Expert Insights
June 01, 2023
Blog
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'lorio reviews recent economic and market events and where he's currently looking for opportunity.
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May 29, 2023
Blog
Commentary: NCM Core Canadian
On May 29, 2023, Portfolio Manager Keith Leslie, CFA reviewed the results of the first quarter earnings season across various segments of the Canadian market.
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May 17, 2023
Webinar replay
Watch now: Alex Sasso webinar replay – NCM Income Growth Class
Vice President, Regional Sales, Daniel MacFarlane, sat down with Alex to discuss his market outlook, a key theme that could trigger explosive growth, why he focuses on dividends and how he has managed to outperform since 2006.
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May 15, 2023
Video
Commentary: NCM Small Companies Class
On May 15, 2023, Portfolio Manager Alex Sasso compared the fund’s latest portfolio metrics with its benchmark and reviewed some of its top holdings.
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May 15, 2023
Video
Commentary: NCM Income Growth Class
On May 15, 2023, Portfolio Manager Alex Sasso provided an update on the fund’s key metrics versus its benchmark and highlighted recent changes to the portfolio.
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May 09, 2023
Download
New! NCM Small Companies Class booklet
Great small companies are everywhere. Some are household names, but many fly below the radar. See how these “mini-blue chips” can drive out-sized returns.
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May 08, 2023
Video
Commentary: NCM Global Income Growth Class
On May 8, 2023, Portfolio Manager Jason Isaac provided an update on the market, his current outlook, and recent changes to NCM Global Income Growth Class.
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May 01, 2023
Video
Practice Management: The Two-Topic Seminar
Wan Kim, our Senior VP of National Sales and Marketing, on how to team up with other experts to meet new clients.
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May 01, 2023
Video
Commentary: NCM Dividend Champions
On May 1, 2023, Portfolio Manager Michael Simpson provided his perspective on the economy and the latest portfolio updates for NCM Dividend Champions.
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April 25, 2023
Blog
Why Stay The Course?
Portfolio Manager Keith Leslie on the temptations and pitfalls of trying to time the market, and why it’s best to stay the course.
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April 24, 2023
Video
Commentary: NCM Core Global and NCM Core International
On April 24, 2023, Portfolio Manager Phil D’Iorio briefly recapped a challenging 2022 and laid out his cautiously optimistic case for 2023.
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April 20, 2023
Register now
Webinar: Register now for a deep dive on dividends
Defend your clients against volatility, inflation and recession.
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April 19, 2023
Webinar replay
Watch now: Jason Isaac webinar replay – NCM Global Income Growth Class
VP Regional Sales, Mike Miller, sat down with Jason to discuss why he’s bullish on equities, the opportunities he sees in Europe, a fresh take on tech stocks, the hot commodity to watch and more.
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April 18, 2023
Video
Practice Management: The Reference Letter
Wan Kim, our Senior VP of National Sales and Marketing, on how a reference letter can showcase your skill - and who to ask for one.
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April 18, 2023
Download
Positive returns over every 3-year period
NCM Global Income Growth Class has never lost money over any 3-year period since 2011, even during some of the biggest market disruptions.
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April 17, 2023
Video
Commentary: NCM Pension Portfolios
On April 17, 2023, Portfolio Manager John Poulter shared his latest perspective on the market and how he’s managing NCM Pension Portfolios.
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April 13, 2023
Blog
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'lorio reviews recent economic and market events and where he's currently looking for opportunity.
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April 10, 2023
Video
Commentary: NCM Core Canadian
On April 10, 2023, Portfolio Manager Keith Leslie provided unique insight into the Q1 earnings season and his approach to managing NCM Core Canadian.
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April 05, 2023
Blog
NCM is a Mutual Fund Provider Of The Year finalist
For the second year in a row, NCM Investments has been named as a finalist for Mutual Fund Provider of The Year by the Wealth Professional Awards.
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March 27, 2023
Video
Commentary: NCM Small Companies Class
On March 27, 2023, Portfolio Manager Alex Sasso provided an update on NCM Small Companies Class including some impressive metrics and an update on two recent changes to the portfolio.
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March 27, 2023
Video
Commentary: NCM Income Growth Class
On March 27, 2023, Portfolio Manager Alex Sasso provided an update on NCM Income Growth Class including what makes the fund so different from mainstream competitors and details on two recent changes to the portfolio.
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March 25, 2023
Blog
Joseph Varone named Top 50 Wholesaler
We are pleased to announce that Joseph Varone, Vice President, Regional Sales for Alberta, Saskatchewan and Manitoba has been named a Top 50 Wealth Management Wholesaler in Canada by Wealth Professional.
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March 22, 2023
Webinar replay
Watch now: Michael Simpson webinar replay – NCM Dividend Champions
On March 22, 2023, VP Regional Sales, Grahame Roberts, sat down with Portfolio Manager Michael Simpson to chat about bank failures, the market, and how he is positioning the NCM Dividend Champions fund.
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March 20, 2023
Video
Commentary: NCM Global Income Growth Class
On March 20, 2023, Portfolio Manager Jason Isaac provided his view on recent bank failures, how they are impacting various sectors, and recent changes to his asset allocation and top 10 holdings.
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March 10, 2023
Blog
Commentary: NCM Pension Portfolios
Portfolio Manager John Poulter, CFA, reviews recent economic and market events and where he's currently looking for opportunity.
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March 08, 2023
Video
Commentary: NCM Pension Portfolios
On March 8, 2023, Portfolio Manager John Poulter provided insight into why he is now more positive about US equities than he has been in several years.
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March 08, 2023
Video
Commentary: NCM Core Global and NCM Core International
On March 8, 2023, Portfolio Manager Phil D’Iorio provided an update on where he thinks we are in the market cycle and some changes to the top 10 holdings of NCM Core Global and Core International.
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March 06, 2023
Blog
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'lorio reviews recent economic and market events and where he's currently looking for opportunity.
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March 06, 2023
Video
Commentary: NCM Dividend Champions
On March 6, 2023, Portfolio Manager Michael Simpson shared an update on the NCM Dividend Champions portfolio including a new inflation-fighting position.
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February 21, 2023
Video
Commentary: NCM Core Canadian
On February 21, 2023, Portfolio Manager Keith Leslie shared some interesting insights into late 2022 and early 2023 market performance, plus a few changes to NCM Core Canadian.
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February 13, 2023
Video
Practice Management: Apply For The Job
Wan Kim, our Senior VP of National Sales and Marketing, on how to apply to become a client’s new investment advisor.
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February 06, 2023
Video
Commentary: NCM Income Growth Class
On February 6, 2023, Portfolio Manager Alex Sasso provided an update on NCM Income Growth Class including details on two highly compelling positions in the portfolio.
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February 06, 2023
Video
Commentary: NCM Small Companies Class
On February 6, 2023, Portfolio Manager Alex Sasso provided an update on NCM Small Companies Class including some key holdings and impressive portfolio valuation metrics.
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February 01, 2023
Webinar replay
Webinar Replay: Your Guide to Dividend Season
Position your clients to overcome volatility, inflation and recession with dividend solutions from NCM.
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February 01, 2023
Blog
Meet the Dividend Season Portfolio Managers
Download bios for Michael Simpson (NCM Dividend Champions), Alex Sasso (NCM Income Growth Class) and Jason Isaac (NCM Global Income Growth Class)
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January 31, 2023
Video
Commentary: NCM Global Income Growth Class
On January 31, 2023, Portfolio Manager Jason Isaac outlined his current portfolio positioning and where he’s looking for opportunities.
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January 27, 2023
Blog
Commentary: NCM Pension Portfolios
Portfolio Manager John Poulter, CFA, reviews recent economic and market events and where he's currently looking for opportunity.
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January 27, 2023
Video
Welcome to Dividend Season
Many investors are worried about volatility, inflation and the potential for a recession. Watch this short video for our perspective on what to do next.
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January 27, 2023
Blog
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'lorio reviews recent economic and market events and where he's currently looking for opportunity.
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January 25, 2023
Video
Commentary: NCM Core Global and NCM Core International
On January 25, 2023, Portfolio Manager Phil D’Iorio briefly recapped a challenging 2022 and laid out his cautiously optimistic case for 2023.
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January 23, 2023
Video
Commentary: NCM Dividend Champions
On January 23, 2023, Portfolio Manager Michael Simpson explained how he is positioned both offensively and defensively for the 2023 market environment
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January 13, 2023
Blog
It's Dividend Season! Grab these new booklets
Insights for advisors and investors on how to reduce volatility, fight inflation and resist recessions with dividends.
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January 05, 2023
Video
Practice Management: The Elevator Pitch
Wan Kim, our Senior VP of National Sales and Marketing, shares the best investment advisor elevator pitch he’s ever heard.
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January 03, 2023
Video
Commentary: NCM Core Canadian
On January 3, 2023, Portfolio Manager Keith Leslie shared a brief recap of 2022 and how he is positioning NCM Core Canadian for 2023.
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December 15, 2022
Video
Commentary: NCM Global Income Growth Class
On December 15, 2022, Portfolio Manager Jason Isaac reflected on the end of 2022 and provided his outlook for the first months of 2023.
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December 15, 2022
Video
Commentary: NCM Small Companies Class
On December 15, 2022, Portfolio Manager Alex Sasso provided an overview of the wealth creation opportunities in the small cap space and the unique positioning of the NCM Small Companies Class portfolio.
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December 08, 2022
Blog
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'lorio reviews recent economic and market events and where he's currently looking for opportunity.
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December 06, 2022
Blog
Commentary: NCM Pension Portfolios
Portfolio Manager John Poulter, CFA, reviews recent economic and market events and where he's currently looking for opportunity.
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December 06, 2022
Video
Commentary: NCM Core Global & NCM Core International
On December 6, 2022, Portfolio Manager Phil D’Iorio shared his perspectives on inflation and the Federal Reserve, and why he’s optimistic heading into 2023.
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December 05, 2022
Video
Commentary: NCM Dividend Champions
On December 5, 2022, Portfolio Manager, Michael Simpson shared a review of the year that is ending and his outlook for 2023, managing NCM Dividend Champions.
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November 21, 2022
Video
Commentary: NCM Pension Portfolios
On November 21, 2022, Portfolio Manager John Poulter shared his latest perspective on the market and how he’s managing NCM Conservative Income Portfolio, NCM Balanced Income Portfolio and NCM Growth & Income Portfolio.
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November 14, 2022
Video
Commentary: NCM Core Canadian
On November 14, 2022, Portfolio Manager Keith Leslie shared an update on what he’s seeing in the market and how he’s managing NCM Core Canadian.
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November 09, 2022
Webinar replay
NCM Income Solutions Dream Team webinar replay
On November 9, 2022, our Income Solutions portfolio managers shared their dividend investing outlook for the balance of 2022 and beyond.
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November 02, 2022
Blog
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'lorio reviews recent economic and market events and where he's currently looking for opportunity.
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November 01, 2022
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October 31, 2022
Video
Commentary: NCM Income Growth Class
On October 31, 2022, Portfolio Manager and CEO, Alex Sasso, shared key information about how he manages the funds and what he's seeing in the market today.
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October 25, 2022
Video
Commentary: NCM Core Global and NCM Core International
On October 25, 2022, Portfolio Manager Phil D’Iorio shared key information about how he manages the funds and what he's seeing in the market today.
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October 24, 2022
Video
Commentary: NCM Global Income Growth Class
On October 24, 2022, Portfolio Manager Jason Isaac shared key information about how he manages the funds and what he's seeing in the market today.
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October 17, 2022
Video
Commentary: NCM Dividend Champions
On October 17, 2022, Portfolio Manager Michael Simpson shared where he thinks we are in the market and economic cycle and how he’s managing NCM Dividend Champions
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October 14, 2022
Blog
Commentary: NCM Small Companies Class
Portfolio Manager and CEO Alex Sasso reviews recent economic and market events and where he's currently looking for opportunity.
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October 07, 2022
Blog
New! NCM Dividend Champions booklet
When investors are concerned about volatility, one of the best solutions is to own dividend-paying companies of the highest quality. See how NCM Dividend Champions is delivering the goods.
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October 07, 2022
Blog
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'lorio reviews recent economic and market events and where he's currently looking for opportunity.
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October 06, 2022
Blog
Commentary: NCM Pension Portfolios
Portfolio Manager John Poulter, CFA, reviews recent economic and market events and where he's currently looking for opportunity.
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October 05, 2022
Webinar replay
NCM Dividend Champions webinar replay from Oct 5, 2022
Timely insights from Michael Simpson, one of Canada’s most accomplished dividend investors.
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October 03, 2022
Video
Commentary: NCM Pension Portfolios
On October 3, 2022, Portfolio Manager John Poulter shared key information about how he manages the fund and what he's seeing in the market today
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September 26, 2022
Video
Commentary: NCM Core Canadian
On September 26, 2022, Portfolio Manager Keith Leslie shared key information about how he manages the fund and what he's seeing in the market today
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September 20, 2022
Blog
Canadian Dividends Stand Tall
Michael Simpson, portfolio manager of NCM Dividend Champions, reports on recent market activity and two new portfolio positions.
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September 16, 2022
Video
Welcome to the new NCM
NCM investments has always been about creatively supporting financial advisors and their clients. Now we have even more ways to help.
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September 06, 2022
Video
Commentary: NCM Global Income Growth Class
On September 6, 2022, Portfolio Manager Jason Isaac shared key information about how he manages the fund and what he's seeing in the market today
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September 06, 2022
Video
Commentary: NCM Dividend Champions
On September 6, 2022, Portfolio Manager Michael Simpson shared key information about what he's seeing in the market today
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August 31, 2022
Blog
Commentary: NCM Small Companies Class
Portfolio Manager and CEO Alex Sasso reviews recent economic and market events and where he's currently looking for opportunity.
Read more
August 25, 2022
Blog
Commentary: NCM Pension Portfolios
Portfolio Manager John Poulter, CFA, reviews recent economic and market events and where he's currently looking for opportunity.
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August 24, 2022
Blog
Z Series: The first and only Flat-Fee funds in Canada
Here's how to access our exceptional active management with some of the lowest fund management fees anywhere.
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August 16, 2022
Blog
Know Your Product (KYP) made easy
Recommend NCM with total confidence. Our KYP tool makes it easy to compare performance, fees and risk, and save a date-stamped due diligence record in case you need it later.
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August 10, 2022
Video
Commentary: NCM Income Growth Class
On August 10, 2022, Portfolio Manager Alex Sasso shared key information about how he manages the fund and what he's seeing in the market today
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July 29, 2022
Blog
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'lorio reviews recent economic and market events and where he's currently looking for opportunity.
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July 25, 2022
Blog
Dividend Champions: Returns up, risk down
Dividend-paying companies have historically produced higher returns with less risk, and there's nobody better at picking Dividend Champions than our own Michael Simpson.
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June 29, 2022
Blog
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'lorio reviews recent economic and market events and where he's currently looking for opportunity.
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June 14, 2022
Blog
Commentary: NCM Pension Portfolios
Portfolio Manager John Poulter, CFA, reviews recent economic and market events and where he's currently looking for opportunity.
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May 23, 2022
Blog
NCM named Mutual Fund Provider of The Year Finalist
We have once again been selected as a Wealth Professional Awards finalist. Here are some of the reasons why.
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