. The Globe’s editorial department was not involved.