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.

Zach Zayac Executive Director, Value Partners Charitable Foundation

Zach Zayac (Executive Director, Value Partners Charitable Foundation)

Zach believes that we all have the power to make an impact in our communities by giving our time and resources. This led him to join the Value Partners Charitable Foundation as Executive Director. With over 11 years of experience working at accounting and investment firms, as well as serving on various community boards, Zach brings a wealth of experience in seeing the opportunity to use the assets clients have accumulated to positively impact others. 

Zach’s primary role is to oversee the operations and administration of the Foundation, as well as work with donors to facilitate more complex methods of charitable giving. Zach is a CPA, MFA-P (one of the only designations focused on philanthropy) and holds his Bachelor of Commerce Degree from the Asper School of Business at the University of Manitoba. 

Outside of work, Zach enjoys spending time with his wife Cher and son Easton. They enjoy vacation time spent with family and friends both in Clear Lake and Palm Springs. Zach is also an avid golfer and can frequently be found on the course, forever working on his game.