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Four KBSH portfolios are available through the Goldleaf Program of CPA Securities Inc.
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Balanced
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Objective: To achieve capital appreciation with moderate risk by investing in a mix of primarily common stocks of Canadian, U.S. and International companies and high quality Canadian corporate and government bonds. Companies held will demonstrate sustainable competitive advantages, strong financial positions, superior management and high earnings growth potential.
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Total Equity
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Objective: To achieve superior long-term investment returns by investing in primarily common stocks of Canadian, U.S. and International companies with sustainable competitive advantages, strong financial positions, superior management and high earnings growth potential.
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Canadian Equity
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Objective: To achieve superior long-term investment returns by investing in primarily common stocks of Canadian companies with sustainable competitive advantages, strong financial positions, superior management and high earnings growth potential, many of which are also global leaders in their respective industries.
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Diversified Income
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Objective: To generate a consistent level of income with an absolute return focus, limiting variability through a diversity of securities - primarily corporate bonds (investment grade and high yield), income trusts and Canadian, U.S. and International dividend-paying equities.
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For more information on the Goldleaf managed accounts program speak to your advisor or visit the CPA Securities Inc. web site:
http://www.cpafin.com/
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