Portfolios

Our portfolio solutions are carefully crafted with intention, rigorous research, and discipline. Each portfolio is actively managed using a blend of individual stocks, ETFs, and/or fixed income, guided by our proprietary investment process, which is powered by Morningstar and Inovestor research.

 

Growth Model

The portfolio’s investment objective is long-term capital appreciation. The portfolio seeks to achieve its investment objectives by investing in individual stocks and ETFs.

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US Growth Model

The portfolio’s investment objective is long-term capital appreciation. The portfolio seeks to achieve its investment objectives by investing in US individual stocks and ETFs.

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TFSA Model

The portfolio’s investment objective is long-term capital appreciation. The portfolio seeks to achieve its investment objectives by investing in individual stocks and ETFs.

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Growth Income Model

The portfolio’s investment objective is long-term capital appreciation while providing annual income. The portfolio seeks to achieve its investment objectives by investing in individual stocks, ETFs and bonds.

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Balanced Model

The portfolio’s investment objective is long-term capital appreciation while providing annual income. The portfolio seeks to achieve its investment objectives by investing in individual stocks, ETFs and bonds.

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