Birch Leaf Investments

Institutional/Corporate

BirchLeaf Investments is a boutique discretionary investment counselor with a breadth of experience. We provide sub-advisory mandates as well as a variety of Canadian equity and balanced mandates, some of which are listed below.
  • Our Lead Manager has more than 30 years of investment experience at some of the larger insurance companies. $1.7 billion at Empire Life; $500 million at PPM Fund Managers (formerly Prudential) which included corporate, pension, mutual funds;  New York Life; General Accident (currently Aviva).
  • Our unique approach to money management that has been refined over 30 years of various market conditions
  • Focused on capital preservation
  • Proactive disiplined investment process
  • We have an extensive track record in managing both Canadian Equities and Balanced Portfolios
  • Solid performance
  • Direct access to your money manager
  • Employee owned

Please contact us to discuss your needs and what offering may be appropriate.

To receive our Performance Reports and Quarterly Reports electronically, please click here to sign-up.

General Disclosures for ALL performance:
All Returns are reported in Canadian Dollars.
Past returns are not indicative of future performance..

*Imcome:
The Index used is the S&P/TSX Total Return.
The Income Composite is made up of a number of portfolios with similar objectives.
The returns are weighted by portfolio size within the composite.
Numbers are compounded for periods of 2 years or more.
The Income & Growth Composite is reported on a gross basis due to variability in management fees.

**Large Cap Income & Growth:
The Index used is the S&P/TSX Total Return.
The Income & Growth Composite is made up of a number of portfolios with similar objectives.
The returns are weighted by portfolio size within the composite.
Numbers are compounded for periods of 2 years or more.
The Income & Growth Composite is reported on a gross basis due to variability in management fees.

***Growth:
The Index used is the S&P/TSX Composite.
The Growth Composite is made up of a number of portfolios with similar objectives.
The returns are weighted by portfolio size within the composite.
Numbers are compounded for periods of 2 years or more.
The Income & Growth Composite is reported on a gross basis due to variability in management fees.

Last updated on Thu, 05/09/2013 - 16:54
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