Value Partners Investments is one of the fastest growing investment firms in Canada. The company’s balanced portfolio is a one-stop shop for clients in their 50s and 60s where you have 70% of dividend paying companies and 30% government bonds that are there for stability. This company has had the following names: VALUE PARTNERS INVESTMENTS INC. has between 1 and 10 directors.

“We don’t have any debt on our balance sheet. And, Filmon says the VPI team is quite comfortable about running their business frugally. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We manage over $3 billion in assets for clients through mutual funds and discretionary investment and wealth management services. Value Partners Investments | 400 followers on LinkedIn.

Over the past 12 years, we have done this for thousands of families across Canada… Every one of the portfolios is designed for a specific client application,” Filmon says. We manage over $3 billion in assets for clients through mutual funds and discretionary investment … Despite the obvious shift to an increasingly digital world, Filmon says there are still many benefits to being centrally located where they are, especially when the company deals with clients from Duncan, B.C. Value Partners Investments Inc. (VPI) is a mutual fund company based in Winnipeg, MB and has been building client wealth across Canada since 2006. Filmon and his team take a far more focused approach and instead target a core group of six mutual funds. But amongst the giants Filmon believes there is a tremendous opportunity for an independent boutique firm such as VPI to enjoy substantial growth, with a long runway ahead.

The status of its annual filings are: 2020 -Filed, 2019 -Filed, 2018 -Filed. We are dedicated to ensuring the wealth of Canadians is invested wisely and in ways that support the achievement of their financial goals.

“It means taking on significantly more risk than they otherwise would and more risk than their clients were anticipating.”. Gregg Filmon’s father is former Manitoba Premier Gary Filmon and his mother is Janice Filmon, the current Lieutenant Governor of Manitoba.
“This was Jim’s vision. What is Value Partners Investments’s NAICS code? Celebrating more than a decade of exceptional growth in the financial services industry, privately-owned Value Partners Investments Inc. of Winnipeg is a unique investment fund management firm, offering a …

The company's filing status is listed as Active and its File Number is … Partners Value Investments LP is an investment partnership whose principal investment is a 9% equity ownership interest in Brookfield Asset Management Inc. (NYSE:BAM), a global asset manager focused on Real Assets. Founded in 1993, Value Partners Group (Hong Kong stock code: 806) is - today - one of Asia's leading and most respected asset management firms with … How many employees are working in Value Partners Investments? We don’t spend a lot of money on marketing or glitz if we don’t think it adds value for the client,” he says. Value Partners Investments’s revenue is $5 Million. If you think of all the different clients that we work with they all have varying needs,” he explains. Canada, Inactive - Amalgamated intoValue Partners Group Inc.on 2018-08-29, Care of: RONALD S. ADE LAW CORPORATION, 102 - 1015 WILKES AVENUE, Dissolved for non-compliance (s. 212)on 2018-11-17, Dissolved by the corporation (s. 210)on 2010-11-15, Care of: Ronald S. Ade Law Corporation, 1015 WILKES AVENUE, Dissolved by the corporation (s. 210)on 2014-04-30, Care of: RONALD S. ADE LAW CORPORATION, 1015 WILKES AVENUE, VALUE PARTNERS INVESTMENTS INC. - 2005-04-01 to Present. “We own things like the Royal Bank of Canada, Bank of Nova Scotia, Johnson & Johnson, Union Pacific and Visa,” Filmon says. About 125 financial advisors across the country work with VPI along with a complement of 23 full-time employees in the Winnipeg office. Value Partners Investments is in the industry of: Brokerage, Finance. Sorry, your blog cannot share posts by email.

The excellent geographic location allows VPI to take full advantage of the fact the city has an excellent business school – the Asper School of Business Management and some huge firms with the likes of Investor’s Group and Great West Life that provide training and resources where there are a lot of experienced, knowledgeable people in the community to tap into from time to time. If, for example, a client is planning to purchase a cottage two years from now or requires a certain amount of cash available on a certain date, VPI has a pool of mortgages that are fixed term and fixed rate that will result in a return between 1.5% and 2.5%. What is Value Partners Investments’s Revenue? There were two of us at the start that drafted the business plan and we’ve been executing on that ever since for the past 10 years.”.