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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 ┬ábonds & preferred shares
  • Receive monthly income
  • Managed in a pooled fund or segregated account