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Our Portfolios

With over 40 years of market experience, Majendie Wealth Management provides dynamic investment management suited to today’s investment environment. Our disciplined investment approach has served our clients well over numerous and varied market cycles.

We offer 5 discretionary blue chip Canadian portfolios with both a bottom up and top down macro view. Bottom Up refers to the research we do to investigate a company’s fundamentals, management expertise, earnings, balance sheet strength and growth potential. We are value investors, looking for stocks that are cheap in historical perspective. Our top down macro view superimposes the economic conditions and corporate profits outlook that drives the investment environment. 

Life & Investments should be balanced

We advocate a balanced approach to investing. We believe equities will outperform bonds over the long term and we expect to see dividends to be an increasingly greater proportion of the overall return over the next 5-10 years.

Majendie Managed Accounts:

Since 1984, Nick Majendie has made bi-annual visits to interview the CEO or CFOs of the blue chip Canadian Companies in his investment universe. These interviews provide invaluable insights into the company’s management and the company’s longer-term outlook and, as such assists significantly in our stock and asset allocation decisions.

Below is a list of the 5 Majendie Managed Accounts run by Portfolio Manager, Nick Majendie:

Account Name Asset Class Risk Portfolio

Majendie Advantage Equity

Canadian Equity

Moderate

Statement     

 Performance  

Majendie Dividend Growth

Canadian Dividend + Income

Low-Moderate

Statement     

Performance  

Majendie High Income

Canadian Dividend + Income

Low-Moderate

Statement     

 Performance  

Description    

Majendie Balanced

Balanced

Low-Moderate

Statement     

 Performance  

Majendie Defensive Income

Dividend + Income

Low

Statement    

 Performance 

Description   

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