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.

Contact Us

Kendra Bannish

Manager of Operations, Private Wealth

Amy Bell

Regional Account Manager

Carlos Betonio

Portfolio Review Services Manager

Lauren Bergen

Executive Assistant

Ian Beveridge

Regional VP

Josh Brothers

Manager of Client Services, Private Wealth

Kyle Daley

Technical Support Analyst

Billie Dare

Financial Accountant

Jerrod Falk

Regional VP

Matt Hanneson

Manager of Finance

Charlene Ilas

Marketing Manager

Ben Kelly

Vice President, Portfolio Manager

Alanna Melynchuk

Sales and Marketing Assistant

Jonathan Morgan

Senior Systems Analyst

Terry O'Sullivan

VP Distribution

Ian Proven

Director of Information Technology

Nicole Poppe

Marketing & Communications Specialist

Jason Ralph

VP Advisor Wealth

Zayla Saunders

Regional Account Manager

Amit Sethi

Manager of Compliance

Yvonne Smith

Project Manager

Amanda Taylor

Service Administrator

Lee Turner

Manager of Operations

Tyler Wagner

Research Analyst

Contact Us

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

Client Services

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

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