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This page was designed with our Summit clients in mind.  Here you will find useful information that will keep you up to date on your Summit portfolio.

Please visit this page regularly as there will be updates. If there is something you would like to see on this page, please contact either Dave or Kate.

 

 

We would like to take this opportunity to thank you for entrusting The Ritcey Team with your business.

** New ** The Importance of Your Investment Policy Statement

For the most recent commentaries from our Summit managers please click below:

Fixed Income Managers:
Macquarie Allegiance Capital – U.S. Fixed Income
Fiera YMG – Fixed Income

Balanced Managers:
Mawer Investment Management – Tax Efficient Balanced
McLean Budden – Canadian Balanced Conservative
McLean Budden – Canadian Balanced Moderate

Canadian Equity Managers:
Sionna Investment Managers – Canadian Equity
Mawer Investment Management – Canadian Small Cap
Morrison Williams Investment Management – Canadian Equity
Montrusco Bolton – Canadian Equity Momentum
Guardian Capital - Canadian Equity Socially Responsible Investing

U.S. Equity Managers:
Profit Investment Management - U.S. Large Cap Growth Equity
Geneva Capital Management - U.S. Mid Cap Growth Equity:
Delaware Investment – U.S. Equity
C.S. McKee – U.S. Equity
Turner Investment Partners – U.S. Equity
Metropolitan West Capital Management – U.S. Equity Small Cap


Total Equity Managers:
Jarislowsky, Fraser – Total Equity Conservative
Jarislowsky, Fraser – Total Equity Moderate

Global & International Managers:
Eagle Global Advisors - Global Equity
Eagle Global Advisors - International Equity
Global Currents Investment Management - Global Equity
Global Currents Investment Management - International Equity
Global Currents Investment Management - Global Socially Responsible Investing

 

In keeping with our commitment to provide you with up to date information on your Summit portfolio, please click below for our quarterly Summit newsletter, NTGA’s quarterly Market Summary and NTGA’s quarterly Market Outlook:
Summit Quarterly Newsletter
NTGA Quarterly Market Outlook
NTGA Quarterly Market Summary

 

Most documents are in Adobe Acrobat '.pdf' format and require Adobe Acrobat Reader to be viewed. You can download a free copy of Acrobat Reader at www.adobe.com or simply click this button:

 

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