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Explore our variety of model portfolio strategies to help meet your clients’ goals

Tactical Sector Rotation

December 31st, 2021

US Growth
Equity

December 31st, 2021

International
Equity

December 31st, 2021

Canadian High
Dividend Equity

December 31st, 2021

US Large Cap
Equity

December 31st, 2021

Best Ideas
Equity

December 31st, 2021

Canadian
Equity

December 31st, 2021

Communication Rebalancing (Email) Excel File (XLS) Commentary (PDF) Fact Sheet (PDF) Presentation (PDF)
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