Investment Solutions

The Growth Composite Portfolio

• is designed to achieve maximum growth while taking into account the client’s risk tolerance and time horizon. Structured in a tax-efficient manner, these accounts are defined as a mix of equity and income-producing securities, where more than 70% of assets are Canadian, U.S. and International equities, while the remaining are income-producing securities.

The Balanced Composite Portfolio 

• provides a diversified combination of income-producing securities, equities and cash.  It is designed to be balanced, with equities for some growth, and income-producing securities to help ensure capital preservation.  Between 30% and 70% of the overall assets are income-producing, while the remaining are Canadian, U.S. and international equities.

The Income Composite Portfolio 

• offers capital preservation and a consistent stream of income, achieved by investing in a diversified portfolio of income-producing securities, as well as some specifically identified equities.  Of the overall assets, more than 70% are income-producing, while the remaining are Canadian, U.S. and international equities.

The Income Producing Model 

• provides a consistent stream of income, while preserving capital by investing in a diversified portfolio of income-producing securities. 

The Canadian Balanced Income Portfolios 

• main objective is to provide cash flow, while reducing capital fluctuation in the portfolio.     It is structured in a tax-efficient manner and includes a structured mix of corporate and government bonds, preferred shares, trust units and dividend-producing corporations.

The Individual Pension Plan 

• product is sponsored by the employer with membership limited to an individual and their spouse.  Special rules govern contributions and investment.  Each IPP must be registered with the Canada Revenue Agency and the appropriate provincial authority.

The Income Producing ETF Portfolio

•  investing objective is to generate a consistent stream of income.

The Balanced Income ETF Portfolio 

• investing objective is to generate a consistent stream of income while providing a limited amount of exposure to the equity markets.

The Balanced ETF Portfolio

•  investing objective is to generate an even balance of holdings in income-producing assets and exposure to the equity markets.

The Balanced Growth ETF Portfolio 

• investing objective is to be more heavily weighted in the equity markets but maintain some holdings in income-producing assets.

The Growth ETF Portfolio 

• investing objective is to maximize holdings in the equity markets with only a limited amount held in income-producing assets.