Recently we conducted a web conference to introduce PI Financial's discretionary managed accounts program (more info
here). Joining me for the web conference was the head of PI Financial's discretionary managed accounts program Bert Quattrociocchi. Bert is a Certified Portfolio Manager and has held positions in research, banking, institutional and retail sales throughout his 32 years in the investment industry. He is currently a senior portfolio manager and a member of PI Financial’s Executive Committee and Board of Directors.
Through the web conference, Bert gives an overview of each portfolio and its unique investment objective, risk profile and holdings. You might be interested in knowing, there is likely a portfolio (or two) that is suitable for you - whether you desire investment income, capital appreciation, or a combination of the two. More on this below. To give you some context and more information, below are the six model portfolios along with a short description for each.
Video: Introduction to PI Financial's Discretionary Managed Accounts Program
The Six Model Portfolios
PI Balanced
- is a multi-asset class portfolio primarily consisting of money market, fixed income and equity securities in Canada and the US with the objective of balancing risk and return. This portfolio aims to provide a total return consisting of capital appreciation, dividend income and interest income. This portfolio is best suited for the more defensive long term investor seeking broad asset, country and sector diversification and moderate income.
PI High Yield Dividend Growth
- is a Canadian all-equity portfolio with the objective of providing equity investors with a high dividend yield, a lower level of volatility to its benchmark, growing dividend income and moderate long-term capital appreciation. To reduce risk this portfolio invests only in the more defensive sectors, such as utilities, real estate, telecom, financials and consumer staples and only in companies which have consistently grown their dividends per share for at least the past 5 years.
PI Canadian Dividend Growth
- is a Canadian all-equity concentrated portfolio consisting of between 20 to 30 large blue-chip Canadian listed companies. Each company must have a long record of consistently growing their dividend per share combined with a positive long term price trend.
PI Canadian Equity
- is our core Canadian large-cap equity portfolio holding the full range of Canada’s leading blue chip companies. The portfolio’s investment objective is long term capital appreciation with moderate dividend income. This portfolio will invest from Canada largest 100 companies and only the leading companies with long term record of financial success including consistent profitability and sound balance sheet.
PI Canadian Equity PLUS
- is an all-equity growth portfolio with about 70% of the portfolio invested in a broad range of individual leading Canadian companies plus approximately 30% invested in US, Global and Emerging Market ETFs. The portfolio’s investment objective is long term capital appreciation with moderate dividend income.
PI Focus 15
- is a model equity portfolio consisting of up to 15 mid to large capitalization Canadian listed companies with an investment objective of long term capital appreciation.
For more information on any of the six above managed portfolios, please view the short summary
here
If you are interested in learning more about the six managed portfolios, our internal portfolio management team or how you can benefit
email
or call me to discuss further (604-718-7576).
Disclaimers
Ventum Financial Corp. is a member or participating organization of the Canadian Investor Protection Fund (CIPF), Canadian Investment Regulatory Organization (CIRO), TSX, TSX-V, and Bourse de Montreal. Information contained herein represent the views of the writer, and not those of Ventum Financial Corp. or Ventum Financial (US) Corp. (collectively “Ventum Financial”), based on assumptions which the writer believes to be reasonable. The material contained herein is for information purposes only and is not to be construed as an offer or solicitation for the sale or purchase of securities. While the information herein cannot be guaranteed, it was obtained from sources the writer believes to be reliable, but in providing it neither the writer nor Ventum Financial assume any liability. This information is given as of the date appearing on this report, and the writer and Ventum Financial assume no obligation to update the information or advise on further developments relating to securities, products or services. This report is intended for distribution in those jurisdictions where Ventum Financial is registered as an advisor or a dealer in securities. Any distribution or dissemination of this report in any other jurisdiction is strictly prohibited.
