Investment Solutions – Generation Advisors Inc.

SOLUTIONS

Reaching your goals together

GROWTH STRATEGIES
Generally for clients whose principal objective is long-term capital appreciation.

GLOBAL INSIGHT MODEL
Global Large Cap Value

Utilizes a rigorous and proprietary process to uncover undervalued large cap global equities.

GLOBAL ALL CAP MODEL
Global All Cap Value

Combines our systematic large cap strategy with our best North American small and medium cap ideas, often concentrated in individual positions and sectors.

QUANTITATIVE STRATEGIES

Combines proprietary investment systems with systematic, rules-based decision making.

INCOME STRATEGIES
Generally for clients whose principal objective is the generation of current income from investments.

INCOME MODEL
High Yield

Seeks to provide consistent income, with lower volatility than Growth (i.e., equities) strategies, often with the potential for capital appreciation. Portfolios typically hold higher yielding corporate bonds and debentures, and may hold preferred shares, REITs, income trust units, and high dividend-paying stocks.

INVESTMENT GRADE INCOME MODEL
Investment Grade Corporates

Utilizes a proprietary process that ranks North American investment grade corporate bonds on yield, balance sheet strength, interest coverage, and duration.

BALANCED AND CUSTOM STRATEGIES

Balanced

For clients with both capital appreciation and income objectives, we construct balanced portfolios drawing on our Growth (equity) and Income strategies, with the percentage allocated to each tailored to clients’ particular objectives, risk tolerances and financial circumstances.

Custom

For clients with unique goals, needs and/or circumstances, we can also construct custom portfolios; for example, for clients who wish to restrict their account from specific sectors or who desire a socially responsible mandate.