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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

Accounts & Pricing

Address 1055 Dunsmuir Street Suite 2434 Vancouver BC, V7X 1K8
Telephone Number (604) 661-2366
Email Email us
Email Email
Telephone Number Tel

Accounts and Pricing

Account Types

Hui Portfolio Management offers discretionary wealth management services for affluent investors around the world who are looking for a discretionary portfolio manager to handle either all or a portion of their financial assets. We offer full service management for the following non-registered and registered account types:

 

  • Individual & Joint Tenants (JTWROS)
  • Corporate: OpCo & HoldCo
  • Registered Accounts:
  • Registered Retirement Savings Plan (RRSP)
  • Registered Retirement Income Fund (RRIF)
  • Registered Education Plan (RESP)
  • Tax-Free Savings Account (TFSA)
  • Individual Pension Plans (IPP)
  • Trust and Estate
  • Donor Advised Fund (DAF)

 

CIBC Wood Gundy's multi-currency accounts have the ability to host all major currencies.

 

Minimum Investment and Fees

Hui Portfolio Management has a starting household minimum investment of $1,500,000. Our competitive management fee ranges from 0.70% - 1.25% based on asset level.

 

Our definition of a household includes parents and children.

 
 
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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.