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Value Partners Investments Close
300-175 Hargrave St,
Winnipeg, MB R3C 3R8
Email Us
(204) 949-0059
300-175 Hargrave St,
Winnipeg, MB R3C 3R8
Email Us
(204) 949-0059

Terms & Conditions

Disclaimer

Information about specific issuers of securities has been made available by Value Partners Investments Inc. for the sole purpose of providing additional background information on the holdings in the Value Partners Pool(s) and is not intended to be investment advice about the merits of investing directly in these issuers. This information is based on information that is publicly available or that has been provided to Value Partners Investments Inc. by the portfolio managers of the Pools.

The complete holdings of a Pool are disclosed in its Statement of Investment Portfolio semi-annually. On a quarterly basis, each Pool discloses its top 25 holdings in its Summary of Investment Portfolio. Both these documents are available on our website. Value Partners Investments Inc. is a registered investment fund manager and has engaged registered portfolio managers to make decisions about the investments made by each Pool – these investment decisions are not made by Value Partners Investments Inc.

The information provided does not constitute individual, legal, investment or tax advice about any of the Pools or the issuers discussed therein. Please consult your own legal, investment and/or tax advisor prior to making a decision to invest in the Pools. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts documents and the prospectus of the Pools before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.


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Message from the President

Latest
Newsletters

Our clients know what they own and why they own it

Our clients save over $3.9 million per year in fees December 31, 2020

We invest our own money alongside yours January 22, 2021

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2019 VPI Awards

Our Principles

  1. Lead By Example

    Save money. Embrace business ownership. Be the most compelling reason for clients to follow our advice.

  2. Invest Effectively

    Think long-term. Take good risks. Invest more money in the best opportunities.

  3. Communicate Clearly

    Explain decisions when they are made; in plain language and to everyone affected by the decision.

  4. Act Decisively

    Do your homework, trust your judgement.

  5. Spend Responsibly

    Celebrate frugality. Seek balance between the needs of clients and shareholders, the short-term and the long-term.

  6. Behave Respectfully

    Treat everyone the way we would wish to be treated.

  7. Pursue Wisdom

    Read. Think. Experience. And share openly.

2019 VPI Awards
  • President's Award Grant Sheridan
  • Best Investor Award – Client Sean Lawton
  • Best Investor Award – Practice Wayne Townsend
  • Best Practice – Client Service Stewart Anderson
VPI Staff

Our Process

Financial Planning Process

Building wealth and achieving financial security comes down to one thing: Cash Flow. Protecting it. Growing it. Transferring it. The financial planning process considers all the things that affect cashflow today and in the future. Please watch the video above and consider whether or not you are saving money, guarding against the loss of income, minimizing taxes, building your investment income and planning for an orderly transition of wealth to your children or to a charity. If not you should speak to one of our partners.


Falling prices are your friend

Are you ready for the next down market? Check out our guide below to see how an investment when prices are falling is the best investment you'll ever make.


Down Market Manual

Investment Process

Growing the value of your investment comes down to one thing: Cash Flow. The most certain way to preserve and grow your wealth is through ownership of profitable businesses that strengthen themselves through continued reinvestment and pay their owners a large and growing dividend stream. Please watch the video below and consider whether or not you are acquiring a growing ownership stake in the world’s most profitable businesses. If not you should speak to one of our partners.


White Paper - Mr.Market

Contact Us

Mailing Address
300 - 175 Hargrave Street
Winnipeg, MB R3C 3R8
Client Services

If you are inquiring on account-specific information, please contact:

Toll-Free Line (866) 323 4235
(then press 1 for client services) Local Line (204) 949 1697
Marketing Materials

For additional information on Value Partners Investments marketing materials contact:

Toll-Free Line (866) 323 4235
(then press 2 for client services) Fax (204) 949 1743