Expert Insights
November 27, 2023
Video
Commentary: NCM Income Growth Class
On November 27, 2023, Portfolio Manager Alex Sasso, CFA, provided some perspective on the current strength of consumer spending and shared an update on how he has been deploying cash in the fund.
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November 27, 2023
Video
Commentary: NCM Small Companies Class
On November 27, 2023, Portfolio Manager Alex Sasso, CFA shared his outlook for 2024 and provided an update on one of the newest holdings in NCM Small Companies Class.
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November 20, 2023
Video
Commentary: NCM Dividend Champions
On November 20, 2023, portfolio manager Michael Simpson, CFA recapped some year-to-date market data and responded to some of investors’ top questions of the day.
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November 13, 2023
Download
NCM Income Solutions are extraordinary together
With three of the best dividend-focused fund managers in your portfolio, it's always a good time to be invested. This investor case study shows you why.
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November 06, 2023
Video
Commentary: NCM Core Global and NCM Core International
On November 6, 2023, portfolio manager Phil D’Iorio, CFA updated investors on why the US has not seen a recession, as well as his 2024 outlook for equity markets in the US, China, Europe and Japan.
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October 30, 2023
Video
Commentary: NCM Pension Portfolios
On October 30, 2023, Portfolio Manager John Poulter, CFA shared his latest views on equity and fixed income markets and how he is currently positioning the NCM Pension Portfolios.
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October 20, 2023
Blog
Third Quarter Review: NCM Core Global and NCM Core International
Phil D'Iorio, MBA, CFA, reviews recent economic and market events and where he's currently looking for opportunity.
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October 10, 2023
Video
Commentary: NCM Income Growth Class
On October 10, 2023, Portfolio Manager Alex Sasso, CFA provided details on a new holding in the fund an update on portfolio’s superior profitability, growth and valuation stats compared to the TSX.
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October 10, 2023
Video
Commentary: NCM Small Companies Class
On October 10, 2023, Portfolio Manager Alex Sasso, CFA provided a brief update on resilient US earnings and the fund’s impressive metrics versus its benchmark.
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October 04, 2023
Webinar replay
NCM Income Experts Webinar Replay
Watch Alex Sasso, CFA, Jason Isaac, CFA and Michael Simpson, CFA share their latest insights on investing for growth and income in this interview with Wan Kim. Originally broadcasted on October 4, 2023.
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September 25, 2023
Video
Commentary: NCM Dividend Champions
On September 25, 2023, portfolio manager Michael Simpson, CFA discussed how and why Dividend Champion equities are well-positioned for the current economic environment.
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September 18, 2023
Video
Commentary: NCM Core Global and NCM Core International
On September 18th, 2023, portfolio manager Phil D’Iorio, CFA, reviewed global market performance, current reasons for optimism, and his strategy for the two funds.
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September 14, 2023
Video
Commentary: NCM Pension Portfolios
On September 14, 2023, Portfolio Manager John Poulter, CFA reviewed why the Pension Portfolios are different from many balanced funds, and why he believes they are positioned for strong performance.
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September 12, 2023
Register now
Webinar: Income Solutions Your Clients Will Love
Join us on Wednesday, October 4th at 1pm ET
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September 12, 2023
Blog
Is AI Hype Creating a Bubble in Tech Stocks?
Phil D'Iorio, MBA, CFA, portfolio manager of NCM Core Global and NCM Core International, on how he sees the impact of AI on market valuations.
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August 22, 2023
Video
Commentary: NCM Income Growth Class
On August 22, 2023, Portfolio Manager Alex Sasso, CFA provided an update on the fund’s key metrics versus its benchmark and highlighted its top 10 holdings.
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August 22, 2023
Video
Commentary: NCM Small Companies Class
On August 22, 2023, Portfolio Manager Alex Sasso, CFA provided an update on NCM Small Companies Class.
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August 16, 2023
Video
Commentary: NCM Dividend Champions
On August 16, 2023, portfolio manager Michael Simpson, CFA provided his latest market outlook and highlighted some recent portfolio activity on the heels of Q2 earnings season.
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August 14, 2023
Video
Commentary: NCM Global Income Growth Class
On August 14, 2023, Portfolio Manager Jason Isaac, CFA, updated investors on changes to the fund’s top 10 holdings and some of the economic and market indicators that he is currently watching.
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August 08, 2023
Video
Commentary: NCM Core Global and NCM Core International
On August 8, 2023, Portfolio Manager Phil D’Iorio, CFA shared his thoughts on the markets and provided an update on one of the funds’ current holdings, Novo Nordisk.
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July 27, 2023
Register now
Webinar: Supercharge your advisory practice with the Growth Coach
Join us on Tuesday, August 22nd at 1pm ET
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July 21, 2023
Video
Practice Management: Who Are You?
Wan Kim, our Senior VP of National Sales and Marketing, on standing out in the marketplace by knowing who you are.
Read more July 14, 2023
Blog
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'lorio, CFA reviews recent economic and market events and where he's currently looking for opportunity.
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June 29, 2023
Video
Welcome to Dividend Season
Investors may have questions about volatility, inflation and recession. We have answers.
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June 19, 2023
Video
Commentary: NCM Global Income Growth Class
On June 19, 2023, Portfolio Manager Jason Isaac, CFA, provided insight into what it’s like to be a bull in a bull market, and still feel like a contrarian. Plus updates on changes to his top 10 holdings.
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June 19, 2023
Video
Commentary: NCM Dividend Champions
On June 19, 2023, Portfolio Manager Michael Simpson, CFA, highlighted some recent market winners and losers and how he’s positioning his portfolio for continued success.
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June 14, 2023
Video
Commentary: NCM Core Global and NCM Core International
On June 14, 2023, Portfolio Manager Phil D’Iorio, CFA outlined his current observations on market breadth, valuations and market positioning.
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June 13, 2023
Webinar replay
Michael Simpson, CFA webinar – NCM Dividend Champions
Vice President, Regional Sales, Marco Mannella, sat down with Michael to find out how he consistently finds Dividend Champions that drive exceptional long-term performance.
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June 05, 2023
Video
Commentary: NCM Pension Portfolios
On June 5, 2023, Portfolio Manager John Poulter, CFA provided insight into his current asset allocation and approach to equity and fixed income exposures.
Read more 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 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 not lost money over any 3-year period since the fund's inception in May 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.
Read more 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.
Read more 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.
Read more 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.
Read more 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.
Read more
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.
Read more 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.
Read more 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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November 01, 2022
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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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September 16, 2022
Video
Introducing 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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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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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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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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