Investment Solutions

INCOME BALANCED INCOME BALANCED BALANCED GROWTH GROWTH

IPC PRIVATE WEALTH VISIO 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 30% to 50% in equity securities and 50% to 70% 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
Low tolerance for risk

40% Equity (Can range between 30 - 50%)

60% Fixed Income (Can range between 50 - 70%)

Top Holdings
IPC Private Wealth Visio Core Fixed Income Series O	40.00%
IPC Private Wealth Visio North American Equity Series O	25.50%
Mackenzie International Equity Index ETF	13.50%
iShares Broad USD High Yield Corporate Bond ETF	12.00%
iShares J.P. Morgan EM Corporate Bond ETF	4.50%
Vanguard Canadian Long-Term Bond Index ETF	4.50%

Series	Mgmt.	Admin.	MER.
A	1.75	0.15	2.12
F	0.75	0.15	1.06
I	0.75	0.15	0.21