Investment Solutions

INCOME BALANCED ESG BALANCED GROWTH EQUITY

IPC ESSENTIALS ESG BALANCED PORTFOLIO

MINIMUM INVESTMENT	MINIMUM SUBSEQUENT INVESTMENT
$500	$50

The Portfolio is designed to provide long-term capital appreciation by primarily investing in equity and fixed income ETFs that have an environmental, social and governance (ESG) focus. The Portfolio’s target asset mix is 60% equities and 40% fixed income combining the safer elements of fixed income investments with the growth potential of equities across various asset classes.

INVESTING FOR A BETTER WORLD

As an individual, you want an investment portfolio designed to reach your financial objectives and life goals. As a member of the larger community, you want to invest in companies held accountable to certain ethical standards. IPC ESG Balanced Essentials Portfolio gives you the best of both worlds.

KEY REASONS TO INVEST IN THIS PORTFOLIO

Invests in exchange-traded funds (ETFs) that are primarily ESG-focused
Utilizes a variety of ETFs to provide exposure to key markets
Structured to be a lower-cost solution.

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

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

Top Holdings
iShares ESG Canadian Aggregate Bond ETF	27.00%
iShares MSCI KLD 400 Social ETF	21.60%
iShares MSCI EAFE ESG Optimized ETF	12.80%
iShares ESG MSCI Canada ETF	10.30%
Mackenzie Developed Markets Real Estate ETF	5.50%
iShares JP Morgan USD Emerging Markets Bond ETF	3.80%
iShares ESG Advanced High Yield Corporate Bond ETF	3.60%
Nuveen ESG High Yield Corporate Bond ETF	3.60%
IShares MSCI EAFE Small-Cap ETF	3.15%
Vanguard Small Cap ETF	3.15%
iShares ESG Aware Canadian Short Term Bond Index ETF	3.00%
iShares ESG MSCI Emerging Markets ETF	2.50%