iA Financial Group (formerly Industrial Alliance) is the fourth largest life insurer in Canada. Founded in 1892 and based in Quebec City. Its 2017 acquisition of HollisWealth from Scotiabank brought with it $34 billion in assets under management, making it the largest non-bank wealth management advisory firm in Canada. In addition to life insurance, IAG […]
NFI is the leading manufacturer of heavy-duty transit buses in the United States and Canada. The company, which is based in Winnipeg, is the industry technology leader and offers a broad product line of transit buses including drive systems powered by clean diesel, natural gas, diesel-electric hybrid, electric trolley, and battery-electric. The company also operates […]
Best known for its Circle K brand.
This fund invests in a portfolio of mainly large cap stocks, including such names as Alphabet, JPMorgan Chase, Comcast, Oracle, and Johnson & Johnson. The assets are well diversified by sector, with no heavy overweighting.
This is a portfolio fund that invests in the five funds offered by the small Vancouver-based Steadyhand boutique house. Company founder and CEO Tom Bradley decides the composition of the portfolio, using a tactical asset allocation approach.
Hammond Power is a North American leader in the design and manufacture of dry-type custom electrical engineered magnetics, electrical dry-type, and cast resin transformers.
Boeing is the largest aircraft manufacturer in the U.S. and is also heavily involved in the defence industry.
This is an issue of reset preferreds.
The largest listed Canadian gold miner by market capitalization.
This is largest global REIT listed in Canada. Dream Global owns $2.8 billion worth of German and Austrian offices, with 208 properties representing 13.4 million square feet in such centres as Frankfurt, Munich, Hamburg, Cologne, and Vienna. The REIT is in the process of being taken over by Blackstone Group.
Constellation pays a quarterly dividend of $1 per share.
Unilever is the third-largest global consumer products company, with such brands as Lipton’s, Dove, Hellmann’s, Knorr, Magnum, and Ben & Jerry’s.
Montreal-based CGI is one of the largest independent information technology and business process services firms in the world.
WSP is an international engineering and design firm that provides a wide range of services, from urban planning to environmental remediation. Based in Montreal, the company employs approximately 54,000 people, including engineers, technicians, scientists, architects, planners, surveyors, and environmental specialists, as well as other design, program and construction management professionals. It has more than 500 […]
Walmart is the world’s largest bricks and mortar retailer with 10,500 stores in 24 countries, plus an expanding e-commerce operation. It employs some 2.3 million people worldwide and had revenue in the 2022 fiscal year of $573 billion.
Allied Properties originally specialized in former industrial and commercial properties (Class I) on the fringes of downtown cores, primarily in Toronto, Montreal, Vancouver, and Calgary. These so-called “bricks-and-beam” buildings often rent for up to 50% less than the central business district offices. It also runs data hotels for technology companies hosting communications hubs. Allied also […]
This is a high income fund from the CI organization. It is managed by the company’s Signature Group and run by the troika of Geof Marshall, Ryan Fitzgerald, and Joe D’Angelo. Right now it too is in a defensive mode, with only 40% of the portfolio exposed to the stock market (mostly U.S. and international), […]
AT&T provides telecom services to more than 100 million families and 2.5 million businesses in the US.
Jefferies is a U.S. conglomerate, which has often been compared to Berkshire Hathaway. The company was originally recommended as Leucadia (NYSE: LUK) but recently changed its name and trading symbol.
As a specialty cable TV and radio operator, Corus owns a large group of cable TV channels, with a focus on women’s and children’s programming, radio stations, and is the second-largest provider of French-language programming. As well, it acquired the Global TV network in a recent deal with Shaw Communications.
This ETF invests in emerging markets around the world. The Canadian version trades on the TSX under the symbol XEM. It invests in units of the U.S. version, which trades on the NYSE as EEM.
Exco Technologies is a global supplier of innovative technologies servicing the die-cast, extrusion, and automotive industries. It has 18 locations in 10 countries, employs more than 5,000 people, and serves a diverse and broad customer base.
Calgary-based Freehold is a dividend-paying oil-and-gas royalty company with assets predominately in western Canada, although it is expanding in the US. Its primary focus is to acquire and actively manage royalties, while providing a lower-risk income vehicle for shareholders. Freehold has one of the largest independently owned portfolios of royalty lands in Canada, with land […]
This portfolio invests in the units of several TD funds and is designed for conservative investors.
Manulife is the largest Canadian life insurer by market capitalization and a top 10 global life insurer. It has 35 million customers, of which 7 million are Canadian, and serves one in four Canadians with insurance and investment products. It has done business in Asia since 1897, where it operates in 12 countries and has […]
This is a global balanced fund with a goal of maximizing tax efficiency in non-registered accounts by investing in a diversified portfolio of Canadian and foreign bonds and domestic and international stocks of all types.
Goldcorp is the largest gold miner by market capitalization and owns a well-diversified portfolio of properties in politically stable jurisdictions in North and South America.
These are straight preferreds, which means they continue to pay a constant dividend, no matter what happens to interest rates in general. The quarterly dividend is $0.35 per share, with payments made in January, April, July, and October.
Chemtrade is a leading regional supplier of sulphur, chlor-alkali products, liquid sulphur dioxide, potassium chloride, and zinc oxide. Additionally, Chemtrade provides industrial services such as processing by-products and waste streams.
These are straight preferreds.
The world’s largest fast-food franchise.
XLP’s portfolio of consumer brands includes Costco, Walgreens, Wal-Mart, Phillip Morris, Procter & Gamble, Coca-Cola, etc.
Morneau Sheppell is the largest administrator of pension and benefits plans in Canada.
Canadian Tire is quite familiar to almost all Canadians.
Toronto-based Barrick is one of the world’s largest gold miners. Barrick has gold and copper mining operations and projects in 13 countries in North and South America, Africa, Papua New Guinea, and Saudi Arabia. Its diversified portfolio spans many of the world’s prolific gold districts and is focused on high-margin, long-life assets.
Intact is the largest Property/Casualty (P/C) insurer in Canada, with almost 20% market share after the acquisition of the Canadian operations of UK insurer RSA, a deal which closed this month. Intact consistently outperforms the industry in terms of profitability and CEO Chares Brindamour aims to outperform the industry Return on Equity (RoE) by 5% […]
Enghouse is a leading global provider of enterprise software solutions, serving a variety of distinct vertical markets. Its strategy is to build a larger and more diverse software company through strategic acquisitions and profitable growth.
This is balanced fund that is weighted towards bonds (75% of assets). The equity portion is invested in dividend paying stocks and REITs.
This ETF tracks the FTSE TMX Canada 1-5 Year Laddered Corporate Bond Index, less fees and expenses.
Citi is a U.S.-based global bank, with approximately 200 million customer accounts. It does business in more than 160 countries and jurisdictions.
Bank of America is one of the world’s leading financial institutions, serving approximately 47 million consumer and small business relationships with approximately 4,700 retail financial centres, approximately 16,000 ATMs, and online banking with approximately 32 million active users and approximately 19 million mobile users.
This is a Bermuda-based limited partnership that owns infrastructure assets in North and South America, Europe, and Australia.
Boyd is the largest operator of non-franchised collision repair centres in North America in terms of number of locations and one of the largest in terms of sales. The company currently operates locations in five Canadian provinces under the trade name Boyd Autobody & Glass, as well as in 22 U.S. states.
Leon’s is a furniture and appliance chain.
This was formerly named Genworth. It is one of the duopoly, along with government owned Canada Mortgage and Housing Corporation (CMHC), that provides mortgage insurance for home purchasers who cannot pay a 20% deposit. While Genworth only guarantees 90% of the amount, unlike CMHC’s 100%, it competes on speed and flexibility of service and by […]
Franco-Nevada has been the best performing precious metals stock since its IPO at the end of 2007.