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Model Portfolio

The model portfolio is an example balanced growth-oriented investment portfolio that reflects our investment philosophy. The rates of return are the real performance of segregated fund investments made for our clients. We use the model as a starting point for investment planning, which is then customized to meet your particular needs and goals. Please be advised that past performance is no indication of future results and individual results will vary based on timing and other factors.

​NOTES:

  • This is an example of a simple portfolio that would encompass all accounts (e.g. RRSP, TFSA, RRIF, etc.).
     

  • Additional funds would be added or subtracted to match individual risk tolerance, income, and liquidity requirements.
     

  • The model is a long-term-growth-oriented portfolio with low to medium risk, which is a good starting point for discussion.