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Investment Strategies

Global solutions for global thinkers

A report with bond indices

Diversified Fixed Income

  • Fixed income strategy with emphasis on low capital risk
  • Invests in government bonds, corporate debt securities, and preferred shares
  • Quarterly distribution (primarily interest and dividends)
A check and a pen

Tactical Monthly Income

  • Income-focused strategy
  • Invests in dividend paying global equities
  • Invests in a broad range of fixed income asset classes
  • Available in USD and CAD
  • Monthly distribution (interest, dividends, and capital gains)
A scale with a bookshelf in the background

Global Balanced

  • Asset allocation through the ownership of underlying CWB WP investment pools
  • Diversified global equity and fixed income investments
  • Quarterly distribution (interest, dividends, and capital gains)
City on the globe

Global Equity

  • Global Equity mandate with an efficient “pool of pools” approach
  • Targeted exposure to our U.S., International, and Canadian Equity Pools
  • Optimal all-in-one solution with higher exposure to U.S. and International Equities
  • Available in USD and CAD
  • Quarterly distribution (dividends and capital gains)
A birds eye view of a industrial plant

Small-Mid Cap Equity

  • Actively managed portfolio with a focus on U.S. companies, concentrated on up to 40 holdings
  • Represents companies with market cap between $300m and $10B at time of purchase
  • Delivers long-term appreciation through high grow potential
  • Available in USD and CAD
  • Quarterly distribution (dividends and capital gains)
Toronto Stock Exchange

Canadian Equity

  • Actively managed portfolio of Canadian equities, focused on up to 45 holdings
  • Ability to invest in full market cap spectrum within Canada
  • Quarterly distribution (dividends and capital gains)
American dollar and stock charts

U.S. Equity

  • Actively managed portfolio of U.S. equities, focused on up to 55 holdings
  • Tax efficient approach to holding U.S. equities
  • Ability to invest in full market cap spectrum within U.S.
  • Available in USD and CAD
  • Quarterly distribution (dividends and capital gains)
Map of the world with Asia and Europe in focus

International Equity

  • Actively managed portfolio of equities outside North America, focused on up to 60 holdings
  • Exposure to emerging markets
  • Ability to invest in full market cap spectrum outside North America
  • Available in USD and CAD
  • Annual distribution (dividends and capital gains)
A blueprint

Custom Segregated Holdings

  • Direct ownership of stocks, bonds, ETFs, and funds
  • Ability to transfer positions "in kind"

Connect with us to learn more.

Our investment strategies serve a wide spectrum of wealth levels. We consider your age, wealth level, and complexity of your situation, and more. From there, we’re able to partner you with the best advisor service that is most suited for your journey forward.