Kobar Hughes Financial Group - OUR PRODUCTS AND SERVICES

AMA Composite Performance

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Canadian Income and Growth

To achieve long term growth of capital and income through investing primarily in Canadian large-cap dividend paying equities. The portfolio seeks to provide sustainable yield and capital appreciation by investing in a diversified portfolio of primarily Canadian companies, using a rigorous multi-disciplined active investment management process, fundamental, quantitative analysis.

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Global Equity Portfolio

The model seeks to provide capital growth in a diversified portfolio of Global companies using a disciplined entry and exit approach. We invest in a concentrated portfolio of high quality businesses and managers that can grow their business and assets over time. The Global Equity Portfolio is designed for investors seeking to grow their wealth with a focus on growth-oriented equities.

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North American Yield

To achieve long-term growth of capital and income through investing in North American equities with a focus on yield using a rigorous multi-disciplined active investment management process, incorporate aspects of fundamental, technical and quantitative research .

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US Equity

To achieve long-term growth of capital and income through investing in mid and large capitalization in U.S. equities.. The portfolio seeks to generate a total return that exceeds the performance of the underlying benchmark by investing primarily in U.S mid to large capitalization companies, using a rigorous multi-disciplined fundamental, quantitative and technical investment approach.

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Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs, including:

Financial planning
Investment advice
Registered savings solutions
Estate planning
Business transition planning
Charitable giving

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Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

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Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

A couple looking at an estate plan with their investment advisor

Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

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Business Transition Planning

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

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