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.
