This ETF tracks the S&P/TSX Composite.


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


This fund is designed to track the performance of the S&P Global 1200 Information Technology Sector Index, offering exposure to a broad range of technology companies from developed markets around the world. The fund is well-diversified, comprising …


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 …


Scotiabank is the most internationally oriented of the Big Six Canadian chartered banks, with approximately 35% of its earnings coming from its international operations, primarily from Mexico, Colombia, Peru, and Chile.




  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 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 video, an …


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.  


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 …


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.


The quarterly dividend was raised 5%, to $0.57 a share, equivalent to a yield of 4%.


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


This is an issue of straight preferred shares.


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, …


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.


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 d …


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, 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.


Brookfield Corporation is the new name for the former Brookfield Asset Management, which still exists as part of the broader company. BN has more than 100 years of history of owning and operating assets with a focus on property, renewable energy, infra …


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