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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Himmelman-Sherwood Advisory Group

  • Himmelman-Sherwood Advisory Group
  • Our Team
    • About Us
    • In The Community
  • Our approach
    • Beliefs
    • Investment Philosophy
    • Rules and Processes
  • Services
  • Communications
    • Blog
    • Market Insights
  • Contact us

Himmelman-Sherwood Advisory Group

Where Your Wealth Journey Begins

Solutions Tailored to You

Where Your Wealth Journey Begins

Solutions Tailored to You

With the Himmelman-Sherwood Advisory Group, develop customized strategies using our team-based approach which allows us to provide the highest level of financial advice.

 

You benefit from all the available resources through our partners at CIBC Private Wealth with direct access to highly trained professionals specializing in financial and estate planning, trust and will planning as well as strategic wealth planning. We focus on delivering a superior experience with a deep understanding of your needs and financial aspirations.

 

We manage investments and build strategies that are designed to prudently grow your capital while managing risk, all tailored to your unique needs. Together, we will achieve your financial ambitions.


 

"Price is what you pay. Value is what you get."
– Warren Buffett

 

Introduction

 

[On screen: A ferry boat with a yellow and blue color scheme is gliding through a body of water. The sky above is mostly clear with a few clouds, and the horizon is lined with a distant coastline featuring low buildings. There is another vessel in the background on the right side of the frame. ]

 

[music]

 

[On screen: A silhouette of a person walking in a passageway behind a translucent glass pane. The setting sun casts a warm glow and creates a glare that partially obscures the view of the person. The scene transitions to two people, a man and a woman, are standing indoors and appear to be engaged in a conversation. The man is wearing a dark suit with a patterned tie, and the woman is dressed in a black blazer with a white and black patterned scarf. They are both looking down at some papers the woman is holding. ]

 

[On screen: Hans Himmelman, First Vice-President, Investment Advisor, Portfolio Manager, CIBC Wood Gundy, wearing a dark suit with a polka-dotted tie and has a serious expression as he looks slightly off-camera.]

 

HANS HIMMELMAN: Initially, the business was all about investment management and portfolio construction, which still continues to be the main focus of our business, but as clients needs have evolved and become more complex, we are now offering other solutions such as financial planning, wealth and trust services, succession planning, and also a private banking offer.

 

[On screen: Hans is sitting in front of a multi-screen computer setup, seemingly contemplating the data displayed. He is resting his chin on his hand, and the focus is on his thoughtful expression. ]

 

HANS: In addition to our investment process and our philosophy, we offer comprehensive financial solutions to adapt to each individual client. Whether it's to retire early, travel, buy that vacation property, fund your children or grandchildren's education, establish a charitable foundation. If it's important to you, it matters to us.

 

[On screen: A woman with blonde hair and glasses is seen in profile. She is seated and appears to be listening intently to the woman next to her. ]

 

[On screen: Hans is seated at a desk in an office, looking directly at the camera with a slight smile. He is wearing a suit and the same polka-dotted tie as in earlier images. The office is well-lit and features computer screens and office paraphernalia in the background. ]

 

One thing I would say, I feel very grateful because we have great clients. They're nice people, involved in many aspects of our community, and I just feel honored that they've entrusted us to be a part of their lives. It's not just them.

 

[On screen: Four individuals are seated around a table in a well-lit room with large windows. ]

 

It's their cousins, their brothers, their sisters, their daughters, their sons, all stemming from one client. The reason they've done this is that they felt that we've done a great job for them, and they trust us enough to refer us to other family members.

 

[On screen: Hans is sitting by a window in an office, talking on a black telephone. He has a slight smile on his face. The backdrop shows a cityscape with buildings and trees, diffused by the focus on him. ]

 

I love the business. I love the relationship with our clients. We have a terrific list of clients that we've dealt with for many, many decades. We talk about other things other than money and finance because we're a part of the family, and our clients feel that, that we do care, and that we want to help them out in any way that we can.

 

[Text on screen: "CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and 'CIBC Private Wealth' are trademarks of CIBC, used under license. 'Wood Gundy' is a registered trademark of CIBC World Markets Inc." ]

[On screen: A ferry boat with a yellow and blue color scheme is gliding through a body of water. The sky above is mostly clear with a few clouds, and the horizon is lined with a distant coastline featuring low buildings. There is another vessel in the background on the right side of the frame. ]

 

[music]

 

[On screen: A silhouette of a person walking in a passageway behind a translucent glass pane. The setting sun casts a warm glow and creates a glare that partially obscures the view of the person. The scene transitions to two people, a man and a woman, are standing indoors and appear to be engaged in a conversation. The man is wearing a dark suit with a patterned tie, and the woman is dressed in a black blazer with a white and black patterned scarf. They are both looking down at some papers the woman is holding. ]

 

[On screen: Hans Himmelman, First Vice-President, Investment Advisor, Portfolio Manager, CIBC Wood Gundy, wearing a dark suit with a polka-dotted tie and has a serious expression as he looks slightly off-camera.]

 

HANS HIMMELMAN: Initially, the business was all about investment management and portfolio construction, which still continues to be the main focus of our business, but as clients needs have evolved and become more complex, we are now offering other solutions such as financial planning, wealth and trust services, succession planning, and also a private banking offer.

 

[On screen: Hans is sitting in front of a multi-screen computer setup, seemingly contemplating the data displayed. He is resting his chin on his hand, and the focus is on his thoughtful expression. ]

 

HANS: In addition to our investment process and our philosophy, we offer comprehensive financial solutions to adapt to each individual client. Whether it's to retire early, travel, buy that vacation property, fund your children or grandchildren's education, establish a charitable foundation. If it's important to you, it matters to us.

 

[On screen: A woman with blonde hair and glasses is seen in profile. She is seated and appears to be listening intently to the woman next to her. ]

 

[On screen: Hans is seated at a desk in an office, looking directly at the camera with a slight smile. He is wearing a suit and the same polka-dotted tie as in earlier images. The office is well-lit and features computer screens and office paraphernalia in the background. ]

 

One thing I would say, I feel very grateful because we have great clients. They're nice people, involved in many aspects of our community, and I just feel honored that they've entrusted us to be a part of their lives. It's not just them.

 

[On screen: Four individuals are seated around a table in a well-lit room with large windows. ]

 

It's their cousins, their brothers, their sisters, their daughters, their sons, all stemming from one client. The reason they've done this is that they felt that we've done a great job for them, and they trust us enough to refer us to other family members.

 

[On screen: Hans is sitting by a window in an office, talking on a black telephone. He has a slight smile on his face. The backdrop shows a cityscape with buildings and trees, diffused by the focus on him. ]

 

I love the business. I love the relationship with our clients. We have a terrific list of clients that we've dealt with for many, many decades. We talk about other things other than money and finance because we're a part of the family, and our clients feel that, that we do care, and that we want to help them out in any way that we can.

 

[Text on screen: "CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and 'CIBC Private Wealth' are trademarks of CIBC, used under license. 'Wood Gundy' is a registered trademark of CIBC World Markets Inc." ]

Back to Video
 

Our Commitment To You

 

We will provide you with trusted advice and service with integrity to assist you and your family in achieving your ambitions.

 

  • We are committed to providing trusted advice and service with integrity to assist clients and their families in securing their financial future.
  • Through this consistent effort, and a reputation for outstanding service and integrity, we have built a solid client base and expanded the business through referrals from satisfied clients and other professionals.
  • We will develop and implement strategies that are most suitable for your individual investment needs. Together, we can achieve your financial goals.
 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking 

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 

Contact us

Address

Himmelman-Sherwood Advisory Group Address
1969 Upper Water Street, Tower Two
Suite 1801
Halifax, NS B3J 3R7
Telephone number: (902) 420-6219
Toll-free: 1 (800) 565-0601
Fax: (902) 429-8323
 

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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.