Our discretionary portfolios are personalized, diversified privately managed accounts dedicated to the prudent growth of your capital.

You own the individual securities in your portfolio, rather than units in a fund. Your account is invested based on a model percentage allocation appropriate for your risk tolerance, time horizon and objectives.

Balanced Income Portfolio

  • Minimum investment $500,000 
  • Appropriate for registered and non-registered accounts. 
  • Focus on generating both income and growth while reducing volatility by allocating the portfolio mix of fixed-income and Canadian, US and International dividend-paying equities. Conservative portfolio with reduced volatility, consistent cash flow. The equity allocation consists primarily of large-capitalization dividend paying companies.

Balanced Growth Portfolio

  • Minimum Investment $500,000 
  • Appropriate for registered and non-registered accounts.
  • Focus on generating both income and growth while reducing volatility by allocating the portfolio mix of fixed-income and Canadian, US and International dividend-paying equities.