Value Partners Investments

What Value Partners Investments does

Value Partners Investments Inc. is a Winnipeg-based, privately held Canadian investment fund manager founded in 2005 that offers nine pooled investment funds exclusively through registered financial advisors across Canada. The platform spans Canadian equity (Canadian Equity Pool, Total Equity Pool), balanced (Canadian Balanced Pool), income (Income Pool), global equity, AI-driven dividend growth, corporate bonds, ESG-themed sustainability leaders, and a high-interest savings option, with total disclosed AUM of approximately $6.3 billion across the nine pools.

Investment decision-making is delegated to specialist sub-advisors — Dixon Mitchell Investment Counsel (Canadian Balanced, Total Equity), Bristol Gate Capital Partners (Dividend Growth, using AI-driven data science to predict 12-month dividend growers in the S&P 500), Canso Investment Counsel (Corporate Bond, using a proprietary internal credit rating system), and in-house PMs including David Atkins (Canadian Equity, Income) and Darrin Erickson (Global Equity, Income). Value Partners itself acts as the registered fund manager, distributor, and brand owner, supplemented by a related private wealth advisory subsidiary, Value Partners Investment Counsel (VPIC).

Revenue is generated through management fees (MER) on AUM, with series-based pricing (A, F, I, O, P, S), an account-size-based Management Fee Reduction Program, and an exclusive advisor-led distribution model supported by recurring Speaker Series events, monthly newsletters, and quarterly video updates. The firm employs over 60 full-time staff in Winnipeg and a Port Moody, BC branch. As of March 30, 2026, Value Partners completed its transition to Canada Life, with career operations and certain leadership roles (including Steve Norton as SVP of Wealth Delivery at Canada Life) now operating under the Canada Life umbrella.

Name

Value Partners Investments

Legal name

Value Partners Investments Inc.

Website

https://valuepartnersinvestments.ca

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Open-End Investment Funds (525910), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Balanced & Allocation (Multi-Asset) Funds (FSAAAEAD)

Keywords

• Mutual fund management
• Investment fund management
• Asset management services
• Portfolio management pools
• Advisor-distributed investing

Headquarters

HQ city

Winnipeg

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Management Fees (MER): Value Partners Investments earns revenue through management fees charged on assets under management (AUM) across its nine investment pools. Fees are calculated as a percentage of AUM and vary by series (A, F, I, O, P, S) and account size. The firm has a Management Fee Reduction Program that provides rebates to qualified investors based on account size thresholds.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Value Partners Investments is a registered Canadian investment fund manager that offers nine pooled investment funds covering Canadian equity, balanced, income, global equity, dividend growth, corporate bond, total equity, sustainability leaders, and high interest savings strategies. Pool units are distributed exclusively through registered financial advisors across Canada under multiple share series (A, F, I, O, P, S) with tiered management fees and a Management Fee Reduction Program. Sub-advisors include Dixon Mitchell Investment Counsel, Bristol Gate Capital Partners, and Canso Investment Counsel, each managing specific pools under the firm's Investment Principles.

Product overview

Value Partners Investments is a Canadian investment fund manager offering nine distinct investment pools: VPI Canadian Equity Pool, VPI Canadian Balanced Pool, VPI Income Pool, VPI Global Equity Pool, VPI Dividend Growth Pool, VPI Corporate Bond Pool, VPI Total Equity Pool, VPI Sustainability Leaders Pool, and VPI High Interest Savings Pool. The pools range from pure equity strategies to balanced and fixed-income approaches, with specializations including AI-driven dividend growth (Dividend Growth Pool), ESG-focused investing (Sustainability Leaders Pool), and corporate bonds (Corporate Bond Pool managed by Canso Investment Counsel). The Dividend Growth Pool notably employs artificial intelligence to predict dividend growth, while other pools rely on fundamental analysis by portfolio managers including David Atkins, Ken O'Kennedy (via Dixon Mitchell Investment Counsel), Darrin Erickson, and Finlay McKay.

Differentiator

Problem solved

Functional benefit

Products and services

• VPI Canadian Equity Pool A Canadian-focused equity fund investing in high-quality businesses that are difficult to live without, compete with, and replicate, with up to 50% foreign equity allocation; targets long-term capital appreciation through business ownership, distributed exclusively through financial advisors to individual investors across Canada.
• VPI Canadian Balanced Pool A balanced fund combining Canadian equities (70-80%) with fixed-income securities (20-50%), seeking capital appreciation plus income. Sub-advised by Dixon Mitchell Investment Counsel. FundGrade A+ award winner seven consecutive years (2018-2024).
• VPI Income Pool An income-focused fund investing in dividend-paying equity securities and fixed-income securities; maintains a minimum 25% allocation in both equities and fixed income with flexible weighting based on market opportunities for individual investor clients.
• VPI Global Equity Pool A global equity fund investing in industry-leading companies located primarily outside North America, focusing on businesses with durable competitive advantages that pay growing dividends, for Canadian investors accessing through financial advisors.
• VPI Dividend Growth Pool An AI-driven dividend growth fund targeting S&P 500 companies expected to grow their dividends over the next 12 months; uses proprietary data science combined with fundamental analysis to identify companies with strong balance sheets, growing cash flows, value-creating reinvestments, effective management teams, and low payout ratios. Sub-advised by Bristol Gate Capital Partners Inc.
• VPI Corporate Bond Pool A fixed-income fund with no restrictions on credit quality, duration, or geography, using a proprietary bond rating system developed by sub-advisor Canso Investment Counsel Ltd. with a large team of credit professionals focused on internal research without external rating agencies. FundGrade A+ Award winner in 2022.
• VPI Total Equity Pool A North American equity fund investing in large, medium, and small companies that generate sustainable cash flow, operated by competent management teams with track records of wealth creation. Sub-advised by Dixon Mitchell Investment Counsel.
• VPI Sustainability Leaders Pool An equity fund investing in profitable global businesses that are leaders in improving environmental and social outcomes, focused on companies positioned to benefit from the transition to a more sustainable future.
• VPI High Interest Savings Pool A Canadian money market fund providing high monthly interest income while preserving capital and liquidity, primarily investing in high-interest deposit accounts; interest is calculated daily and paid monthly.

Quantifiable outcome

• $1M invested in VPI Canadian Equity Pool at inception (September 2005) grew to over $4M by December 2025.
• +3 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature2 records

Partnerships

Eight partnerships are on record, tiered minor and core.

• Canada LifeminorOthers · 30 March 2026As of March 30th, 2026, Value Partners' transition to Canada Life is complete. Canada Life is the successor entity for career opportunities formerly handled by Value Partners. Steve Norton was also brought on as SVP of Wealth Delivery at Canada Life as of May 2025.
• Dixon Mitchell Investment Counsel Inc.coreImplementation/ SI/ Consulting PartnerDixon Mitchell Investment Counsel Inc. is engaged as the registered portfolio manager for the VPI Canadian Balanced Pool and VPI Total Equity Pool. Investment decisions for these pools are made by Dixon Mitchell, not by Value Partners Investments directly.
• Bristol Gate Capital Partners Inc.coreImplementation/ SI/ Consulting PartnerBristol Gate Capital Partners Inc. is engaged as the registered portfolio manager for the VPI Dividend Growth Pool. Uses AI-powered prediction models combined with fundamental analysis. Investment decisions are made by Bristol Gate, not by Value Partners directly.
• Canso Investment Counsel Ltd.coreImplementation/ SI/ Consulting PartnerCanso Investment Counsel Ltd. is engaged as the portfolio manager for the VPI Corporate Bond Pool. Canso uses a proprietary internal credit rating system with a large team of credit professionals. Investment decisions are made by Canso, not by Value Partners directly.
• RBC Investor & Treasury ServicescoreOthersRBC Investor & Treasury Services provides settlement and custody services for Value Partners Investments since the company's inception. Ensures safe and secure handling of investments.
• KPMGcoreOthersKPMG provides independent auditing services for Value Partners Investments. The company's investments and business are audited independently and regularly by KPMG.
• BLG (Borden Ladner Gervais LLP)coreOthersBLG serves as the legal team for Value Partners Investments.
• Value Partners Investment Counsel (VPIC)minorOthersValue Partners Investment Counsel (VPIC) is a related company that provides private wealth advisory services. VPIC has offices in Port Moody, BC and appears to serve high-net-worth individuals. David Atkins serves as Portfolio Manager for VPIC.

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Mackenzie Investments: One of Canada's largest actively managed mutual fund families, offering Canadian equity, balanced, fixed income, and specialty pools distributed primarily through advisors. Most directly comparable to VPI in product mix (Canadian Equity, Balanced, Total Equity, etc.) and advisor-led distribution model.
• Invesco Canada: Canadian subsidiary offering actively managed equity, balanced, income, and sector-specific mutual funds primarily through financial advisors. Direct peer to VPI in advisor-distributed active mutual fund space with comparable product categories.
• AGF Investments: Canadian-domiciled active asset manager offering equity, balanced, fixed income, and alternative mutual funds sold through advisors. Comparable to VPI in product breadth, advisor-led distribution, and active fundamental investment approach (AGF is now part of Capital Group).
• CI Global Asset Management: Major Canadian mutual fund manager offering actively managed equity, balanced, income, and specialty funds distributed through advisors. Direct competitor to VPI in the advisor-sold Canadian mutual fund space with overlapping pool types including dividend, balanced, and corporate bond strategies.
• Fidelity Canada: Canadian arm of Fidelity Investments offering a broad suite of actively managed mutual funds (equity, balanced, fixed income, specialty) distributed through financial advisors. Closely comparable to VPI in advisor-channel focus and active management philosophy, though at meaningfully larger scale.
• iA Financial Group (iA Wealth / Industrial Alliance): Canadian wealth and insurance firm offering actively managed mutual funds and segregated funds distributed through a large advisor network across Canada. Directly comparable to VPI in advisor-sold fund model, active management focus, and Canadian-only distribution, with overlapping product types in equity, balanced, and fixed income.

Broad incumbents

• Manulife Investment Management: Global asset management arm of Manulife offering active mutual funds, ETFs, and segregated funds distributed through advisors. Competes with VPI in advisor-distributed active equity, balanced, and income pools, with much broader scale and product range including insurance-wrapped products.
• BMO Global Asset Management: Asset management division of Bank of Montreal offering actively managed mutual funds (BMO Funds) plus ETF products, distributed through BMO advisors and third-party channels. Broad incumbent with comparable active equity, balanced, and fixed-income offerings, though with a much larger product shelf and proprietary index/ETF lineup.
• TD Asset Management: Asset management arm of TD Bank Group managing active mutual funds and ETFs distributed through TD advisors and third-party channels. Broad incumbent offering comparable product categories to VPI (equity, balanced, fixed income, money market) with significant captive distribution.
• RBC Global Asset Management (RBC GAM): Asset management arm of Royal Bank of Canada — one of Canada's largest asset managers offering active and passive mutual funds (including the popular PH&N and RBC Funds brands) distributed through RBC advisors and third-party advisors. Overlaps with VPI on equity, balanced, and fixed-income pools but at vastly greater scale and with a captive distribution channel.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/ValuePartnersInvestments

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Value Partners Investments