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.

Tanya Jaggard Senior Operations Associate

Tanya Jaggard (Senior Operations Associate)

Tanya is a Senior Operations Associate at Value Partners. With over five years of experience in the industry, Tanya has navigated through various roles including client service, advisor support, and operations, ultimately finding her niche here at Value Partners.

Integrity and accuracy are paramount when handling the hard-earned money that clients entrust to us. Tanya takes immense pride in upholding this trust by focusing on data integrity, operational reporting, complex account administration, and fostering operational excellence.

Tanya holds an Advanced Bachelor of Arts degree in Psychology, which has contributed to her knowledge and expertise in her field. She is currently pursuing the completion of the Canadian Securities Course certification, further enhancing her capabilities in her role.

Outside of the office, Tanya expresses her creativity through cooking, baking, painting, and enjoying live music. An avid explorer, she is constantly seeking out new restaurants and travel destinations with her partner Tyrone.