20% EQUITY | 80% FIXED INCOME
This complete investment solution is designed for clients seeking safety and income with a hedge against inflation. This diversified portfolio aims to outperform stock and bond benchmarks while offering strong sustainability alignment. The strategy is suitable for clients with at least 2 years to invest, and targets average annual returns of 2% net of fees and expenses.
Low Risk / High Yield Canadian & Global Stocks
Core Canadian, U.S., and Global Stocks
Leading Global Impact Stocks
Fossil Free Canadian Corporate Bonds
Canadian and Provincial Government Bonds
LOWER RISK
HIGHER RISK
35% EQUITY | 65% FIXED INCOME
This complete investment solution is designed for clients seeking an emphasis on income with potential returns above inflation. This diversified portfolio aims to outperform stock and bond benchmarks while offering strong sustainability alignment. The strategy is suitable for clients with at least 4 years to invest, and targets average annual returns of 3% net of fees and expenses.
Low Risk / High Yield Canadian & Global Stocks
Core Canadian, U.S., and Global Stocks
Leading Global Impact Stocks
Fossil Free Canadian Corporate Bonds
Canadian and Provincial Government Bonds
LOWER RISK
HIGHER RISK
50% EQUITY | 50% FIXED INCOME
This complete investment solution is designed for clients seeking a neutral balance of income and growth. This diversified portfolio aims to outperform stock and bond benchmarks while offering strong sustainability alignment. The strategy is suitable for clients with at least 6 years to invest, and targets average annual returns of 4% net of fees and expenses.
Low Risk / High Yield Canadian & Global Stocks
Core Canadian, U.S., and Global Stocks
Leading Global Impact Stocks
Fossil Free Canadian Corporate Bonds
Canadian and Provincial Government Bonds
LOWER RISK
HIGHER RISK
60% EQUITY | 40% FIXED INCOME
This complete investment solution is designed for clients seeking a balanced approach with an emphasis on growth. This diversified portfolio aims to outperform stock and bond benchmarks while offering strong sustainability alignment. The strategy is suitable for clients with at least 8 years to invest, and targets average annual returns of 5% net of fees and expenses.
Low Risk / High Yield Canadian & Global Stocks
Core Canadian, U.S., and Global Stocks
Leading Global Impact Stocks
Fossil Free Canadian Corporate Bonds
Canadian and Provincial Government Bonds
LOWER RISK
HIGHER RISK
70% EQUITY | 30% FIXED INCOME
This complete investment solution is designed for clients seeking growth of capital with moderate risk. This diversified portfolio aims to outperform stock and bond benchmarks while offering strong sustainability alignment. The strategy is suitable for clients with at least 10 years to invest, and targets average annual returns of 6% net of fees and expenses.
Low Risk / High Yield Canadian & Global Stocks
Core Canadian, U.S., and Global Stocks
Leading Global Impact Stocks
Fossil Free Canadian Corporate Bonds
Canadian and Provincial Government Bonds
LOWER RISK
HIGHER RISK
90% EQUITY | 10% FIXED INCOME
This complete investment solution is designed for clients who want higher growth and are comfortable with the risk of a predominantly stock portfolio. This diversified strategy aims to outperform stock and bond benchmarks while offering strong sustainability alignment. The portfolio is suitable for clients with at least 12 years to invest, and targets average annual returns of 7% net of fees and expenses.