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

Hui Portfolio Management

  • Home
  • About Us
    • Our Team
    • History
    • Testimonials
  • Our Approach
    • Portfolio Management
    • Wealth Management
  • Services
    • Our Solutions
    • Accounts & Pricing
  • Market insights
  • Community
  • Contact Us

Wealth Management

Address 1055 Dunsmuir Street Suite 2434 Vancouver BC, V7X 1K8
Telephone Number (604) 661-2366
Email Email us
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A Proactive & Progressive Approach

As much emphasis as investors sometimes place on investment and portfolio management, it is just one piece of your overall wealth management puzzle. Taking a holistic perspective to wealth management means linking the investment piece to other key financial areas that are equally important, but sometimes overlooked. These areas include:

  • Financial Planning
  • Retirement Income & Tax Efficient Cash Flow Planning
  • Estate and Insurance Planning
  • Corporate Solutions & Business Transition Planning
  • Philanthropy (Donor Advised Funds)

Hui Portfolio Management takes a proactive approach to wealth management. We have dedicated Financial Planning and Estate Planning Specialists directly in our office that collaborate with our clients to help with the ongoing planning process – now and as they evolve into the future.

 

 
 
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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.