For over 45 years, Hui Portfolio Management at CIBC Wood Gundy has pioneered responsible ways to help capital work for those we serve. It is only by putting our clients' success first that we succeed as well.

 

1977 – The Beginning
Eddie Hui begins his career at a predecessor firm and starts managing investments for individuals, small businesses, trusts and quasi-institutions with the goal of providing investors with a superior approach to managing investment portfolios. Over the next 35 years, during an era of transactional brokeraging, Eddie earns his reputation, which ultimately serves as a foundation on which our current family discretionary investment models are based on.

 

1990 – Merger & Acquisition
In the midst of Eddie's extensive career, CIBC Wood Gundy acquires the predecessor firm.

 

2001 – Partnership
Eddie's son, Justin Hui, joins to form a partnership that lasts more than a decade. Assets under management: $140 million.

 

2012 – Discretionary Portfolio Management
With technological advancement and the introduction of the CIBC Wood Gundy Advisor Managed Account (AMA) platform, this leads to the inception and formalization of the Hui North American Large Cap Equity investment mandate.

 

2013 – Retirement
Eddie Hui retires after 40 years with the firm. Justin takes over the leadership of the portfolio management and investment advisory practice. After a decade of continuous growth and a seamless transition, assets reach $220 million.

 

2016 – Launch of a Sister Mandate
Investor demand for a pure U.S. dollar equity solution coupled with the long-term success of our core Hui North American Large Cap Equity mandate leads to the creation of the Hui U.S. Resilient Opportunities equity investment mandate.

 

2017 – 40th Anniversary of the Hui Portfolio Management
During this milestone anniversary, assets under management surpass the $300 million mark.

 

2019 – Mandarin Speaking Associate Investment Advisor

Faye Tong joins HPM and takes on an advisory and servicing role with a focus on Mandarin speaking clientele. Assets under management tops $400 million.

 

2024 – Asset Under Management Milestone

Hui Portfolio Management (HPM) surpasses $875 million in assets under management.