Whatever your investment need, our portfolios each have a unique mandate and risk profile ranging from conservative to aggressive growth. Their versatility and modular approach enable us to provide an ideal solution for any investor. Our portfolios are available in segregated, fee-based, discretionary accounts. Importantly, you own the individual securities, not units of a pool. Unlike mutual funds, there is no risk of picking up an embedded tax gain that belongs to others already invested.
Objective(s): Generate stable positive absolute returns by investing in Canadian dollar denominated bonds
Strategy: Invests in Canadian federal, provincial and investment grade bonds with a focus on portfolio duration management and credit risk management. A high yield component is included to enhance total portfolio return.
Target Asset Allocation: 90% Investment Grade Fixed Income/10% High Yield Fixed Income
Objective(s): Primary objective – generate interest and dividend income from the investments held within the portfolio; secondary focus – modest capital growth.
Strategy: Adjustments to this dynamic portfolio are made with the intent to maximize total return within the framework of a more conservative asset allocation mix. The income is in the form of interest, dividends, and return of capital in a diversified mix of bonds, preferred shares, dividend yielding common shares, and real estate investment trusts.
Target Asset Allocation: 75% Fixed Income/25% Equities
Objective(s): Primary objective – achieve moderate capital growth in a broadly diversified portfolio of securities; secondary focus – income generation.
Strategy: This is an actively managed portfolio with a top-down, macroeconomic approach to tactical (dynamic) asset allocation in determining weightings in domestic and foreign equity, currency and bond markets. Individual security selection is based on a bottom-up, disciplined process in identifying opportunities, with an emphasis on growth at reasonable prices.
Target Asset Allocation: 40% Fixed Income/60% Equities
Objective(s): To achieve capital growth in a diversified portfolio of Canadian equities.
Strategy: This is an actively managed portfolio with a top-down, macroeconomic approach to tactical (dynamic) sector allocation. Individual security selection is based on a bottom-up, disciplined process in identifying opportunities offering growth at reasonable prices. Primary emphasis is placed on earnings growth and earnings estimates growth with a secondary emphasis of valuation.
Target Asset Allocation: 100% Canadian Equities
Objective(s): To achieve capital growth in a diversified portfolio of global equities.
Strategy: This is an actively managed portfolio with a top-down, macroeconomic approach to tactical (dynamic) regional and sector allocation. Individual security selection is based on a bottom-up, disciplined process in identifying opportunities, with an emphasis on growth at reasonable prices.
Target Asset Allocation: 100% Global Equities
Objective(s): To achieve capital growth in a focused portfolio of 20 U.S. equities.
Strategy: This portfolio incorporates two distinct strategies for style diversification – The value component seeks opportunities based on low valuation, positive revisions to earnings estimates, and on positive earnings growth. The growth component seeks opportunities based on positive revisions to earnings estimates, positive earnings surprises, and price momentum.
Target Asset Allocation: 100% Small and Mid-Capitalization U.S. Equities
Objective(s): To achieve capital growth in a concentrated portfolio of approximately 12 equity holdings.
Strategy: This is an actively managed portfolio with a top-down, macroeconomic approach to tactical (dynamic) regional and sector allocation. This portfolio seeks high growth opportunities with a specific emphasis on earnings growth and positive price momentum.
Target Asset Allocation: 100% Global Equities
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