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.

Lauren Bergen Manager of Wealth Impact

Lauren Bergen (Manager of Wealth Impact)

Meet Lauren, Manager of Wealth Impact. With over 18 years of industry experience, Lauren believes that living an extraordinary life requires planning for a purposeful, prosperous, philanthropic life. With this belief she is dedicated to providing clients with the confidence that they'll never run out of money. Lauren believes in the power of giving during one’s lifetime to see the impact and experience the joy that generosity creates. Including the next generation to pass on values and creating a family legacy is also a core value of living a life of significance.

As an MFA-P (Master Financial advisor – Philanthropy), and a Qualified Associate Financial Planner (QAFP) with a Bachelor of Arts degree, Lauren brings a wealth of expertise to her role.

Beyond her work, she cherishes moments with her husband Adam and their two children, Nolan, and Vera, exploring the outdoors through swimming, camping, hiking, and traveling together.