Investment Objective:

To achieve stable long-term growth while protecting capital through investing in a conservative portfolio of blue-chip North American equities.

• This strategy is based on a disciplined fundamental investment process with growth at a reasonable price. Equal priority on downside protection and capturing upside.
• Designed to be a core portfolio for long-term investors.

Download fact sheet 

Investment Objective:

To generate sustainable income and protect capital through investing in a diversified portfolio of global dividend paying equities and fixed income with a focus on yield. This strategy was created to optimize the tax sheltering of registered accounts.

• The strategy is based on a disciplined fundamental investment process with a focus on yield and cash flow.
• Designed for investors seeking a current income through tax sheltered accounts.

Download fact sheet 

Investment Objective:

To achieve consistent long-term growth while preserving capital through investing primarily in North American equities. This strategy was created to optimize the use of your tax-free saving account.

• Disciplined fundamental investment process with growth at a reasonable price.
• Focused on absolute long-term returns.

Download fact sheet 

Investment Objective: Provide stable income and growth by investing in a balanced portfolio of North American equities and bonds.

• Compliant to the Pension Benefits Standards Act governing the management of federally regulated pensions and suitable for most charitable foundations and endowments.
• Ideal for investments pools that require a lower amount of volatility and have strict asset allocation requirements.

Download fact sheet 

Investment Objective:

To achieve long-term growth of capital and income through investing in a portfolio of blue-chip U.S. equities.

• Disciplined fundamental investment process with growth at a reasonable price.
• Ideal for investors who wish to segregate US dollar denominated investments.

Download fact sheet 

Investment Objective:

Achieve a combination of sustainable dividend income and long-term capital preservation through active investment in a diversified mix of primarily dividend paying Canadian Equities.

• Fundamental bottom-up investment approach
• Sustainable dividend income with capital preservation
• Canadian Equities

Download fact sheet