Terms & Conditions


Information about specific issuers of securities has been made available by Value Partners Investments Inc. for the sole purpose of providing additional background information on the holdings in the Value Partners Pool(s) and is not intended to be investment advice about the merits of investing directly in these issuers. This information is based on information that is publicly available or that has been provided to Value Partners Investments Inc. by the portfolio managers of the Pools.

The complete holdings of a Pool are disclosed in its Statement of Investment Portfolio semi-annually. On a quarterly basis, each Pool discloses its top 25 holdings in its Summary of Investment Portfolio. Both these documents are available on our website. Value Partners Investments Inc. is a registered investment fund manager and has engaged registered portfolio managers to make decisions about the investments made by each Pool – these investment decisions are not made by Value Partners Investments Inc.

The information provided does not constitute individual, legal, investment or tax advice about any of the Pools or the issuers discussed therein. Please consult your own legal, investment and/or tax advisor prior to making a decision to invest in the Pools. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts documents and the prospectus of the Pools before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Ivan Garcia Senior Client Service Associate

Ivan Garcia (Senior Client Service Associate)

Ivan, a seasoned Senior Client Service Associate, boasts over four years of invaluable experience in the financial industry. Specializing in client onboarding and account transfers, Ivan ensures seamless transitions by acting as a pivotal liaison between clients, referring advisors, and internal teams. Armed with a Bachelor of Arts in English from the University of Winnipeg and certified in Investment Funds in Canada (IFIC), Ivan’s dedication, attention to detail, and organizational prowess have earned him well-deserved recognition in his field.

Beyond the office, Ivan enjoys spending quality time with his family, strumming tunes on his acoustic guitar, and passionately cheering on the NFL’s Denver Broncos.