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The Hale Investment Group has built a reputation for protecting and growing wealth, at the foundation of our practice is solid portfolio construction. Your financial wellness starts and ends with tried-and-true portfolio management techniques and sound investment practices.
Investment Objective:
To achieve stable long-term growth while protecting capital through investing in a conservative portfolio of blue-chip North American equities.
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.
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.
Investment Objective: Provide stable income and growth by investing in a balanced portfolio of North American equities and bonds.
Investment Objective:
To achieve long-term growth of capital and income through investing in a portfolio of blue-chip U.S. equities.
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.
