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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.

Gregg Filmon President

Gregg Filmon (President)

Gregg Filmon is a passionate advocate for the life-changing potential of good personal financial decisions. He pursues that passion daily as the President of Value Partners Investments which has created over $600 million dollars of new wealth for its unitholders in 11 productive years and attracted enough new clients to be named one of Canada’s fastest growing companies by Profit magazine two years running. Gregg’s steadfast belief that saving money, minimizing tax and investing in the world’s most profitable businesses when others are selling is not new or unique but far too few Canadians do it. Gregg’s mission is to help more people ‘get it’ and benefit from doing so.

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