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J.C. Hood Investment Counsel Inc.
Address
505 Bella Vista Drive
Pickering,
Ontario L1W 2A7
(905) 492 - 4444
jchood@rogers.com
jchood.com
Principal Contacts
John Hood
President/Portfolio Manager
Tel: (904) 492 - 4444
jchood@rogers.com
Client Minimums
Private: $300,000
Institutional: $1,000,000
Types of Accounts Managed
- Private Individual / Investor
- Institutional Investor - Pension Plan
Provinces of Business
- Alberta
- British Columbia
- Ontario*
- Quebec
* indicates a physical location in this province
J.C. Hood Investment Counsel was founded in 2000 and is fully independently owned. It was the first firm in Canada to embrace ETFs (exchange traded funds) as its principal strategy of porfolio management. The firm uses ETF for both equities and fixed income with a value added straegy of ’covered call writing’ on dividend paying equities, usually Canadian banks shares and sector ETFs, to increase yields. All client accounts are separately managed, not pooled. Management fees are 1% for accounts under $1 mm and 0.8% for accounts over $1 mm. Minimum account size is $300,000 for combined family assets or $1,000,000 for institutions.
The firm has a conservative asset allocation approach and does not buy IPOs, hedge funds, private equity, partnerships nor any other investment that is not completely liquid. Client assets are held in the clients account at NBCN (National Bank Correspondent Network) who also provide trade confirmations and reporting. Client portfolios are customized not ’pooled’.
All clients deal directlywith President/Portfolio Manager John Hood. Hood travels to Quebec frequently to meet with clients.