Canaccord Capital - Portfolios

Portfolios

Independence Canadian Equity Portfolio
Primary Objective: to provide investors with above-average long-term growth, relative to the markets, at a reasonable rate of risk.
Independence Canadian Balanced Portfolio
Primary Objective: to provide long-term conservative growth by investing only in the highest quality blue chip stocks and bonds.
Independence Canadian Income Growth Portfolio
Primary Objective: to produce above-average after-tax income
Independence Canadian Bond Portfolio
Primary Objective: to enhance fixed income returns using an active management approach.
Independence Cash Management Portfolio
Primary Objective: a managed account designed to achieve above average returns on cash balances, which historically have earned less than satisfactory rates of return.
Independence Cash Management Portfolio (Quebec)
Primary Objective: to provide above average rates of return on cash balances and allows qualified investors to apply invested amounts towards the calculation of capital, with the objective of reducing the capital tax payable mandated under Quebec tax law
The Independence International Asset Allocation Portfolio
Primary Objective: to provide appropriate diversification away from North American equities during periods of monetary tightening.

Last updated: 08/09/2008