BALANCED PORTFOLIO

The Balanced Portfolio is a composite of Goodreid accounts designed to satisfy the needs of those who wish to blend fixed income issues and equity offerings.

 

CANADIAN DEFENSIVE GROWTH PORTFOLIO

Co-Developed and managed by Tony Brebner at a predessor firm, the Canadian Defensive Growth Portfolio is designed for conservative investors who wish to participate in the Canadian Equity Market.

 

U.S. LARGE CAPITALIZATION PORTFOLIO

This portfolio was first offered to investors in 1986 and utilizes a growth approach in attracting some of the finest corporations in the United States.

 

U.S. SMALL CAPITALIZATION PORTFOLIO

The portfolio concentrates on relatively smaller U.S. companies (albeit with market capitalizations of $1 Billion plus) with above average growth potential.