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

Hui Portfolio Management

  • Home
  • About Us
    • Our Team
    • History
    • Milestone & Team Name Announcements
    • Testimonials
  • Our Approach
    • Portfolio Management
    • Wealth Management
  • Services
    • Our Solutions
    • Accounts & Pricing
  • Market insights
  • Community
  • Contact Us

History

Address 1055 Dunsmuir Street Suite 2434 Vancouver BC, V7X 1K8
Telephone Number (604) 661-2366
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A Story of Growth & Modernization

For over 40 years, Hui Portfolio Management at CIBC Wood Gundy has pioneered responsible ways to help capital work for those we serve. It is only by putting our clients' success first that we succeed as well.

 

1977 – The Beginning
Eddie Hui begins his career at a predecessor firm and starts managing investments for individuals, small businesses, trusts and quasi-institutions with the goal of providing investors with a superior approach to managing investment portfolios. Over the next 35 years, during an era of transactional brokeraging, Eddie earns his reputation for his incredible stock picking skills, which ultimately serves as a foundation on which our current family discretionary investment models are based on.

 

1990 – Merger & Acquisition
In the midst of Eddie's extensive career, CIBC Wood Gundy acquires the predecessor firm.

 

2001 – Partnership
Eddie's son, Justin Hui, joins to form a partnership that lasts more than a decade. Assets under management: $140 million.

 

2012 – Discretionary Portfolio Management
With technological advancement and the introduction of the CIBC Wood Gundy Advisor Managed Account (AMA) platform, this leads to the inception and formalization of the Hui North American Large Cap Equity investment mandate.

 

2013 – Retirement
Eddie Hui retires after 40 years with the firm. Justin takes over the leadership of the portfolio management and investment advisory practice. After a decade of continuous growth and a seamless transition, assets reach $220 million.

 

2016 – Launch of a Sister Mandate
Investor demand for a pure U.S. dollar equity solution coupled with the long-term success of our core Hui North American Large Cap Equity mandate leads to the creation of the Hui U.S. Resilient Opportunities equity investment mandate.

 

2017 – 40th Anniversary of the Hui Portfolio Management
During this milestone anniversary, assets under management surpass the $300 million mark.

 

2019 – Mandarin Speaking Associate Investment Advisor

Faye Tong joins HPM and takes on an advisory and servicing role with a focus on Mandarin speaking clientele. Assets under management tops $400 million.

 

2021 – Justin Hui Named One of Canada's Top Wealth Advisors, Globe and Mail

Justin is recognized as one of Canada's Top Wealth Advisors in 2021 in Globe and Mail's Report on Business Magazine. HPM reaches $600 million in assets under management while the Hui North American Large Cap equity mandate reaches $250 million in assets.

 

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.