Our income mandates use strategies that invest in bonds*, preferred shares and dividend-paying stocks from Canadian and foreign companies.

The target allocation among asset classes and regions of the world varies from mandate to mandate, depending on the client’s needs.

The objective of these mandates is to maintain a high level of current income while generating modest capital growth over the medium to long term.

*A no-bond version is also available.


Typical asset allocation

Cash and short-term
Bonds and preferred shares
Canadian equity
US equity
International equity
Balanced income – conservative
Fixed income
Equity and equity equivalents
Balanced income - moderate
Fixed income
Equity and equity equivalents
Balanced income - dynamic
Fixed income
Equity and equity equivalents
Key elements
Number of holdings
25 to 50
Risk level
Medium-low to medium-high, depending on the fixed income allocation

Why choose an income mandate with Triasima?

A unique and proven approach: the Three-Pillar ApproachTM

Since 1998, Triasima has been known for its unique Three-Pillar ApproachTM, which combines fundamental, quantitative, and trend analysis in a rigorous, yet innovative, investment process that remains consistent under all market conditions.

Environmental, Social, and Governance (ESG) integration

ESG factors are variables considered in the Fundamental Pillar, to better understand the companies in which it invests and to mitigate risk. As such, ESG factors are an integral part of our investment approach.

A renowned and independent asset manager

Triasima is wholly owned by its founders, employees and directors, and is completely independent from any other company or organization.

A superior combination of growth and value factors for stability and consistency of results

The "growth" management style allows us to identify stocks with superior revenue growth and the "value" style allows us to identify stocks that are trading at attractive prices.

Discover our approach

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