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
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