CI Equity Asset Allocation ETF (CEQT) seeks to provide long-term capital growth, primarily by investing in ETFs that provide exposure to a portfolio of global equity securities.
are looking for long-term growth through global equity securities
want exposure to a portfolio of primarily equity exchange traded funds
I used my experience from Sunlife, BMO, TD, Edward Jones and Canada Life to create apps to help investors pay fewer fees and income tax. I have a degree in Economics from the University of Waterloo, and financial industry designations such as the CSC, CPH, LLQP & WME. I primarily focus on tactical asset allocation by actively balancing portfolios to reduce market risk. I’ve built my business on a foundation of integrity, due diligence and innovation.