Investment Solutions

INCOME BALANCED INCOME BALANCED BALANCED GROWTH GROWTH

IPC PRIVATE WEALTH VISIO BALANCED INCOME POOL

MINIMUM INVESTMENT	MINIMUM SUBSEQUENT INVESTMENT
$150,000†	$50

† $150,000 household minimum investment

This Pool provides access to professional portfolio managers who invest in a relatively smaller, concentrated set of equities and a select portfolio of investment grade bonds, and provides enhanced diversification through international ETF holdings. The Pool’s asset class weightings will generally be 50% to 70% in equity securities and 30% to 50% in fixed-income securities. We maintain the optimal target mix by strategically and automatically rebalancing the Pool regularly

KEY REASONS TO INVEST IN THIS PORTFOLIO

You want a sophisticated, yet simplified solution that provides access to a concentrated selection of equity and fixed income securities combined with ETFs
A globally diversified portfolio that provides a transparent and understandable investment approach
A balance of regular income with the potential for capital growth
Regular income options for both Registered and Non-registered investments
Low to Medium tolerance for risk

60% Equity (Can range between 50 - 70%)

40% Fixed Income (Can range between 30 - 50%)

Top Holdings
IPC Private Wealth Visio North American Equity High Income Series O	37.00%
IPC Private Wealth Visio Core Fixed Income Series O	27.90%
Vanguard International High Dividend Yield Index Fund	17.25%
iShares Broad U.S. Corporate Bond ETF	8.00%
iShares International Select Div ETF	3.75%
Vanguard Canadian Long-Term Bond Index ETF	3.10%
iShare JPMorgan EM Corporate Bond ETF	3.00%

Series	Mgmt.	Admin.	MER.
A	1.80	0.15	2.21
F	0.80	0.15	1.00
I	0.80	0.15	0.17
T	1.80	0.15	2.21
FT	0.80	0.15	1.00
IT	0.80	0.15	0.17