- Suncor Energy Inc. (SU)
- Canadian Natural Resources Limited (CNQ)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Nutrien Ltd. (NTR)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: I would like to set up a concentrated balanced portfolio of 6 Canadian value and 6 growth companies. I'm looking for the very best companies Canada has to offer, currently. I realize you have a balanced portfolio but I'm looking for the companies that are poised to do the best in the current ecomonic environment. As always, thanks for your much appreciated advice.