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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.

Steve Norton Director of Research & Sales

Steve Norton (Director of Research & Sales)

Steve Norton is the Director of Research and Sales of Value Partners Investments (VPI) and has been with the company since its inception. Prior to his current role at VPI, Steve helped raise capital to fund the company in its initial phase as the Director of Marketing.  Under his leadership, VPI has become one of Canada’s fastest growing companies and, more importantly, has helped clients across Canada increase their wealth by more than $500 million by investing wisely.

Prior to his time at VPI, Steve worked at one of Canada’s largest mutual fund companies and its largest bank. Steve is a Chartered Professional Accountant (CPA, CMA) and received the Robert Half Award for achieving the highest combined mark in Manitoba in 2014.

After high school, Steve received an athletic scholarship to attend Michigan State University where he was the recipient of the Rookie of the Year Award and was drafted by the Boston Bruins in the 1991 NHL entry draft. 




Getting to know Steve

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