Terms & Conditions

Disclaimer

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.

Rochelle Allard Senior Client Service Associate

Rochelle Allard (Senior Client Service Associate)

Rochelle is a Senior Client Associate with over two decades of invaluable experience in the wealth management industry. Her unwavering commitment to excellence translates into providing elite-level support to both clients and advisors, ensuring their financial needs are met with precision and care.

Having worked with some of the most prestigious individuals and organizations in the wealth industry, Rochelle brings a wealth of expertise to her role, enriching every interaction with her extensive knowledge and proficiency.

Beyond her professional endeavours, Rochelle enjoys her role volunteering as a longstanding manager for hockey teams. She is a devoted parent, avid dog lover, and cherishes time spent outdoors, reading, and at the cabin.