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Portfolio
Canadian Equity Model Portfolio
updated September 2025
Long term total returns consisting of long-term capital growth and modest dividend income though exposure to event driven opportunities and quality equities with a Canadian market focus.
U.S. Equity Model Portfolio
updated September 2025
Long term total returns consisting of long-term capital growth and modest dividend income though exposure to event driven opportunities and quality equities with a U.S. market focus.
Global Balanced Model Portfolio
updated September 2025
Risk adjusted returns over a long term time frame. The goal is to provide both long-term capital growth and income through a well diversified approach with exposure to global equities and bonds.
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