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Our strategies help you build the portfolio you want and need.

Featured Strategies

Invest in quality at reasonable price  (QARP) Canadian companies.

  • 25 Canadian stocks with long-term capital appreciation potential;
  • Outperformed the S&P TSX by 5.3% over a 10-year ann. return;
  • Low portfolio turnover to minimize costs and tax consequences.

Who said high yield is boring? Revive your retiree’s equity mandate.

  • 25 Canadian stocks in tax-preferred dividend paying companies;
  • Outperformed the S&P TSX by 4.0% over a 10-year ann. return;
  • Low portfolio turnover to minimize costs and tax consequences.

Invest in quality at reasonable price  (QARP) US companies.

  • 20 US stocks with long-term capital appreciation potential;
  • Outperformed the S&P 500 by 5.7% over a 10-year ann. return;
  • Low portfolio turnover to minimize costs and tax consequences.

Relying on mutual funds and ETFs for your international exposure?

  • 25 ADR’s or U.S. foreign ordinaries with an average ROE of 17.8%;
  • Outperformed the MSCI ACWX by 6.6% as 10-year ann. return;
  • Low portfolio turnover to minimize costs and tax consequences.

Need a strategy for your mid-sized client accounts? Look no more.

  • Our best 10 Canadian, 10 US and 10 ADR’s stocks altogether;
  • Beat our custom benchmark 11.2% over a 10-year ann. return;
  • Low portfolio turnover to minimize costs and tax consequences.

Need a powerful yet simple sector allocation overlay for your portfolio?

  • Invest in 1-3 sectors through the Select Sector SPDR ETFs;
  • Outperformed the S&P 500 by 9.2% over a 10-year ann. return;
  • Seize investment opportunities throughout the US business cycle.

Intrigued? Discover Our Strategies Today

Have a question?

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Remy Fortier
Equity Analyst & Account Manager