These investors seek a cautious balance between reliable income and some capital growth. They value income generation but are willing to accept moderate risk by including some growth-oriented assets like equities to enhance returns, while still emphasizing stability.
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-income portfolio combines bonds and income-generating equities to deliver a conservative yet diversified investment approach for those entering or in early retirement.
Balanced between fixed income and defensive equities to provide downside protection and long-term sustainability.
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.
Global exposure and a disciplined multi-factor approach support income generation and modest capital growth.
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.
