Fundamental Portfolios

Traditional Our Fundamental Portfolios follow the Traditional Portfolio asset allocation models. Where the Fundamental side of the equation kicks-in is employing Fundamental Indexing (RAFI) ETFs, Equal Weight ETFs, and Actively Managed ETFs, to tilt the models in a fundamental direction. These Portfolios are designed for investors who favour fundamental metrics (average year sales, free cash flows, dividend yield, etc.)
Fundamental Models
Conservative Income


The Conservative Portfolio is for investors whose risk tolerance is the lowest, with capital preservation a top priority.


The Income Portfolio is for investors that share many characteristics with the Conservative portfolio, but allows for additional risk tolerance in order to accommodate its cash flow generation objective.

Fundamental Alternative


The Balanced Portfolio is for investors with moderate risk tolerance seeking to balance capital preservation and growth. This portfolio has a greater allocation to equities relative to the Conservative or Income Portfolios.


The Growth Portfolio is for investors willing to tolerate greater volatility in their quest for growth.



The Aggressive Growth Portfolio is for investors with a high risk tolerance, seeking high growth. 75% of this portfolio is allocated to equities


ETFi Portfolio Models

Fundamental Low Cost Mining Exploration

Traditional Portfolios

Traditional Portfolios follow the basic framework of identifying typical investors’ profiles, from income/conservative at one end of the spectrum to aggressive growth at the opposite end.

Low Cost Portfolios

Low Cost Portfolios seek to have holdings with lowest combined management expense ratios (MERs).

Alternative Portfolios

The Alternative Portfolios are designed to address a) inflation; b) rising rates; and c) declining rates.