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GAVIN Equity Portfolio – Canadian Investors

GAVIN manages approximately 25% of each client’s portfolio with direct exposure to between 15 and 25 companies that are publicly traded in North America. The equity portfolio has achieved an annualized, 4-year return of 11.7%, as at 31-Dec-18. These results handily beat the benchmark’s 5.8% return. In addition to high potential returns, managing a segregated equity portfolio provides cost savings, the greatest flexibility for tax planning and improved transparency. Check out the fact sheet to learn more about GAVIN’s equity portfolio. >


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Cardinal Point Athlete Advisors
Scotiabank Arena, 50 Bay Street, Suite 1444, Toronto, Ontario M5J 3A5
5 Donald Street, Suite 200, Winnipeg, Manitoba R3L 2T4