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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.

VPI Awards

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.


Client Service Award

The advisor who has the highest client retention rate over the past 5 years.
Jamie

Jamie Campbell

Why Jamie won the Client Service Award

Clients are attracted to advisors that are personable and knowledgeable, but clients stay with an advisor who is responsible, accountable, and available. Jamie has the highest client retention rate among all advisors.

Best Client Communication Award

The advisor who has most clearly and consistently explained to clients what they own and why they own it.
Chet

Chet Brothers

Why Chet won the Best Client Communication Award

Effective communication is essential in the creation of, and the achievement of, a comprehensive financial plan. Chet has clearly explained the investment decisions made with his client's money more effectively than any other advisor over the 12 month period ending March 31, 2018.

Partnership Award

The advisor who has contributed significantly, and in multiple ways, to our collective mission of Building Client Wealth effectively and profitably.
Bill

Bill Gow

Why Bill won the Partnership Award

Bill is recognized by clients, staff, and his fellow shareholders for the energy, intellect, and integrity he contributes to our organization.

Exceptional Investor Award 1

This award is presented to the advisor whose clients have the largest investment in aggregate over 12.5 years from November, 2005 to March 31, 2018.
Sean

Sean Lawton

Why Sean won the Exceptional Investor Award 1

Ownership of profitable businesses is the most certain way to build wealth. Sean is recognized by clients, staff, and fellow shareholders for helping his clients achieve exceptional investment results through the ownership of great businesses.

Exceptional Investor Award 2

This award is presented to the advisor who had the largest investment gain in aggregate over the twelve month period ending March 31, 2018.
Laurie

Laurie Baird

Why Laurie won the Exceptional Investor Award 2

Ownership of profitable businesses is the most certain way to build wealth. Laurie is recognized by clients, staff, and fellow shareholders for helping his clients achieve exceptional investment results through the ownership of great businesses.

President's Award

This award is presented to the advisor who has gone above and beyond to help others.
Rob

Rob Barfuss