Carl and Shannon Brown’s Portfolio Review

Shannon Brown’s Investment Portfolio

Registered
Accounts

Large Cap
Fund
Global Managers Fund
Canadian
Growth Fund

Global Equity Fund

Non-Registered
Accounts

Globe
Investor Fund

Canadian Equity Fund

Carl Brown’s Investment Portfolio

Registered
Accounts

Large Cap
Core Fund
Canadian Growth Fund

Multi Manager
Fund

Non-Registered
Accounts

Mid Cap Index Fund

Global Equity
Fund

Multiple Positions from the Top 10 Lists
Company

Shannon
Multiple
Positions

Carl
Multiple
Positions

Total
Multiple Position

TD 6 2 8
Royal
Bank

5 1 6
BNS

5   5
Suncor

5   5
CIBC

3 2 5
Canadian
Nat Resources
3   3
Microsoft

2   2
Potash

2   2
Waste
Management

2   2
Manulife

2   2

Does your portfolio need a Second Opinion?
We can give you an unbiased assessment. One of our Portfolio Managers will produce a detailed report and assess whether your investment portfolio is designed to help you achieve your financial goals and needs.

Please fill out the brief form below, include a copy of your most recent statement, and we’ll follow up to schedule your free review.