$cibc
Skip to main content Skip to navigation CIBC Wood Gundy | Client Login | Français | CIBC.com | CIBC Websites
CIBC Wood Gundy
Home
Edmonton
10180-101 Street,
Suites 1700 & 1800
Edmonton, Alberta
T5J 3S4
Map Link
Tel: (780) 429-8900
Toll Free: +1 (800) 232-7296
Fax: (780) 429-8999
Harty Investment Group

Harty Investment Group

Tel: (780) 429-8964
Toll Free: +1 (800) 232-7296
Fax: (780) 429-8999
kerry.harty@cibc.ca

Kerry Harty

Titles & Designations

  • First Vice-President
  • Portfolio Manager
  • Fellow of CSI
  • Canadian Investment Manager
  • Bachelor of Commerce

Languages Spoken

Specialties

  • Discretionary Portfolio Management
  • Advisory & Professional Investment Management Services

Licensed In

  • British Columbia
  • Alberta
  • Manitoba
  • Saskatchewan

 

Untitled Document



Heritage Portfolios



The Heritage Portfolios were constructed and are maintained by Kerry Harty. They are designed to provide clients with a variety of investment options that will best suit their current and future needs. Within our five portfolios, clients can achieve investment goals ranging from capital growth to monthly income.

1. Heritage International Growth Portfolio

The primary objective of the Heritage International Growth Portfolio is to provide clients with a high level of growth in their portfolio. To accomplish this objective we use a disciplined approach to invest in top quality U.S. and Canadian companies that pass strenuous fundamental screens., This portfolio is designed to give maximum exposure to both domestic and global trends.
Click here for more information.

2. Heritage Growth Portfolio

The primary objective of the Heritage Growth Portfolio is to provide investors with growth in capital while minimizing volatility in the principal value. The portfolio will invest in a diversified selection of Canadian stocks and bonds.
Click here for more information.

3. Heritage Solid Growth Portfolio

The primary objective of the Heritage Solid Growth Portfolio is to provide clients with a combination of current income and growth. To accomplish this, the portfolio holds a large component in Canadian bonds and high dividend yielding companies while also investing in good quality U.S. and international companies.
Click here for more information.

4. Heritage Balanced Portfolio

The primary objective of the Heritage Balanced Growth Portfolio is to provide clients with a reasonable amount of growth in the portfolio while providing protection of capital. The portfolio has a large component invested in Canadian bonds with the reminder invested in "Blue Chip" Canadian and US equities. The portfolio focuses on investing in companies that have a history of growing their dividends.
Click here for more information.

5. Heritage Income Portfolio

The primary objective of the Heritage Income Portfolio is to provide clients with a high level of current income while protecting against erosion of the principal due to inflation.
Click here for more information.

Rates | FAQ | Agreements | Trademarks & Disclaimers | Privacy & Security | IIROC AdvisorReport
IIROC Website CIPF Website
Text Size: Set smallest text size Set medium text size Set larger text size Set largest text size Contrast: Normal | High
CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.