Colleen O'Connell-Campbell - ScotiaMcLeod Ottawa

The advantages of an actively managed strategy can outweigh the disadvantages of an actively managed strategy if properly researched and monitored. The following companies and their funds appear in Colleen’s portfolio construction strategies:

Invesco Trimark

Invesco Trimark is one of Canada's largest investment management companies, providing support to advisors to help their clients build and protect wealth. Invesco Trimark offers a diversified suite of investment solutions to institutions, organizations, companies and individual investors across Canada and around the world. A subsidiary of Invesco Ltd., which is among the world's largest independent investment managers, Invesco Trimark leverages the global expertise of Invesco investment professionals worldwide.
 
Invesco Ltd. is one of the world's largest independent Investment management organizations dedicated to helping people worldwide build their financial security. Operating principally through the Invesco Aim, Invesco Trimark, Atlantic Trust , INVESCO, Invesco Perpetual, PowerShares and WL Ross brands, Invesco Ltd. strives to deliver outstanding performance and service across a comprehensive range of investment products for individuals and institutions around the world. The company is listed on the New York stock exchange with the symbol "IVZ". www.invescotrimark.co

• Trimark Advantage Bond Fund
• Trimark Fund
• Trimark Select Growth
• Trimak Private Pools

RBC Asset Management

RBC Asset Management is a leading mutual fund provider, offering RBC Funds, managed portfolios and other portfolio management solutions for Canadians

 

RBC O’Shaughnessy Funds  (http://www.osam.com/) RBC Jantzi Funds RBC Canadian Dividend

 

Update - September 14, 2009

RBC Asset Management says, "This is good for us to the extent that the combined entity will be able to broaden out their brand globally and further engineer, legitimize and mainstream responsible investing.   As the only Fund company that is co-branded and partnered with Jantzi in Canada through the RBC Jantzi Funds, this merger helps to establish our line-up as being associated with a global standard in the Socially Responsible Investing space."

 

Russell Investments makes sophisticated, institutional-style investment portfolios available to individual investors, all with the simplicity of a single investment decision. www.russell.com