These investors focus on long-term capital appreciation and are comfortable with more equity exposure. They accept some level of volatility but prefer to manage it through strategic diversification. They seek growth while tempering the risk of market swings.
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-growth portfolio is designed for investors with a longer investment horizon who want meaningful capital growth, but still value downside protection. It blends global equities with modest fixed income exposure to manage volatility while pursuing strong long-term returns.
Prioritizes equities with a smaller fixed income allocation to balance risk and reward over time.
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.
Globally diversified with multi-factor equity selection to capture growth themes and reduce 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.
