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.

Donnie Doran Investment Counsellor

Donnie Doran (Investment Counsellor)

Donnie believes the most certain way to build wealth is by owning a concentrated basket of high quality businesses, balanced with sufficient diversification to weather market fluctuations. As a discretionary Investment Counsellor with over two decades of experience in the finance industry, Donnie collaborates with clients and referring advisors to establish and maintain customized investment portfolios. 

Donnie earned his Bachelor of Commerce degree from the University of Manitoba and holds the prestigious Chartered Financial Analyst (CFA) designation, along with being a Certified Financial Planner (CFP). Additionally, he holds other notable designations including CIM and FCSI.

Donnie's adventurous spirit has led him to explore diverse cultures in over 80 countries, with a notable two-year stint living in Japan. He has called various Canadian cities home, including Vancouver, Winnipeg, and his current residence in Toronto. Donnie’s passion for sports is equally robust, as he actively participates in soccer, hockey, tennis and more. A devoted fan of the Dallas Cowboys, Fighting Irish, and Manchester United, his love for sports extends to supporting local teams like the Jays, Raptors, and Jets.