Justin Hui, CPA, CGA, CIM®
Justin Hui heads Hui Portfolio Management, which specializes in discretionary investment portfolio management for individuals, corporations, foundations, trusts and estates, starting at $1.5 million.
Justin began his career at CIBC Wood Gundy. Hui Portfolio Management advises in English, Cantonese and Mandarin, and currently manages $700 million in assets.
Mentored by his father, Justin spent his early life listening to families talk about their own financial blueprints. This helped him to understand what it takes to maximize the odds for investors to achieve their long-term financial goals. Justin believes it is important to first thoroughly understand each client’s unique circumstances before constructing a bespoke investment portfolio to match those needs.
In addition to earning his Chartered Professional Accountant (CPA, CGA) and Chartered Investment Manager (CIM) designations, Justin is passionate about financial market history. He has a deep understanding of price movement drivers that affect the financial markets on a macro level, and individual investments on a micro level. Justin is well versed in the effects of investor psychology and the emotional biases that often inhibit an individual's full investing potential.
He takes into account these myriad complex and intangible factors with an energetic and holistic counselling approach, a willingness to re-think perspectives in response to changing environments, a conservative portfolio management style, and risk management techniques.
Specializing in North American large-cap equity investing, Justin manages two discretionary stock mandates: Hui North American Large Cap and Hui U.S. Resilient Opportunities. His primary goal is to consistently attain the highest return on investment with the least amount of volatility. He ensures optimal investing by striking a balance between being economically rewarding, and socially responsible and sustainable.
Justin is an ambassador for the Chartered Professional Accountant program. His family supports the autism community through community training and early intervention for young children in British Columbia.
Faye Tong 佟菲, PFP
Faye has nearly ten years of financial industry experience, with a previous role as a Senior Financial Advisor at CIBC Imperial Service. She focuses on advising and servicing high-net-worth families from around the world.
Her experience gives her the skill set to provide comprehensive client solutions that focuses on delivering high quality investment portfolio construction, asset allocation, cash flow and wealth planning. She subscribes to the idea of building focused core strategies and that best-in-class investment portfolios don’t need to be overly complicated. When it comes to co-designing portfolios, Faye values the open-architecture framework approach used in our practice whereby our team is truly investment product agnostic.
Faye is proud to call Vancouver home and has lived here for over half her life. She was originally born in Harbin, China and has lived in several other cities in China during her childhood. Faye holds a Bachelor of Science degree from the University of British Columbia (UBC) as well as the Personal Financial Planner designation. She speaks fluent English and Mandarin.