Portfolios designed to meet your needs
It’s about creating a portfolio that aligns with your goals while providing financial peace of mind.
Optimizing Returns, Managing Risk
After carefully evaluating your risk tolerance, time horizon, and objectives, your Investment Counsellor will design an investment portfolio that seeks to optimize returns while managing potential risks.
Portfolios built for the long-term, managed in your best interests
Our diverse investment portfolios are built for the long term, from the bottom up, and are backed by our dedicated, in-house global research team. Designed to withstand varying market conditions, these portfolios aim to provide sustainable growth and support your long-term success.
Explore how $1M—or a value you choose—could grow over time across our model portfolios by adjusting the time period and investment amount.
31 Oct 2025
Growth
$8,711,275
Balanced Growth
$6,131,628
Balanced
$4,742,189
Conservative Balanced
$3,664,228
Balanced Income
$2,726,684
Max Income
$1,512,552
Initial Value
Time Period
This tool is for illustrative purposes only, and the information obtained herein is not, and should not be construed as, investment or financial advice to any party. Particular investment decisions or strategies should be evaluated relative to each individual. This tool is not a substitute for consulting an investment professional. Model construction may vary on the accuracy and completeness of the data provided and have been compiled or arrived at from sources believed reliable but no representation or warranty, express or implied, is made as to their accuracy or completeness. Mawer Investment Management Ltd. accepts no liability whatsoever for any loss or costs arising from any use of this tool or its contents. When you are ready to explore your retirement and investment options in greater detail, please contact us at info@mawer.com. Data since : Feb 28, 2009. Source: Mawer
Model portfolios are professionally managed investment frameworks that provide a strategic mix of assets tailored to different risk tolerances and financial goals.
Below are the general asset mix guidelines for the illustrated model portfolios.
Balanced Income Model: 5-35% Equities with remainder in Fixed Income and Cash Equivalent funds.
Conservative Balanced: 25-55% Equities with remainder in Fixed Income and Cash Equivalent funds.
Balanced: 45-70% Equities with remainder in Fixed Income and Cash Equivalent funds.
Balanced Growth: 60-85% Equities with remainder in Fixed Income and Cash Equivalent funds.
Growth: 70-100% Equities with remainder in Fixed Income and Cash Equivalent funds.
We're Focused Where it Matters
Unlike traditional advisors, who balance market research, security selection, and portfolio management along with their client relationships—plus business demands—we have dedicated teams managing these specialties.
This means your Investment Counsellor focuses solely on what matters most—you.
"We share the same philosophy regarding investing.
A long-term, steady focus is what we are looking for."