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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)

Extendicare Inc.

Power Corporation Of Canada, SV

Fortis Inc.

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

Great-West Lifeco Inc.

Atco Limited, Class "I"

Tmx Group Limited

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

Nutrien Ltd

Andrew Peller Ltd.

Altagas Ltd.

Lundin Gold Inc.

Sienna Senior Living Inc.

Igm Financial Inc.

Chartwell Retirement Residences

iShares Premium Money Market ETF

Emera Inc.

Canadian Imperial Bank Of Commerce

Manulife Financial Corp

The Bank of Nova Scotia

Agf Management Ltd

Primaris Reit

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SECTOR	ISSUING BANK	THEME	GEOGRAPHY	MATURITY	PORTFOLIO WEIGHT	# OF POSITIONS
Health Care					6.53%
Financials					6.02%
Utilities					5.60%
Industrials					4.83%
Financials					4.19%
Utilities					4.15%
Financials					4.05%
Health Care					3.82%
Materials					3.73%
Consumer Staples					3.52%

Equity—

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