This portfolio is well-suited for those with a medium to long investment horizon and who do not rely on their portfolio for regular income. It may experience moderate to significant swings in value, but is positioned to capture opportunities in equity markets and other growth-oriented investments.
The balanced-growth portfolio is built to pursue strong capital appreciation over time. It prioritizes growth over income and is designed to navigate market volatility in exchange for greater long-term return potential.
Follows a long-term strategic asset mix of 70% equities and 30% fixed income, offering enhanced growth potential while maintaining a disciplined approach to managing risk.
Well-diversified across a broad range of equity and fixed income securities, with exposure to both domestic and global markets.
Strategically constructed by blending investment styles, regions, market capitalizations, and income quality—each selected to contribute differently through various stages of the economic and market cycle.
Our investment team collaborates to establish long-term capital market expectations, identify sources of alpha, and respond to short-term opportunities with agility and purpose. This disciplined process is grounded in a robust, risk-aware framework—designed to measure, monitor, and manage risk at a granular level.
Every risk we take is assessed for its potential to contribute to long-term returns, ensuring that portfolios remain aligned with clients’ goals. By combining institutional-quality diversification with active investment oversight, we offer Canadian investors a strategic, forward-looking solution focused on building wealth in a consistent and predictable manner over time.
The balanced-growth portfolio is built to pursue strong capital appreciation over time. It prioritizes growth over income and is designed to navigate market volatility in exchange for greater long-term return potential.
Feel confident knowing your portfolio is built to match your needs, with expert guidance every step of the way.
