At Carlcorp, we know you value a portfolio that is tailored to your needs. Our securities are
by specialist teams who have in-depth expertise in each asset class and deliver proven results.
take a global view and employ dynamic asset allocation.
We believe that geographical diversification helps reduce portfolio risk and
expose you to the best
opportunities. Did you know that Canada represents less than 5% of the world’s stock markets?
why we believe that maintaining a wide perspective is essential to success.
To expand your portfolio globally, we invest in leading companies in each region. For instance,
Canada has some of the top banks, while the US is strong in technology, and Europe is known for
pharmaceuticals. This approach also helps reduce risk.
Ultimately, the most important thing is that your holdings are positioned to meet your
We ensure this by gaining a deep understanding of your goals and designing a customized
deliver the best results, we are always looking for innovative ways to strengthen our
data analysis, and investment process.