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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 Bu …

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.

This ETF tracks the S&P/TSX Composite.

CIBC is the smallest of Canada’s Big Five banks.

The fund invests in a basket of global large cap tech stocks including Apple, Microsoft, Facebook, Alphabet, IBM, etc.

H&R has total assets of approximately $13.4 billion, with ownership interests in a North American portfolio of office, retail, industrial, and residential properties comprising over 40 million square feet. About 44% of its assets are office space a …

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 …

One of the Big Six Canadian chartered banks

  This ETF tracks the performance of New York’s S&P 500 Index, hedged back to Canadian dollars to eliminate the currency risk.  

This Dutch brewery has become an international giant in the industry.

The portfolio holds 16 positions, which are weighted according to their market capitalization. As a result, four REITs account for more than half the fund’s total value (RioCan, Canadian Apartment Properties, H&R, and Allied Properties).

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 …

This is a French environmental company (waste, water, energy).

TD is the sixth largest bank in North America by total assets, number of branches, and market capitalization. It has more branches (called stores by TD) in the eastern US than in Canada and is one of the leading on-line financial firms, having merged i …

Telus Corp. is Canada’s largest wireless telecom company.

Telefonica is an international telecommunications company. It is based in Spain but has operations throughout Central and South America as well as in Germany and the UK.  

Consulting firm providing engineering, architecture, and related professional services.

Restaurant royalty trust The Keg is one of the oldest recommendations in The Income Investor.

An integrated Canadian oil-and-gas company from Alberta

This is a conservatively managed Canadian equity fund from a Vancouver boutique house.

This is an issue of straight preferred shares.

An electricity and natural gas distribution utility based in St. John’s

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 Mac …

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 in Calgary that maintains a low profile while producing handsome returns.

Replicates the returns of the total Canadian bond universe.

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 …

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 exploration or production.  

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 40 years ago – was a decline of 0.08% in the period ending April 30 …

  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.

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.

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.

Brookfield shares split 3-for-2 in October 2025

Cash held in our portfolios is invested in high interest accounts at the best available rate at the time.