Investors with this profile prioritize maximizing long-term capital appreciation. They have a higher tolerance for market volatility and risk, focusing heavily on equity exposure across global markets.
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 growth portfolio invests entirely in equities and is designed to pursue high returns over the long run. It's ideal for investors comfortable with risk in exchange for greater return potential.
Fully invested in global equities, with no allocation to fixed income, to maximize long-term capital gains.
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.
Uses a multi-factor framework focused on growth, momentum, and quality to capture market opportunities and manage 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.
