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GENERATION PMCA

ETF PORTFOLIOS

Tax-efficient, low-fee portfolios for long-term growth or income generation.

Our ETF Portfolios

You’ll work closely with one of our investment experts to create a portfolio tailored to your investment objectives, risk profile, and financial circumstances.

Conservative Bond ETF Model

Conservative Bond ETF Model

MODEL DETAILS

The Conservative Bond ETF Model is comprised of Canadian government bond ETFs and Canadian corporate investment grade bond ETFs.

WHO SHOULD INVEST

Clients looking for income generation with minimum volatility.

PORTFOLIO MIX

30% SHORT TERM GOVERNMENT BOND ETFs
50% GOVERMENT BOND ETFs
20% INVESTMENT GRADE BOND ETFs
Michelle_Side

MICHELLE TATHAM, P.ENG, CFP

PORTFOLIO MANAGER – CLIENT RELATIONSHIP MANAGER

Expert guidance from our team of investment professionals

“We’re there at your side throughout your entire journey.”

MICHELLE TATHAM, P.ENG, CFP

PORTFOLIO MANAGER – CLIENT RELATIONSHIP MANAGER

PORTFOLIO CONSTRUCTION

A Generation portfolio manager consults with each client to determine an appropriate investment mandate that fits with the client’s specific objectives and circumstances.

TAX OPTIMIZATION

Our separately managed accounts allow for tax strategies that are not possible with mutual funds, pooled funds, or other types of investment accounts and products.

ONGOING REVIEW & CONSULTATION

You and your Generation portfolio manager will meet regularly to review your portfolio and any updates to your investment objectives, risk profile, and financial circumstances

Account types for any goal

Save for retirement. Diversify. Grow your wealth. Generate income.

RRSP

Most popular retirement account. Avoid taxes today, pay after you retire.

TFSA

Avoid taxes on gains, dividends, and interest over time.

RESP

Save for your child’s education through a RESP.

Non-Registered

Flexible investment account.

IRA

Provides tax advantages for retirement savings for U.S. clients.

RRIF

Convert your RRSP after age 71.

LIRA

Account type for pensions from previous employers.

Corporate

For corporations and entrepreneurs.

The Benefits of ETFs


GLOBAL DIVERSIFICATION

ETFs provide access to hundreds of bonds or equities via one security. 

ACCESS TO MULTIPLE ASSET CLASSES

Exposure to asset classes such as commodities, real estate, infrastructure and other sectors can be easily obtained via ETFs.

LOWER FEES

ETF fees are typically much lower than mutual funds or other investment products. 

TAX EFFICIENCY

ETFs can be more tax-efficient than mutual funds or other types of investment products. As passively managed portfolios, ETFs tend to realize fewer capital gains than their actively managed counterparts.

Learn more about our ETF Portfolios

GENERATION PMCA

ETF PORTFOLIOS

Tax-efficient, low-fee portfolios for long-term growth or income generation.

Our ETF Portfolios

You’ll work closely with one of our investment experts to create a portfolio tailored to your investment objectives, risk profile, and financial circumstances.

“We’re there at your side throughout your entire journey.”

ETF Models

MICHELLE TATHAM, P.ENG, CFP

PORTFOLIO MANAGER – CLIENT RELATIONSHIP MANAGER

PORTFOLIO CONSTRUCTION

A Generation portfolio manager consults with each client to determine an appropriate investment mandate that fits with the client’s specific objectives and circumstances.

TAX OPTIMIZATION

Our separately managed accounts allow for tax strategies that are not possible with mutual funds, pooled funds, or other types of investment accounts and products.

ONGOING REVIEW & CONSULTATION

You and your Generation portfolio manager will meet regularly to review your portfolio and any updates to your investment objectives, risk profile, and financial circumstances

The Benefits of ETFs


GLOBAL DIVERSIFICATION

ETFs provide access to hundreds of bonds or equities via one security. 

ACCESS TO MULTIPLE ASSET CLASSES

Exposure to asset classes such as commodities, real estate, infrastructure and other sectors can be easily obtained via ETFs.

LOWER FEES

ETF fees are typically much lower than mutual funds or other investment products. 

TAX EFFICIENCY

ETFs can be more tax-efficient than mutual funds or other types of investment products. As passively managed portfolios, ETFs tend to realize fewer capital gains than their actively managed counterparts.

Learn more about our ETF Models