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Freeport-McMoRan

Freeport-McMoRan is a U.S.-based mining company with global interests.

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AG Growth International

This company is a leading manufacturer of agricultural equipment.

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Norfolk Southern Corp. (NYSE: NSC)

The company has been in business since 1827.

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CBRE Clarion Global Real Estate Income Fund (NYSE: IGR)

This is a closed-end real estate fund that invests primarily in real estate investment trusts (REITs) and other types of real estate securities. It is operated by Philadelphia-based CBRE Global Investors, a global real estate investment management firm with $88.4 billion in assets under management as of June 30.

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Inter Pipeline (TSX: IPL, OTC: IPPLF)

This is a pipeline company that operates in Western Canada.

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Brookfield Renewable Partners (TSX: BEP.UN, NYSE: BEP)

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) of installed capacity.

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Cineplex Inc. (TSX: CGX)

Cineplex is Canada’s largest theatre screen operator.

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iShares MSCI Hong Kong Index Fund

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.

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Beutel Goodman American Equity Fund D Units (BTG774)

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 results in lower returns than the stock market benchmark but during bad times any losses are kept in check.

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iShares Canadian Corporate Bond Index ETF (TSX: XCB)

This fund invests exclusively in Canadian corporate bond issues.

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iShares iBoxx $ High Yield Corporate Bond ETF (NYSE: HYG)

This ETF focuses on U.S. dollar denominated high yield corporate bonds.

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SmartCentres REIT(TSX: SRU.UN, OTC: CWYUF)

SmartCentres REIT is the Walmart-anchored chain of retail properties, with 75% of centres anchored by a Walmart store. It owns 168 properties with 34 million sq. ft. of retail space and $10.4 billion in assets. Having been a major underperformer, management announced a strategic refocus in 2020 to convert retail space into mixed-use communities, including […]

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Sun Life Financial (TSX, NYSE: SLF)

Sun Life is Canada’s second largest insurance company.

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Shaw Communications (TSX: SJR.B, NYSE: SJR)

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 services. Shaw Business Network Services provides business customers with Internet, data, Wi-Fi, telephony, video, and fleet tracking services. Shaw Business Infrastructure Services offers colocation, cloud, […]

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Fidelity Canadian Balanced Fund B Units (FID282)

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.

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iShares Core S&P/TSX Capped Composite Index ETF (TSX: XIC)

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.

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Stantec Inc. (TSX, NYSE: STN)

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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The Keg Royalties Income Fund (TSX: KEG.UN, OTC: KRIUF)

The Keg Royalties Income Fund receives a 4% royalty on the revenues of the 100 restaurants in the high-end steakhouse chain royalty pool.

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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 […]

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Phillips, Hager & North Total Return Bond Fund (PHN340)

This is a core Canadian fixed income mutual fund.

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Power Financial 5.5% Series D Preferred Shares (TSX: PWF.PR.E)

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.

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iShares Core Canadian Universe Bond Index ETF (TSX: XBB)

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 Canada, provincial, corporate, and municipal bonds issued domestically in Canada and denominated in Canadian dollars.

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Northview Apartment REIT (TSX: NVU.UN, OTC: NPRUF)

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.  

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Bombardier Series 4 Preferred Shares (TSX: BBD.PR.C)

These are convertible preferred shares

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Firm Capital Mortgage Investment Corp. (TSX: FC)

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.  

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TC Energy Inc. (TSX, NYSE: TRP)

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.

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Canadian National Railway (TSX: CNR, NYSE: CNI)

CN operates across North America with over 21,000 miles of track, reaching as far south as the Gulf of Mexico.

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PH&N Short Term Bond & Mortgage Fund (PHN250)

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.

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Brookfield Corporation (TSX, NYSE: BN)

Brookfield Corporation is the new name for the former Brookfield Asset Management