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Benefit from outcome-oriented structured solutions to meet your real-life needs and capture undiscovered value in niche markets.

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Bruce Campbell

Bruce

Portfolio Manager

Own a portfolio of Canadian dividend-paying companies with the best prospects for income and growth that has a tax-efficient corporate class structure.

Income Growth Fund | PFC5301 | Purpose Investments

StoneCastle Income Growth Fund (Formerly Purpose Canadian Income Growth Fund)

Fortis Inc.

Power Corporation Of Canada, SV

Chorus Aviation Inc. Convertible Debenture 6.000% 06/30/2026

Tmx Group Limited

Atco Limited, Class "I"

Emera Inc.

Canadian Imperial Bank Of Commerce

The Bank of Nova Scotia

Sienna Senior Living Inc.

Nutrien Ltd

iShares Premium Money Market ETF

Extendicare Inc.

1933 Industries Inc. Conv. 10.00% 12/31/2023

Altagas Ltd.

Igm Financial Inc.

Chartwell Retirement Residences

Manulife Financial Corp

Andrew Peller Ltd.

Capital Power Corporation

Hydro One Limited

Lundin Gold Inc.

Agf Management Ltd

Great-West Lifeco Inc.

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SECTOR	THEME	GEOGRAPHY	PORTFOLIO WEIGHT	# OF POSITIONS
Utilities			5.30%
Financials			5.12%
Industrials			5.07%
Financials			4.52%
Utilities			4.39%
Utilities			4.28%
Financials			4.25%
Financials			4.23%
Health Care			4.22%
Materials			4.16%

Equity—

StoneCastle Income Growth Fund (Formerly Purpose Canadian Income Growth Fund)