Designed to support our Wealth Management team, the Portfolio Strategy Group produces and distributes a variety of informative reports keeping our team and clients abreast of the economy and the markets – on a daily, weekly, and monthly basis.
In addition, they manage a number of model portfolios including the Canadian Growth Model, Dividend Growth Model, and Focus 15. Each model is designed to provide a professionally managed portfolio employing a rigorous and thorough due diligence process in their design and management.
A number of our Portfolio Managers run distinct models, which are overseen by our Portfolio Strategy Group. The added layer of supervision and oversight ensures our PM’s are adhering to a disciplined mandate and delivering the performance our clients have come to expect.
To learn more about PI's Managed Portfolios, click here.