This ETF tracks the performance of the Wells Fargo Hybrid and Preferred Securities Financial Index (WHPSF Index). It invests at least 90% of its total assets in fixed or floating […]
This is a Bermuda-based spinoff from Brookfield Asset Management. The focus is on renewable energy with operations in North and South America and Europe with more than 10,000 megawatts (MW) […]
Cineplex is Canada’s largest theatre screen operator.
This exchange-traded fund offers exposure to large- and mid-cap companies traded on the Hong Kong Stock Exchange. The portfolio covers about 85% of the Hong Kong market.
This low-cost, value-oriented fund is well suited for the growth segment of an RRSP. The management team takes a conservative approach, aiming to keep risk to a minimum. This sometimes […]
This fund invests exclusively in Canadian corporate bond issues.
This ETF focuses on U.S. dollar denominated high yield corporate bonds.
BCE is Canada’s largest telecommunications company.
This ETF tracks a portfolio of companies that have increased their dividends/distributions every year for five years and have a market cap of at least $300 million.
This company provides mortgage lending services to individuals and businesses in Canadian urban markets, with a focus on entrepreneurs and new Canadians. It carries on operations through wholly owned […]
This REIT has gone through a number of name changes, starting as Calloway REIT, then switching to SmartREIT, and now SmartCentres REIT. The portfolio consists of 157 properties. The REIT […]
Sun Life Financial is Canada’s third-largest insurance company by market capitalization ($29 billion). It provides a range of financial services including life, health, and travel insurance plus financial advice and […]
Shaw Communications is a Calgary-based diversified communications company, serving 3.2 million customers in Alberta and British Columbia. Its services include broadband Internet, WiFi, wireless (Freedom Mobile), and video products and […]
This is a true balanced fund with about 46% of its assets in bonds, 51% in stocks, and the rest in cash. It can be used as a core holding […]
This ETF tracks the S&P/TSX Composite.
Diageo is the largest spirits producer in the world (Johnnie Walker, Smirnoff, Bailey’s, Tanqueray, Captain Morgan, Guinness, etc.) The stock trades mainly in London but is listed in New York […]
This ETF tracks the performance of New York’s S&P 500 Index, hedged back to Canadian dollars to eliminate the currency risk.
This company traces its history back to the original North West Company of fur traders that helped to open up Canada. Today it still operates general stores across the Canadian […]
Student Transportation is North America’s largest independent provider of school bus transportation services. The company operates about 13,500 school buses in Canada and the U.S. It was founded by CEO […]
Telus claims to be Canada’s fastest-growing national telecommunications company. The company provides a wide range of communications products and services, including wireless, data, Internet protocol (IP), voice, television, entertainment and […]
AltaGas has expanded from an Alberta-based midstream pipeline operator to a well-diversified utility. Power, gas utilities, and pipelines each provide about one-third of its revenues. Its powerstations are almost entirely […]
Stantec is a large Edmonton-headquartered professional consulting firm offering engineering, architecture, and related services. It operates mostly on a fee-for-service basis but more recently it has provided fixed-price construction services. […]
Boardwalk is the largest owner of apartments in Canada, concentrated in the Prairies and Southwest Ontario.
The Keg Royalties Income Fund receives a 4% royalty on the revenues of the 100 restaurants in the high-end steakhouse chain royalty pool.
Suncor is a Canadian-based global energy company. It is a major player in the oil sands but also owns overseas assets acquired some years ago when it merged with Petro-Canada, […]
This is an issue of straight preferred shares.
Fortis is an electricity and natural gas distribution utility. It is based in St. John’s and has operations across Canada as well as in the U.S. and Caribbean. Its regulated […]
Power Financial is the holding company for the Desmarais family’s financial interests. The company owns 67.8% of Great West Life, Canada’s second-largest life insurer, as well as 61.4% of asset […]
This is a core Canadian fixed income mutual fund.
This is an issue of perpetual shares (meaning they have no redemption date). The quarterly dividend is $0.3437 ($1.3748 per year).
This fund was also added last February as a top choice for investors who want a position in the Canadian market. It is offered by a small boutique company based […]
This ETF seeks to replicate the performance of the FTSE TMX Canada Universe Bond Index, net of expenses. The index consists of a broadly diversified selection of investment-grade Government of […]
This Calgary-based REIT used to be heavily concentrated in the West and North but in recent years management has been diversifying the portfolio through new acquisitions, especially in Ontario, as […]
This CI fund has a focus on preferred shares and dividend paying stocks.
Keyera is primarily in the natural gas and natural gas liquids (NGL) business, providing such services as gathering, processing, fractionation, storage, transportation, and marketing. It does not do any […]
These are convertible preferred shares
This is a boutique mortgage company that is suitable for conservative investors.
The fund invests primarily (92%) in NHA insured conventional mortgages and has an excellent safety record. The worst 12-month period since its launch in January 1975 – that’s more than […]
This ETF aims to replicate the performance of the FTSE TMX Canada Short Term Bond Index, net of expenses. It invests in a portfolio of federal, provincial, municipal, and […]
TC Energy is the new name for TransCanada Corp. The company operates a network of natural gas pipelines that extends more than 68,000 kilometres, tapping into virtually all major gas […]
This mutual fund’s portfolio consists mainly of Canadian bonds (84.7% of the total). Key issuers include Inter Pipeline, Seven Generations Energy, CSC Holdings, and Quebecor Media.
CN operates across North America with over 21,000 miles of track, reaching as far south as the Gulf of Mexico.
This is a fund for the ultra-conservative investor. The portfolio consists of high-quality fixed-income securities with maturities of less than five years.
Calgary-based Enbridge operates the world’s longest crude oil and liquids transportation system. The company also owns and operates Canada’s largest natural gas distribution company and provides distribution services in Ontario, […]
Brookfield Asset Management has more than 100 years of history of owning and operating assets with a focus on property, renewable energy, infrastructure, and private equity. Total global assets under […]