Investment Strategies

Investment Grade​

LSWM’s Investment Grade Bond strategy focuses on high-quality Canadian bonds, delivering stability, resilience, and reliable income.

Our Strategy

Lower risk.
Higher expectations.

The Investment Grade Bond strategy seeks to provide a reasonable level of income while taking on lower risk by investing in high-quality Canadian corporate, provincial, and government bonds. With a focus on shorter durations and laddered maturities, the strategy is particularly tax-efficient in registered accounts, offering growth on a tax-deferred or tax-free basis while helping clients preserve capital and manage portfolio volatility.

Steady Income

Lower Risk Profile

Portfolio Diversification

Economic Resilience

Tax Efficiency

Reduced Volatility

Performance

How Investment Grade Performs for you

The Investment Grade Bond strategy is designed to provide steady income and long-term stability within a lower-risk framework for investors seeking balance and security. By investing in high-quality corporate and government bonds, it enhances portfolio resilience and reduces volatility across market cycles.

Attractive income opportunities with lower relative risk.

Resilience through downturns to preserve capital.

Portfolio stability that complements long-term growth strategies.

Performance: Our Core Strategies

With a disciplined approach to credit research and risk management, the Investment Grade Bond strategy plays a vital role in generating reliable returns and safeguarding wealth. Review an overview of our core strategies and their performance results. Based on our strategies, we will tailor a strategy that is right for you. 

"As professional stewards of capital, our mandate remains clear: to grow and protect client wealth through all market cycles. Peace of mind comes from knowing that portfolios are built with discipline, diversification, and an unwavering commitment to quality."

Lorne Steinberg

Sign Up for Our Newsletter

Start your Investment Journey

Select Country