People with this profile want a well-rounded approach that balances income, capital preservation, and long-term growth. They are comfortable diversifying across global equities and bonds to build resilience against different market conditions and seek a portfolio that can protect assets while capturing growth opportunities.
A detailed view of how the portfolio is strategically allocated across asset classes such as equities, fixed income, cash, alternatives, and other investments.
An illustration of the portfolio’s exposure across global markets, highlighting allocations by country, region, or economic zone.
A breakdown of equity investments by sector, showcasing diversification across industries like technology, healthcare, energy, financials, and more.
An overview of fixed income holdings categorized by issuer type, including corporate bonds, federal securities, preferred shares, and other fixed income instruments.
The balanced portfolio provides core diversification with equal weight to equities and fixed income. It’s an ideal long-term holding for investors seeking reliable growth with risk management.
Maintains a roughly equal blend of bonds and equities, providing both income and capital appreciation.
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.
Invests across regions and sectors with a disciplined multi-factor methodology to mitigate concentration risk.
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.
Feel confident knowing your portfolio is built to match your needs, with expert guidance every step of the way.
