Doug Heath, CIM, CFA
Portfolio Manager
Investment Advisor
Doug Heath is a Portfolio Manager, joining the Hoyle Heath Wealth Advisory Group in 2008. Doug is instrumental in the day-to-day operation of client portfolios and is key in the planning process that helps ensure clients reach their investment and cash flow objectives over the long term. He also focuses on business development and new client integration. Doug holds a Bachelor of Commerce degree from The University of British Columbia and is a CFA charterholder.
Doug lives in Steveston with his wife and two kids and is kept busy by coaching their youth hockey and soccer teams. In any spare time, he enjoys being outdoors skiing, golfing and fishing.
Julian Hoyle, CIM
Investment Advisor
Associate Portfolio Manager
Julian Hoyle joined CIBC in 2012, gaining four years of experience in Wealth Management before moving to CIBC Wood Gundy and the Hoyle Heath Wealth Advisory Group in 2016. An Economics and Finance graduate of McGill University, Julian is very interested in how macro factors effect investment flows into and out of certain industries. He believes that wealth accumulation is underpinned by solid planning and follow through, all while having the flexibility to adapt to changing situations and outlooks.
Julian lives in Vancouver with his wife and daughter, and loves spending time on the Sunshine Coast.
Drew Hoyle, B.B.A., FCSI, CIM
Portfolio Manager
Senior Investment Advisor
Drew Hoyle is a registered Portfolio Manager and Senior Investment Advisor overseeing all areas of investment selection and investment management. Starting his career in 1988 as an advisor, Drew recognized that "picking good companies with strong management and a solid dividend was the key to wealth creation and preservation." Due to Mr. Hoyle's longer-term viewpoint and low turnover, his portfolios are highly tax efficient. Drew has never strayed from this philosophy. The pursuit of meeting and beating his clients' long-term goals remains his number one objective. Drew is active in the community and has served on several foundations and boards.
Martha Rodriguez Guerrero
Client Associate
Martha was born in Peru and immigrated to Canada in 2003. She holds a BA in Translation (speaking Italian, Spanish, and French) and has been working as a Client Associate in the Financial Services industry for over a decade. Martha joined Wood Gundy in 2017, and has been with the Hoyle Heath Wealth Advisory Group since 2023.
Martha manages the teams administrative processes, and can always help with documentation, day to day inquiries, reporting, and account opening.
Joshua Korican
Client Associate
Joshua joined the Hoyle Heath Wealth Advisory Group in 2023 after completing an 8-month co-op with CIBC Wood Gundy, where he worked closely with the Hoyle Heath Wealth Advisory Group. Joshua manages the team’s trading activities and supports initiatives related to research, investment analysis and client administration.
Doug Heath, CIM, CFA
Doug Heath is a Portfolio Manager, joining the Hoyle Heath Wealth Advisory Group in 2008. Doug is instrumental in the day-to-day operation of client portfolios and is key in the planning process that helps ensure clients reach their investment and cash flow objectives over the long term. He also focuses on business development and new client integration. Doug holds a Bachelor of Commerce degree from The University of British Columbia and is a CFA charterholder.
Doug lives in Steveston with his wife and two kids and is kept busy by coaching their youth hockey and soccer teams. In any spare time, he enjoys being outdoors skiing, golfing and fishing.
Julian Hoyle, CIM
Julian Hoyle joined CIBC in 2012, gaining four years of experience in Wealth Management before moving to CIBC Wood Gundy and the Hoyle Heath Wealth Advisory Group in 2016. An Economics and Finance graduate of McGill University, Julian is very interested in how macro factors effect investment flows into and out of certain industries. He believes that wealth accumulation is underpinned by solid planning and follow through, all while having the flexibility to adapt to changing situations and outlooks.
Julian lives in Vancouver with his wife and daughter, and loves spending time on the Sunshine Coast.
Drew Hoyle, B.B.A., FCSI, CIM
Drew Hoyle is a registered Portfolio Manager and Senior Investment Advisor overseeing all areas of investment selection and investment management. Starting his career in 1988 as an advisor, Drew recognized that "picking good companies with strong management and a solid dividend was the key to wealth creation and preservation." Due to Mr. Hoyle's longer-term viewpoint and low turnover, his portfolios are highly tax efficient. Drew has never strayed from this philosophy. The pursuit of meeting and beating his clients' long-term goals remains his number one objective. Drew is active in the community and has served on several foundations and boards.