About Us

Thank you for considering investing with Value Partners.
We look forward to working with you!

— Gregg Filmon President

Our mission is to improve the lives of our clients by investing wisely.

Over the past 12 years, we have done this for thousands of families across Canada. In doing so, we have grown their collective wealth by over $705 million* - but more importantly, we have helped deal with their real goals of retiring comfortably and eliminating the need to worry about money.

*as of May 31, 2019

Safe & Secure

We wouldn’t invest our money with a firm that wasn’t safe from fraud, and nor should you! Since the beginning of Value Partners, we have engaged RBC Investor Services Trust to provide settlement and custody services.

Our investments and our business are audited independently, regularly.

 

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Steady

The stock market is anything but steady. It is a live auction that results in wild swings due to human emotion and the tendency to believe that whatever is happening today will continue forever. In sharp contrast, the businesses that are being bought and sold continue to serve their customers, generate revenue and profit and reward their owners. Looking forward the tendency is to feel uncertainty and fear yet the businesses we invest in have generated steady growth for decades and even centuries. That single insight is the key to investing successfully and sleeping at night.

A big part of investment success is avoiding permanent losses. That’s why we invest in high quality businesses that pay dividends and grow those dividends over time.

— David Atkins
Portfolio Manager

Growing

Making the Profit Magazine of the Fastest Growing Companies in Canada is a tremendous accomplishment. We are grateful for the support and confidence of our clients who made this possible.

22,580 client accounts* nationwide

*as of March 31, 2018

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Committed

Everybody at Value Partners invests their own money alongside yours. We can't think of a better way to demonstrate our commitment and conviction.

We have over $44 million of our own money* invested alongside yours.

— Value Partners Investments

*as of March 31, 2018

Generous

Value Partners is passionate about supporting the communities in which we live, work and operate. Every year, we donate time and money to a variety of charitable organizations. We help in many ways, be it through supporting community events, coaching kids’ teams or building homes.

Leadership

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Gregg Filmon

President

If you want to grow your money prudently or make sure you have enough money to sustain you in retirement we can help. I look forward to hearing from you.

— Gregg Filmon  President

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Steve Norton

Executive Vice President

Making the Profit Magazine of the Fastest Growing Companies in Canada is a tremendous accomplishment. We are grateful for the support and confidence of our clients who made this possible.

— Steve Norton  Executive Vice President