Filmon and his team take a far more focused approach and instead target a core group of six mutual funds. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Celebrating more than a decade of exceptional growth in the financial services industry, privately-owned Value Partners Investments Inc. of Winnipeg is a unique investment fund management firm, offering a group of six prospectus qualified mutual funds with assets under management that is quickly approaching $2 billion. We are a Winnipeg-based company that was founded in 2005. He hired me and also his son Paul. Additionally, many investment management firms typically charge higher fees than necessary and it is often difficult to ascertain what exactly they do with the money put into their trust due to a lack of transparency. Value Partners Investments | 400 followers on LinkedIn. The company's filing status is listed as Active and its File Number is … We are a Winnipeg-based company that was founded in 2005. I want to be here at that point in time when we make $1 billion for our clients.”. “The industry has gotten so complicated and convoluted with so many investment firms with hundreds of mutual funds.”. We also have a growing portfolio of other investments in a variety of companies and industries around the Find related and similar companies as well as employees by title … We manage over $3 billion in assets for clients through mutual funds and discretionary investment … You first build a critical mass of clients and then you open an office.”. The excellent geographic location allows VPI to take full advantage of the fact the city has an excellent business school – the Asper School of Business Management and some huge firms with the likes of Investor’s Group and Great West Life that provide training and resources where there are a lot of experienced, knowledgeable people in the community to tap into from time to time. At VPI, revenue and profitability targets are transparently laid out, with all of it existing within the context of delivering on the promise they are making to each of their clients. “We don’t have any debt on our balance sheet. Value Partners Investments has 25 employees. We are a Winnipeg-based company that was founded in 2005. “We invest to achieve client goals and do the things they want to do in life; that’s why we invest. Despite the obvious shift to an increasingly digital world, Filmon says there are still many benefits to being centrally located where they are, especially when the company deals with clients from Duncan, B.C. What is Value Partners Investments’s NAICS code? is an investment partnership whose principal investment is a 9% equity ownership interest in Brookfield Asset Management Inc. (NYSE:BAM), a global asset manager focused on Real Assets. Value Partners Investments’s official website is www.valuepartnersinvestments.ca. Celebrating more than a decade of exceptional growth in the financial services industry, privately-owned Value Partners Investments Inc. of Winnipeg is a unique investment fund management firm, offering a group of six prospectus qualified mutual funds with assets under management that is quickly approaching $2 billion. A primary advantage of mutual funds is that they give small investors access to professionally managed, diversified portfolios of equities, bonds and other securities, which otherwise would be exceedingly difficult, if not impossible, to achieve with a small amount of capital. Over the past 12 years, we have done this for thousands of families across Canada… This company has had the following names: VALUE PARTNERS INVESTMENTS INC. has between 1 and 10 directors. Celebrating more than a decade of exceptional growth in the financial services industry, privately-owned Value Partners Investments Inc. of Winnipeg is a unique investment fund management firm, offering a … About 125 financial advisors across the country work with VPI along with a complement of 23 full-time employees in the Winnipeg office. We also have a growing portfolio of other investments … Operating a business with proven, responsible, transparent procedures has saved VPI’s clients about $4 million in annual fees and Filmon says that number will significantly increase as the firm grows. We manage over $3 billion in assets for clients through mutual funds and discretionary investment and wealth management services. From there it’s about protecting it, growing it and wisely transferring it within the overall financial planning process. Gregg Filmon’s father is former Manitoba Premier Gary Filmon and his mother is Janice Filmon, the current Lieutenant Governor of Manitoba. Value Partners Investments Inc. (VPI) is an investment fund management firm located in Winnipeg, Manitoba that manages investment funds for investors across Can... Read More. The date of the company's last Annual Meeting is 2019-05-17. Value Partners Investments’s phone number is (204) 949-0059. Winnipeg has traditionally been known as one of the main financial hubs in Canada with successful insurance and investment companies headquartered in Manitoba’s capital. “To understand why we have the six pools you have to understand the clients and what they are trying to achieve. He says VPI often focuses on three core pillars when dealing with staff members and advisors: energy, intellect and integrity. VPI carries two different equity portfolios – a Canadian equity and foreign equity – that solely invest in high-quality businesses that pay dividends and grow those dividends over time. WINNIPEG MB R3P 2R8, Value Partners Investments is one of the fastest growing investment firms in Canada. The company’s balanced portfolio is a one-stop shop for clients in their 50s and 60s where you have 70% of dividend paying companies and 30% government bonds that are there for stability. People in their 40s and 50s tend to primarily be saving for retirement by building up their dividends and interest so at some point they have the wherewithal to retire with the necessary cash flow stream that sustains them in retirement. There are significant efficiencies as you grow. By using our site, and not disabling cookies in your browser, you consent to this. If, for example, a client is planning to purchase a cottage two years from now or requires a certain amount of cash available on a certain date, VPI has a pool of mortgages that are fixed term and fixed rate that will result in a return between 1.5% and 2.5%. Value Partners Investments is one of the fastest growing investment firms in Canada. The client has a comfort in knowing that when the money is needed, it will be there. Our staff is young, highly educated and motivated. Post was not sent - check your email addresses! The powerful business model executed by VPI assures that each and every client is teamed with an experienced, knowledgeable professional who works closely with them in identifying the goals that are sought and the type of portfolio that will best suit their needs and expectations. © 2020 CompaniesofCanada | Privacy | Terms of Use | Contact Us. “If a client writes a cheque and adds to their portfolio, or you add another $100 million in client assets, you’re not duplicating the research or the portfolio management or the record keeping. Every one of the portfolios is designed for a specific client application,” Filmon says. “It means taking on significantly more risk than they otherwise would and more risk than their clients were anticipating.”.