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Investment Strategies

Our focus is on growing your wealth while optimizing asset class diversification. We provide a comprehensive list of products that aim to meet your returns, volatility, and liquidity targets.

Investment Strategies

Core Equity
  • Generate long-term appreciation through capital gains and dividends in a portfolio of stocks
  • 100% weighted in equities
  • 25-35 stocks, each with meaningful capital appreciation potential
  • North American and global focus
  • Higher return portfolio objectives for above average risk tolerance
  • Managed in segregated account only
Enhanced Income
  • Generate long-term, tax efficient returns in a low volatility portfolio of stocks and fixed income securities, positioned for higher monthly income generation
  • Equities represent 35-60% of portfolio weight and consists of 25-35 dividend yielding stocks
  • Fixed income is a mixture of bonds & preferred shares
  • Receive monthly income
  • Managed in a pooled fund or segregated account
Fixed Income
  • Invests in government bonds (federal, provincial, municipal), corporate bonds, and asset / mortgage backed securities with conservative duration and limited foreign exposure
  • All securities are investment grade quality
Credit Opportunities
  • Invests in high yield public debt, convertible debt, preferred shares, as well as government bonds and investment grade corporate bonds
  • Provides attractive risk adjusted returns and can help diversify your overall investment portfolio
  • Offers better returns than traditional fixed income due to low interest rates, with significantly lower risk and volatility than public equities

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Private Investments
  • Two distinct funds that invest in private lending opportunities and private infrastructure projects
  • Each fund targets enhanced returns and reduced portfolio volatility when compared to similar public market investments
  • Longer hold periods for private investments in illiquid markets often present pricing inefficiencies

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