Portfolio Models
Four discretionary model portfolios spanning the full risk spectrum, from capital preservation to aggressive growth. Each model is constructed using a disciplined asset allocation framework and includes access to investment products unavailable through public markets alone.
* Risk labels (Conservative through High Risk) are Maple Groove's own categorization, not a regulatory rating.
Every Holding Earns Its Place
No product enters a model portfolio on a pitch or a headline. Each candidate moves through a five-stage research pipeline, and only a documented pass earns it a slot. The published models below are the first entries in that library: the analysis you can read is the analysis the decision was made on.
Examples of How We Look Into Investment Holdings
Two published models from the pipeline above, shown so you can see the depth of work behind every holding decision.
Split-corporation preferred shares can pay a dependable yield, but the safety depends entirely on how much asset coverage sits above the preferred's claim. Before any client dollar went in, this model mapped where each of the eleven underlying split corporations sits relative to its Class A cut line, and how far markets would have to fall before the preferred distributions themselves are at risk.
Read the model →One ticker holding roughly 14,000 stocks looks simple until you ask how it actually behaves. This model rebuilds VEQT from its four regional sleeves and stress-tests it against real historical episodes: the 2022 rate shock, the 2008 and 2020 drawdowns, a US mega-cap selloff, and a rising loonie. Understanding the structure in numbers comes before any recommendation.
Read the model →Fund names above are shown for education and research transparency, not as recommendations. Exact fund line-ups, weights, and suitability are determined individually within the advice relationship.
The portfolio models presented on this page are illustrative only and are subject to change. Asset allocations are targets and will vary based on market conditions, client suitability, and investment policy statements. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Maple Groove Wealth Planners of Designed Securities Ltd. is a member of CIRO and CIPF.