Financial Management in Gatineau
Over 200 millions in assets under management
Conservative Mutual Funds
3 years
5 years
10 years
Mackenzie Canadian Growth Balanced
2.87%
6.27%
8.86%
Manulife Global Balanced
3.33%
6.66%
8.26%
I.A. Clarington Loomis Global Allocation
1.06%
6.46%
6.13%
- Mutual funds consisting of 60% shares and 40% income securities.
*As of October 18th 2023 (Source: Morningstar.ca)
High Performance Mutual Funds
3 years
5 years
10 years
Fidelity Greater Canada
12.38%
18.92%
14.24%
Fidelity Class Global Innovators
1.31%
17.80%
N.A.
Mackenzie US All Cap Growth
4.74%
13.80%
16.03%
- Mutual funds consisting primarily of Canadian and global equities.
*As of October 18th 2023 (Source: Morningstar.ca)
Responsible Investment
3 years
5 years
10 years
I.A. Clarington Inhance SRI Class Global Equities
2.38%
10.57%
10.25%
I.A. Clarington Inhance SRI Growth Portfolio
-0.29%
4.82%
5.57%
IA Clarington Inhance SRI Balanced Portfolio
-0.85%
3.81%
N.A.
Investment incorporating environmental, social and governance factors in their selection and management.
- Fossil fuel-free investments: no investments in oil, gas, coal, pipeline production…
- Environmental, social and governance (ESG) analysis.
*As of October 18th 2023 (Source: Morningstar.ca)
About our Investment Management, Insurance and Retirement firm
Offering the best investment and insurance products at the best cost. Access to the largest managers and insurers, at the best cost. To objectively analyze the financial situation of our customers. Recommend only top quality products. Maintain a comprehensive view of your finances.
Do business with Paul Marcotte for your financial management and receive advice from investment, insurance, and financial experts.
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