Hoyle Heath Wealth Advisory Group

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.

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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.

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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.

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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.

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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.

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Our Portfolios

Managed Portfolios

Canadian Equity

Canadian Focused Growth

North American Income and Growth

Canadian Income and Growth

Fixed Income