We specialize in actively managed investment strategies designed to enhance yield and manage risk through innovative structural solutions. Explore our suite of Split Share Corporations, Income Trusts, and ETFs.
$4.5B+
Assets Under Management
A dual-class share structure designed to provide investors with a choice between high-yield stability and enhanced capital appreciation.
Designed for income-focused investors seeking consistent monthly distributions and capital preservation. These shares have a cumulative preferential claim on the assets and dividends of the company.
Designed for growth-oriented investors seeking high leverage on a blue-chip portfolio. Class A shares receive all capital appreciation above the Preferred share repayment amount.
INC.UN provides exposure to a diversified portfolio of common shares of North American financial services companies. The strategy focuses on companies with a history of strong dividend growth.
Ticker
INC.UN
Exchange
TSX
Frequency
Monthly
TSX: PREF
A simple way to access Quadravest's preferred share expertise in a single ETF wrapper. Diversified across our split share ecosystem.
A side-by-side view of our core products to help align with your investment objectives.
| Product Name | Ticker | Asset Class | Target Dist. | Frequency | Strategy |
|---|---|---|---|---|---|
| Financial 15 Split Corp. (Preferred) | FTN.PR.A | Split Share (Pref) | $0.675 / yr | Monthly | Income Preservation |
| Financial 15 Split Corp. (Class A) | FTN | Split Share (Equity) | $1.50 / yr | Monthly | Capital Appreciation |
| Income Financial Trust | INC.UN | Income Trust | $1.00 / yr | Monthly | Active Dividend |
| Preferred Split Share ETF | PREF | ETF | Variable | Quarterly | Multi-Fund Access |