Our Strategies
Conservative Equities:
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
- Compound annual return since inception: 17,70% as of December 31, 2021
- Date of inception: October 1, 2015
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Diversified Income:
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
- Compound annual return since inception: 13,67% as of December 31, 2021
- Date of inception: July 1, 2017
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Focused Total Return:
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
- Compound annual return since inception: 41,97% as of December 31, 2021
- Date of inception: April 1, 2020
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North American Yield:
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
- Compound annual return since inception: 8,83% as of December 31, 2021
- Date of inception: April 1, 2015
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U.S. Equities:
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
- Compound annual return since inception: 20,43% as of December 31, 2021
- Date of inception: March 1, 2017
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