Private credit: Portfolio update

July 2023, CIO Ben Reeves was joined by Portfolio Manager Dan Tersigni, and CIO at Sagard Adam Vigna to look at our private credit portfolio. They discussed the features of the fund, how it performed, and Sagard's approach to managing the portfolio. Plus, they answered viewer questions.

 

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Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across chequing and spending, managed investing, self-directed trading, and tax filing. Wealthsimple serves more than 4 million Canadians and holds approximately $155 billion in assets under administration, as of June 30, 2026. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto. To learn more, visit www.wealthsimple.com.