The Income Portfolio

 

The Income Portfolio is designed for investors who want consistent income with conservative growth over the long-term. Our diversified approach reduces risk by focusing on preservation of capital, low volatility, and long term growth in excess of inflation. The Portfolio is ideal for retirement income accounts, pensions, charitable organizations, and endowments. In the Income Portfolio we hold exchange traded funds (ETFs) that pay dividend and interest income, with a preference for tax-efficiency. Read more about our investment philosophy here.

Before investing, we offer all clients a comprehensive financial planning and tax review.

 

Portfolio Performance as of September 2018

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Compounded Annual Returns (%)
1 Year 2 Year 3 Year 5 Year 7 Year Since Inception
Income Portfolio 1.6 0.9 4.2 3.1 5.1 5.2
S&P/TSX Composite Index 2.2 4.2 6.3 4.6 4.7 2.6
Returns are annualized for periods of more than twelve months

We periodically accept new capital into the portfolios.
$500,000 minimum investment
Contact Ben Kizemchuk bwk@wprivate.ca for information.

Interested investors may signup for our monthly portfolio commentary: 

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Portfolio inception date is July 1, 2011.  Returns for periods more than 1 Year are annualized.  The statements and statistics contained herein are based on material believed to be reliable, but are not guaranteed to be accurate or complete. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance. The returns shown are subject to inherent risks and limitations, and do not take into account trading costs, management fees and expenses. The trading prices for securities in the model portfolios may differ from the trading prices in clients’ portfolios. Investors should not take this example or the model performance returns as an indication, assurance, estimate or forecast of actual or future results. Please consult your own legal and tax advisor. Particular investments or trading strategies should be evaluated relative to each client's objectives. Wellington-Altus Private Wealth and its affiliates and related entities are not liable for any errors or omissions in the information or any loss or damage suffered.

The information contained herein, does not constitute an offer or solicitation to anyone in the United States or in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation.

Wellington-Altus Private Wealth  - Member Canadian Investor Protection Fund.