CARPE DIEM BASKETS
Jeffrey Scoten was awarded the National Bank Financial Wealth
Management Regional award of excellence for portfolio management
excellence in 2018. This distinction exemplifies the very best risk
adjusted returns for client portfolios.
Carpe Diem
The Carpe Diem equity basket is primarily invested into blue-chip
North American companies that produce long-term income, dividends and
growth. The basket is discretionary and actively managed in 23
diversified large cap holdings. The asset allocation is approximately
40% Canada and 60% US.
Carpe Diem Canada & Carpe Diem Global
The Canadian equity basket is invested into 24 blue-chip, Canadian companies that produce long-term income and growth.
The Global equity basket is invested into 23 blue-chip, US listed companies that produce long-term income and growth.
Please refer to the attached Carpe Diem Canada and Global links for
further information on the baskets diversification and large-cap
holdings.
