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 in a portfolio.
Category: Picks
This ETF tracks the S&P/TSX Composite.
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CIBC (TSX, NYSE: CM)
CIBC is the smallest of Canada’s Big Five banks.
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Diageo PLC (NYSE: DEO)
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 as an American Depository Receipt (ADR). Each ADR represents four shares of the company’s common stock.
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iShares Core S&P 500 Index ETF (CAD-Hedged)
This ETF tracks the performance of New York’s S&P 500 Index, hedged back to Canadian dollars to eliminate the currency risk.
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North West Company (TSX: NWC, OTC: NWTUF)
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 North and in Alaska but has expanded into warmer climes (the Caribbean and South Pacific) and to urban areas with its Giant Tiger brand.
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AltaGas Ltd. (TSX: ALA, OTC: ATGFF)
Calgary-based AltaGas is a utility and pipeline operator.
Stantec is a large Edmonton-headquartered consulting firm offering engineering, architecture, and related professional services. It now has 22,000 employees operating out of 350 office locations on six continents. In 2020, 53% of its revenues were from the US, 29% from Canada, and 18% from other international operations which are primarily in the UK, Australia, and […]
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Boardwalk REIT (TSX: BEI.UN, OTC: BOWFF)
Boardwalk is the largest owner of apartments in Canada, concentrated in the Prairies and Southwest Ontario.
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Suncor Energy (TSX, NYSE: SU)
The quarterly dividend was raised 5%, to $0.57 a share, equivalent to a yield of 4%.
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Enbridge Series A Preferred Shares
This is an issue of straight preferred shares.
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Fortis Inc. (TSX, NYSE: FTS)
Fortis is an electricity and natural gas distribution utility based in St. John’s. It has total assets of about $70 billion and generated revenue of $12 billion in 2023. The company serves about 3.4 million utility customers in five Canadian provinces, nine US states, and three Caribbean countries. It has 9,100 employees.
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Power Financial Corp.
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 manager IGM Financial, which owns Investors’ Group and Mackenzie Investments. Power also owns 27.8% of European conglomerate Pargesa and 81.7% of Wealthsimple Financial, an online […]
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).
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Canadian Oil Sands
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Mawer Canadian Equity Fund (MAW106)
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 in Calgary that maintains a low profile while producing handsome returns.
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 well as spending extensively on renovating and updating existing properties.
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CI Signature Dividend Fund
This CI fund has a focus on preferred shares and dividend paying stocks.
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Keyera Corp. (TSX: KEY, OTC: KEYUF)
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 exploration or production.
These are convertible preferred shares
This is a boutique mortgage company that is suitable for conservative investors.
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TD Mortgage Fund
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 40 years ago – was a decline of 0.08% in the period ending April 30, 2010. This is not a fund where your savings are […]
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iShares Canadian Short Term Bond Index ETF
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 corporate bonds with maturities of one to five years.
Calgary-based TC Energy operates 93,600 km of natural gas pipelines across North America.
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PH&N High Yield Bond Fund (PHN280)
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.
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.
Brookfield Corporation is the new name for the former Brookfield Asset Management