Private Portfolio Management
The Core Balanced Composite consists of consolidated client portfolios with an equity mix between 40% and 80%.
The Income Balanced Composite consists of consolidated client portfolios with and equity mix between 15% and 40%.
Select Managed Portfolios
The Canadian Value Fund invests primarily in high-quality Canadian companies.
The Select Shares U.S. Fund invests primarily in high quality, larger capitalization companies that are listed on U.S. and foreign exchanges.
Global Investment Performance Standards (GIPS®)
The Global Investment Performance Standards (GIPS®) are a set of standardized, industry-wide ethical principles that provide investment firms with guidance on how to calculate and report their investment results.