Dividends and Income

This strategy aims to generate a high current yield in the form of dividends and interest income. It invests in a diversified portfolio of quality bonds and equities of large North American companies with growing dividends.

Investment process

The strategy invests in a well-diversified portfolio of Canadian and U.S. equities, selected through a process focused on fundamental analysis, the likelihood of dividend increases, and the stability of stock prices.

‍

Portfolio managers focus on dividends and common shares of the largest North American companies.

‍

The portfolio’s cash is used to preserve capital when market conditions are unfavourable and, from time to time, for strategic purposes.

High current income

Diversified portfolio of North American equities

Fundamentals-driven approach

Portfolio managers

Jean Duguay

Senior Vice-President and Co-Chief Investment Officer | Eterna Investment Management

Why invest in the Dividends and Income strategy

  • Diversified portfolio that invests in stable, well-established companies paying a regular dividend
  • Returns less volatile than those of common equity strategies, while offering attractive growth potential
  • Frequent distributions sought by investors looking for consistent cash flows

Your situation deserves a conversation

Our experts are ready to take on your financial challenges