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

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

Canadian Equity Managers:
Bissett Investment Management – Canadian Equity
Mawer Investment Management – Canadian Small Cap
Morrison Williams Investment Management – Canadian Equity
Standard Life Investments – Canadian Equity

U.S. Equity Managers:
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
Geneva Capital Management – U.S. Equity Small Cap
Profit Investment Management – U.S. Equity


Total Equity Managers:
Jarislowsky, Fraser – Total Equity (Non-Taxable)
Jarislowsky, Fraser – Total Equity (Taxable)

Global & International Managers:
Brandywine Asset Management – Global Equity
Brandywine Asset Management – International Equity
Mawer Investment Management – Tax Efficient Balanced
Nordea Investment Management – Global Equity
Nordea Investment Management – International Equity
Clay Finlay – Global
Clay Finlay – International

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

 

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