Justin Hui, CPA, CIM®
Justin Hui heads Hui Portfolio Management, a second generation discretionary portfolio management and investment advisory practice exceeding $800 million in assets under management as of November 2024. The team specializes in portfolio management for individuals, corporations, foundations, trusts and estates, starting at $1.5 million. Hui Portfolio Management advises in English, Cantonese and Mandarin, and has private clients that extend across Canada and around the world.
Justin began his career at CIBC Wood Gundy, but long before − being raised and mentored by his father − Justin spent his early life listening to hundreds of families talk about their own financial blueprints. Because of this, he understands what it takes to maximize the odds of achieving an investor’s long-term financial goals. Justin believes in the importance of first thoroughly understanding each client’s unique circumstances, before planning and constructing a bespoke investment portfolio to match those needs.
In addition to holding the Chartered Professional Accountant (CPA, CGA) and Chartered Investment Manager (CIM®) designations, Justin is passionate about financial market history. He is known for his ability to recognize and capitalize on repeatable behavioural patterns and market trends, in ways unlike traditional advisors. Clients often hear him give clear perspective and talk about the notion of filtering out the “noise”.
Justin has a deep understanding of price movement drivers that affect both the financial markets on a macro level as well as individual investments on a micro level. He is well versed in the effects of investor psychology and the numerous emotional biases that can often inhibit an individual’s full investing potential.
Justin takes into account this myriad of complex and intangible factors. He does so with an energetic and holistic counselling approach, a willingness to dynamically re-think perspectives in response to constantly changing environments, a conservative portfolio management style, and his risk management techniques. A Portfolio Manager who is experienced in North American large-cap equity investing, Justin manages two discretionary stock mandates: Hui North American Large Cap and Hui U.S. Resilient Opportunities. His primary goal is to consistently aim to attain the highest return on investment while accepting the least amount of volatility. All the while, he ensures that
investing is done in an optimal manner, striking a balance between being economically rewarding, socially responsible and sustainable.
Justin graduated from the University of British Columbia Sauder School of Business with a Commerce degree and a specialization in Finance. He is a member of the Chartered Professional Accountants of BC (CPA, CGA) and holds the Chartered Investment Manager (CIM®) designation.
Justin is an ambassador for CPA, has been featured on the cover of the CPA-BC program calendar, and was profiled in a CPA commercial on Global TV. His family supports the autism community through community training and early intervention for young children in British Columbia.
Faye Tong 佟菲, PFP
Faye has nearly ten years of financial industry experience, with a previous role as a Senior Financial Advisor at CIBC Imperial Service. She focuses on advising and servicing high-net-worth families from around the world.
Her experience gives her the skill set to provide comprehensive client solutions that focuses on delivering high quality investment portfolio construction, asset allocation, cash flow and wealth planning. She subscribes to the idea of building focused core strategies and that best-in-class investment portfolios don’t need to be overly complicated. When it comes to co-designing portfolios, Faye values the open-architecture framework approach used in our practice whereby our team is truly investment product agnostic.
Faye is proud to call Vancouver home and has lived here for over half her life. She was originally born in Harbin, China and has lived in several other cities in China during her childhood. Faye holds a Bachelor of Science degree from the University of British Columbia (UBC) as well as the Personal Financial Planner designation. She speaks fluent English and Mandarin.