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

Hoyle Heath Wealth Advisory Group

  • Home
  • About us
    • Our Team
    • Philosophy and Approach
    • Our Portfolios
  • Responsible Investing
  • Services
  • Blog & Insights
    • Blog
    • Market insights
  • Community
  • Contact us

Our Portfolios

Address 1285 West Pender Street Suite 400 Vancouver BC, V6E 4B1
Telephone Number (604) 608-5220
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Managed Portfolios

Advisor Managed Accounts allow us to put our expertise into practice, creating a diverse roster of discretionary portfolios that can bolster any investors holdings. Our portfolios range from 100% equity to 100% fixed income, we have geographic diversification, and a consistent approach to get you the best results.

 

 

Canadian Equity

The objective of the Canadian Equity strategy is to achieve above average total return by searching out high-quality Canadian companies with a bias towards dividends and successful businesses that will return value to shareholders over the long term. This is an all equity, all Canadian portfolio suitable for investors with a long time horizon and a medium risk tolerance.

 

 

Click here for full performance and the portfolio fact sheet

 

 

Canadian Focused Growth

The objective of the Canadian Focused Growth strategy is to achieve above average total return by searching out high-quality Canadian and U.S. companies with a successful business that will return value to shareholders over the long term. This portfolio is value based with a preference for dividend growth.

 

Click here for full performance and portfolio fact sheet

 

 

North American Income and Growth

The objective of the North American Income and Growth strategy is to achieve above average total return, preservation of capital and low volatility over the long-term by using a combination of high-quality US and Canadian bonds, preferred shares and equities with a bias towards dividends and successful businesses that will return value to shareholders over the long term.

 

Click here for full performance and the portfolio fact sheet

 

Canadian Income and Growth

The objective of the Canadian Income and Growth strategy is to achieve above average total return, preservation of capital and low volatility over the long-term by using a combination of high-quality Canadian bonds, preferred shares and equities with a bias towards dividends and successful businesses that will return value to shareholders over the long term.

 

Click here for full performance and portfolio fact sheet

 

 

 

Fixed Income

Our first 100% fixed income portfolio. This managed portfolio uses high quality Canadian bonds and preferred shares to achieve preservation of capital and income over the long term. This portfolio can be used in conjunction with other portfolios to tailor you asset allocation to exactly where you need it to be.

 

Click here for full performance and portfolio fact sheet

 
 
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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.