Dividend Equity takes a total return approach by emphasizing attractive dividend yields along with long term stock price appreciation. It aims to provide investors with a stable and growing stream of after-tax income along with long-term capital growth by investing in a concentrated portfolio of undervalued high quality North American equities.
Why Invest in Dividend Equity?
Dividend-paying stocks provide a way for investors to continue to generate a return in volatile market periods, when capital appreciation is hard to achieve. Dividends can also help protect against inflation as they normally grow over time and are a tax efficient form of income. Dividend-paying stocks tend to be less volatile than non-dividend-paying stocks due to the stability of the company’s business model that has the ability to pay dividends. A portfolio that produces a steady and growing stream of dividends, especially when reinvested to take advantage of the power of compounding, can help build substantial wealth over time.
We offer a diverse mix of investment strategies across multiple asset classes. An investment portfolio can be customized to meet your specific financial targets, volatility tolerance, and liquidity preference.