Value Partners Investments

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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VPI Awards

|Current Winners|2018|2017|2015|2014|2013

Value Partners doesn’t do traditional awards and we wouldn’t have it any other way. The financial services business has long given out awards to advisors who have the highest sales totals or who have hit certain targets.

The VPI Awards, however, are different. We want to celebrate the people who have gone to the wall to help clients reach their financial or retirement goals. We also want to highlight the people who are agents of change in our industry. Every year we have more and more people who are worthy of celebrating.


President's Award

This award is presented to the advisor who has made an exceptional contribution to our organization and has gone above and beyond to help others.
Grant

Grant Sheridan

Why Grant won the President's Award

This award is presented to the advisor who has made an extraordinary contribution to our company, its partners and its clients. Grant is recognized by clients, staff, and his fellow shareholders for embodying the principles on which our company was founded.

Best Investor Award – Client

This award is presented to the advisor who has the largest investment gain for a single client.
Sean

Sean Lawton

Why Sean won the Best Investor Award – Client

This award is presented to the advisor whose advice helped a client build their wealth by $3,177,546. That is the largest investment gain for any single VPI client over the past 14 years. Sean is recognized by clients, staff, and his fellow shareholders for the energy, intellect, and integrity he contributes to our organization.

Best Investor Award – Practice

This award is presented to the advisor who has the largest investment gain for an entire client base.
Wayne

Wayne Townsend

Why Wayne won the Best Investor Award – Practice

This award is presented to the advisor who has grown their clients’ wealth more than any other advisor over the past 14 years. Wayne is recognized by clients, staff, and his fellow shareholders for the energy, intellect, and integrity he contributes to our organization.

Best Practice – Client Service

This award is presented to the advisor who has the highest client retention rate.
Stewart

Stewart Anderson

Why Stewart won the Best Practice – Client Service

This award is presented to the advisor with the highest client retention rate. Clients join an advisor for many reasons, but they only stay if they are getting the service and results they expect. Stewart is recognized by clients, staff, and his fellow shareholders for the energy, intellect, and integrity he contributes to our organization.



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