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.

Marc De Leeuw Investment Counsellor

Marc  De Leeuw (Investment Counsellor)

Marc is an accomplished Investment Counsellor with years of diverse experience in the investment industry. Holding both a Chartered Financial Analyst (CFA) charter and a Certified Financial Planner (CFP) designation, Marc possesses a deep understanding of the financial markets and a strong commitment to financial planning.

His expertise encompasses financial analysis, wealth management, and personalized investment strategies. In his role, Marc provides clients with exceptional service and tailored advice, guiding them toward their financial goals with precision and care.

Beyond the office, Marc enjoys spending time with his family at the lake. He also treasures the annual family trip to Budapest to visit his wife Lilla's family, embracing the opportunity to create lasting memories with family. Marc's dedication to both his professional and personal life reflects his commitment to excellence and meaningful relationships.




Getting to know Marc