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.

Kelly Lazarenko Trading Associate

Kelly Lazarenko (Trading Associate)

Meet Kelly, our Trading Associate, boasting over 25 years of invaluable industry experience. In her role, Kelly is entrusted with the management of daily trading activity and the implementation of VPIC portfolios. Her responsibilities extend to the day-to-day administration of the trading function, where she collaborates closely with portfolio managers to oversee block trades for mandate accounts.

With a Bachelor of Commerce degree under her belt, Kelly is equipped with a robust educational foundation complemented by many industry accreditations, including CSC, CFP, IFIC, LLQP, CPH, and PDO. Her wealth of experience and dedication make her an integral part of our team.

Outside of the office, Kelly enjoys travelling and spending time at her cottage in Kenora alongside her husband, Darryl. She takes great joy in supporting her two children, Will and Nate, in their diverse array of activities.