| Specialty Investments | Financial Planning | RESP | Insurance | Leveraged Loans |
See what people are saying about us. Click here!
See our performance numbers. Click here!
See the most recent article written about us. Click here!
AIM/Trimark
| T-Flex | AIM/Trimark Core Bundles | Private Pools | Trimark Funds | AIM Funds|
T-Flex: T-Flex is a tax-efficent flexible distribution series that allows you to choose from up to three annual target distribution levels to generate tax-efficient cash flow stream from your investment. Available on a select number of AIM/Trimark mutual funds, each series is structured to pay out a fixed monthly distribution that will be reset at the end of each calendar year. Click here to find out more information on the AIM/Trimark T-Flex funds.
AIM/Trimark Core Bundles: AIM Trimark Core Bundles consist of two or more commentary AIM and Trimark Investments disciplines in a single fund. The Core bundles are designed to provide a strong foundation for a diversified portfolio, and to deliver steady performance over the long term, so you can have the peace of mind to stay focused on your financial goals. Click here to find out more information on the AIM/Trimark Core Bundles.
Private pools : Reserved for investors with a minimum investment of $100,000, the Private Pools deliver the benefits of reduced management fees and enhanced portfolio manager commentaries. With a choice of well-known managers, you have the ability to select from a range of mandates. Click here to find out more information on the AIM/Trimark Private pools.
Trimark Funds: The Trimark investment discipline can be best described by the phrase "business people buying businesses." That's because the Trimark Investment Managers view themselves as business people who want to own part of a business for the long-term, as opposed to stock traders looking for short term gain.
As prospective business owners, Trimark managers form a "proprietary view" of a company using independent thought and judgment. And with this proprietary view , the managers carefully evaluate three factors before deciding to invest:
- Business: Know the business inside and out
- Management: Focus on Management
- Price: Identify attractively priced businesses
Click here to find out more information on the Trimark family of funds.
Note: The Trimark Global High Yield Bond is one of the funds in our conservative, balanced, income growth and moderate growth portfolios. We also have the Trimark Government Plus fund with in our conservative portfolio. |
AIM Funds: Each AIM fund is managed using one of three investment disciplines to identify investment opportunities with superior performance potential by anticipating and taking advantage of emerging trends within companies:
- The earnings-driven discipline is based on the belief that earning drive stock prices over time, with a focus on companies with encouraging earnings.
- The catalyst-driven discipline seeks companies trading with a comfortable margin of safety that typically have an emerging even that will unlock their true value.
- The growth discipline applies deep and rigorous fundamental analysis to uncover companies with above average growth potential over the long term.
Click here to find out more information on the AIM family of Funds.
If you are interested in purchasing one of the many funds from AIM/Trimark, call our offices today at 1-866-466-4745.
