Performance Update - Fall 2019

Below are the gross annualized returns for some of our top performing investment strategies to the end of September 2019.

 
For detailed investment profiles, please contact us directly.
 

Global Growth Equity Portfolio

YTD Return:    21.1%

3yr Return:     14.6%

10yr Return:   10.9%

5yr Upside Capture 116.8% vs. Downside Capture only 69.7%

 

North American Equity Portfolio

1yr Return:    15.8%

3yr Return:    14.3%

5yr Return:    15.5%

5yr Upside Capture 92.5% vs. Downside Capture only 22%

 

All-Inclusive Wealth Management Services

Free BMO Private Banking premium plan

Individual Pension Plans for business owners and incorporated professionals

Integrated Cross-Border Wealth Management between Canada and the U.S.