{"id":1006,"date":"2023-04-21T16:25:03","date_gmt":"2023-04-21T16:25:03","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup2\/?page_id=1006"},"modified":"2026-02-12T15:16:41","modified_gmt":"2026-02-12T20:16:41","slug":"investment-strategies","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup\/investment-strategies\/","title":{"rendered":"Investment Strategies"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"1006\" class=\"elementor elementor-1006\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5fa1fa3 elementor-reverse-mobile elementor-section-height-min-height elementor-section-items-stretch elementor-section-boxed elementor-section-height-default\" data-id=\"5fa1fa3\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0d5d52e\" data-id=\"0d5d52e\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2a88c77 elementor-reverse-mobile elementor-section-height-min-height elementor-section-items-stretch elementor-section-boxed elementor-section-height-default\" data-id=\"2a88c77\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-fc8699e\" data-id=\"fc8699e\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-831704a elementor-widget elementor-widget-heading\" data-id=\"831704a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Our Approach<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e72c2d3 elementor-widget elementor-widget-text-editor\" data-id=\"e72c2d3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-1f75f81 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1f75f81\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-24fdcdb\" data-id=\"24fdcdb\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d2b0364 elementor-widget elementor-widget-text-editor\" data-id=\"d2b0364\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>Long-term approach focused on the 5- and 10-year investment picture.<\/li><li>Focused on fundamentals, predictable cash flow growth, and strong responsible corporate balance sheets.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-ad1c5be\" data-id=\"ad1c5be\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9628418 elementor-widget elementor-widget-text-editor\" data-id=\"9628418\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>Strict portfolio diversification by company, sector, geography, and currency.<\/li><li>Proactive risk management, adjusting investments to try to avoid potential problems in markets before they happen and preserve capital.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1e4358d elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1e4358d\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-04ebce8\" data-id=\"04ebce8\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-fe190c7 elementor-tabs-view-vertical elementor-tabs-alignment-stretch elementor-widget elementor-widget-tabs\" data-id=\"fe190c7\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"our-approach-tabs\" data-widget_type=\"tabs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-tabs\">\n\t\t\t<div class=\"elementor-tabs-wrapper\" role=\"tablist\" >\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-2661\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"true\" data-tab=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"elementor-tab-content-2661\" aria-expanded=\"false\">Conservative Equities<\/div>\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-2662\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"false\" data-tab=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-2662\" aria-expanded=\"false\">Diversified Income<\/div>\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-2663\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"false\" data-tab=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-2663\" aria-expanded=\"false\">Focused Total Return<\/div>\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-2664\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"false\" data-tab=\"4\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-2664\" aria-expanded=\"false\">North American Yield<\/div>\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-2665\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"false\" data-tab=\"5\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-2665\" aria-expanded=\"false\">U.S. Equities<\/div>\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-2666\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"false\" data-tab=\"6\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-2666\" aria-expanded=\"false\">Canadian Dividends<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<div class=\"elementor-tabs-content-wrapper\" role=\"tablist\" aria-orientation=\"vertical\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"true\" data-tab=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"elementor-tab-content-2661\" aria-expanded=\"false\">Conservative Equities<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-2661\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-2661\" tabindex=\"0\" hidden=\"false\"><p><strong>Investment Objective:<\/strong><\/p><p>To achieve stable long-term growth while protecting capital through investing in a conservative portfolio of blue-chip North American equities.<\/p><ul><li>This strategy is based on a disciplined fundamental investment process with growth at a reasonable price. Equal priority on downside protection and capturing upside.<\/li><li>Designed to be a core portfolio for long-term investors.<\/li><\/ul><p><a href=\"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup\/wp-content\/uploads\/sites\/165\/2026\/02\/Hale_Fact-Sheet_2025-Q4_CE-EN.pdf\" target=\"_blank\" rel=\"noopener\"><strong>Download fact sheet\u00a0 <img decoding=\"async\" class=\"wp-image-1089 alignnone\" src=\"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup2\/wp-content\/uploads\/sites\/165\/2023\/04\/Download.png\" alt=\"\" width=\"17\" height=\"19\" \/><\/strong><\/a><\/p><\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"false\" data-tab=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-2662\" aria-expanded=\"false\">Diversified Income<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-2662\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-2662\" tabindex=\"0\" hidden=\"hidden\"><p><strong>Investment Objective:<\/strong><\/p><p>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.<\/p><ul><li>The strategy is based on a disciplined fundamental investment process with a focus on yield and cash flow.<\/li><li>Designed for investors seeking a current income through tax sheltered accounts.<\/li><\/ul><p><a href=\"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup\/wp-content\/uploads\/sites\/165\/2026\/02\/Hale_Fact-Sheet_2025-Q4_DIP-EN.pdf\" target=\"_blank\" rel=\"noopener\"><strong>Download fact sheet\u00a0 <img decoding=\"async\" class=\"wp-image-1089 alignnone\" src=\"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup2\/wp-content\/uploads\/sites\/165\/2023\/04\/Download.png\" alt=\"\" width=\"17\" height=\"19\" \/><\/strong><\/a><\/p><\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"false\" data-tab=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-2663\" aria-expanded=\"false\">Focused Total Return<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-2663\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-2663\" tabindex=\"0\" hidden=\"hidden\"><p><strong>Investment Objective:<\/strong><\/p><p>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.<\/p><ul><li>Disciplined fundamental investment process with growth at a reasonable price.<\/li><li>Focused on absolute long-term returns.<\/li><\/ul><p><a href=\"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup\/wp-content\/uploads\/sites\/165\/2026\/02\/Hale_Fact-Sheet_2025-Q4_FTR-EN.pdf\" target=\"_blank\" rel=\"noopener\"><strong>Download fact sheet\u00a0 <img decoding=\"async\" class=\"wp-image-1089 alignnone\" src=\"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup2\/wp-content\/uploads\/sites\/165\/2023\/04\/Download.png\" alt=\"\" width=\"17\" height=\"19\" \/><\/strong><\/a><\/p><\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"false\" data-tab=\"4\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-2664\" aria-expanded=\"false\">North American Yield<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-2664\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"4\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-2664\" tabindex=\"0\" hidden=\"hidden\"><p><strong>Investment Objective:<\/strong> Provide stable income and growth by investing in a balanced portfolio of North American equities and bonds.<\/p><ul><li>Compliant to the Pension Benefits Standards Act governing the management of federally regulated pensions and suitable for most charitable foundations and endowments.<\/li><li>Ideal for investments pools that require a lower amount of volatility and have strict asset allocation requirements.<\/li><\/ul><p><a href=\"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup\/wp-content\/uploads\/sites\/165\/2026\/02\/Hale_Fact-Sheet_2025-Q4_NAY-EN.pdf\" target=\"_blank\" rel=\"noopener\"><strong>Download fact sheet\u00a0 <img decoding=\"async\" class=\"wp-image-1089 alignnone\" src=\"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup2\/wp-content\/uploads\/sites\/165\/2023\/04\/Download.png\" alt=\"\" width=\"17\" height=\"19\" \/><\/strong><\/a><\/p><\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"false\" data-tab=\"5\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-2665\" aria-expanded=\"false\">U.S. Equities<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-2665\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"5\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-2665\" tabindex=\"0\" hidden=\"hidden\"><p><strong>Investment Objective:<\/strong><\/p><p>To achieve long-term growth of capital and income through investing in a portfolio of blue-chip U.S. equities.<\/p><ul><li>Disciplined fundamental investment process with growth at a reasonable price.<\/li><li>Ideal for investors who wish to segregate US dollar denominated investments.<\/li><\/ul><p><a href=\"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup\/wp-content\/uploads\/sites\/165\/2026\/02\/Hale_Fact-Sheet_2025-Q4_US-EQUITY-EN.pdf\" target=\"_blank\" rel=\"noopener\"><strong>Download fact sheet\u00a0 <img decoding=\"async\" class=\"wp-image-1089 alignnone\" src=\"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup2\/wp-content\/uploads\/sites\/165\/2023\/04\/Download.png\" alt=\"\" width=\"17\" height=\"19\" \/><\/strong><\/a><\/p><\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"false\" data-tab=\"6\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-2666\" aria-expanded=\"false\">Canadian Dividends<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-2666\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"6\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-2666\" tabindex=\"0\" hidden=\"hidden\"><p><strong>Investment Objective:<\/strong><\/p><p>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.<\/p><ul><li>Fundamental bottom-up investment approach<\/li><li>Sustainable dividend income with capital preservation<\/li><li>Canadian Equities<\/li><\/ul><p><a href=\"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup\/wp-content\/uploads\/sites\/165\/2026\/02\/Hale_Fact-Sheet_2025-Q4_CDIV-EN.pdf\" target=\"_blank\" rel=\"noopener\"><strong>Download fact sheet\u00a0 <\/strong><strong><img decoding=\"async\" class=\"wp-image-1089 alignnone\" src=\"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup2\/wp-content\/uploads\/sites\/165\/2023\/04\/Download.png\" alt=\"\" width=\"17\" height=\"19\" \/><\/strong><\/a><\/p><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Our Approach 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. Long-term approach focused on the 5- and 10-year investment picture. Focused on fundamentals, predictable cash [&hellip;]<\/p>\n","protected":false},"author":173,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-1006","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup\/wp-json\/wp\/v2\/pages\/1006","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup\/wp-json\/wp\/v2\/users\/173"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup\/wp-json\/wp\/v2\/comments?post=1006"}],"version-history":[{"count":47,"href":"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup\/wp-json\/wp\/v2\/pages\/1006\/revisions"}],"predecessor-version":[{"id":3448,"href":"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup\/wp-json\/wp\/v2\/pages\/1006\/revisions\/3448"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/haleinvestmentgroup\/wp-json\/wp\/v2\/media?parent=1006"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}