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?
Discuss with me now on LinkedIn by clicking my picture.
Remy Fortier
Equity Analyst & Account Manager