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

Harty Advisory Team

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Heritage Portfolios

Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 429-8964
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Heritage Portfolios

CIBC Private Wealth logo with team name

Heritage International Growth Portfolio

This portfolio is 100% equity and carries a medium to high risk profile. The objective is to provide clients with a high level of growth in their portfolio using a disciplined approach to invest in top quality U.S. and Canadian companies that pass strenuous fundamental screens. This portfolio is designed to give maximum exposure to both domestic and global trends.

 
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Heritage Growth Portfolio

This portfolio is 70% equity and 30% fixed income and carries a medium risk profile. The objective is to provide investors with growth in capital while minimizing volatility in the principal value. The portfolio will invest in a diversified selection of Canadian stocks and bonds.

 
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Heritage Solid Growth Portfolio

This portfolio is 50% equity and 50% fixed income and carries a medium risk profile. The objective is to provide clients with a combination of current income and growth. To accomplish this, the portfolio holds a large component in Canadian bonds and high dividend yielding companies while also investing in good quality U.S. and international companies.

 

Heritage Balanced Portfolio

This portfolio is 50% equity and 50% fixed income and carries a medium risk profile. The objective is to provide clients with a reasonable amount of growth in the portfolio while providing protection of capital. A large component is invested in Canadian bonds with the remainder invested in "Blue Chip", North American equities with a focus on companies with a history of growing dividends.

 
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Heritage Income Portfolio

This portfolio is 30% equity and 70% fixed income and carries a medium risk profile. The primary objective is to provide clients with a high level of current income while protecting against erosion of the principal due to inflation.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.