Below you’ll find additional information on the ETFs and stocks that build The FIRE Fund. The companies I choose to invest in are businesses that have a product or service I use regularly, they offer something I find interesting or believe in, or have demonstrated a solid track record of increasing dividends over time.
ETFs
Vanguard Canada has been putting investors first since 1975. Their mission is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. The company offers a wealth of information on the world of investing and provide a range of high-quality investment products at a low price. This is the core of their investment philosophy as it’s essential to investment success. Whether saving for retirement, family’s education, or a sense of financial security, one can be confident in Vanguard. The company doesn’t have any outside owners and doesn’t need to worry about a stock price or about generating profits for others. This helps keep costs low, so more of your money stays in your pocket—where it belongs.
- Vanguard FTSE Canada All Cap Index ETF (VCN)
- Vanguard S&P 500 ETF (VOO)
- Vanguard S&P 500 Index ETF (VFV)
Stocks
3M Company (MMM) is a diversified global manufacturer, technology innovator and marketer of a variety of products and services. The Company operates through four segments: Safety and Industrial, Transportation and Electronics, Health Care and Consumer. Safety and Industrial segment consist of abrasives, automotive aftermarket, closure and masking systems, communication markets, electrical markets, industrial adhesives and tapes, personal safety, roofing granules, and others. Transportation and Electronics segment consists of advanced materials, automotive and aerospace, commercial solutions, display materials and systems, electronic materials solutions, transportation and safety, and other transportation and electronics. Health Care segment’s products and services include drug delivery, health information systems, medical solutions, oral care solutions, and separation and purification sciences. Consumer segment serves consumers and consists of consumer health care, and others.
Advanced Micro Devices Inc. (AMD) is a global semiconductor company. Its segments include Computing and Graphics, and Enterprise, Embedded and Semi-Custom. The Computing and Graphics segment primarily includes desktop and notebook microprocessors, accelerated processing units that integrate microprocessors and graphics, chipsets, discrete graphics processing units (GPUs), data center and professional GPUs, and development services. It may also sell or license portions of its intellectual property (IP) portfolio. The Enterprise, Embedded and Semi-Custom segment primarily includes server and embedded processors, semi-custom system-on-chip (SoC) products, development services, and technology for game consoles, and it may also sell or license portions of its IP portfolio. Its microprocessor customers consist primarily of original equipment manufacturers (OEMs), large public cloud service providers, original design manufacturers (ODMs), system integrators, and independent distributors.
Air Canada (AC) is a Canada-based airline company. The Company is a provider of scheduled passenger services in the Canadian market, the Canada-United States (U.S.) transborder market and in the international market to and from Canada. It provides Aeroplan program which allows individuals to enroll as members and accumulate Aeroplan points through travel on Air Canada and select partners, as well as through the purchase of products and services from participating partners and suppliers. Its division Air Canada Cargo, is a global cargo service provider, offers cargo services on passenger flights and on all-cargo flights, including on dedicated freighter aircraft. Its tour operator, Air Canada Vacations, develops, markets and distributes vacation travel packages, operating in the outbound leisure travel market and inbound leisure travel market to destinations within Canada, and offers cruise packages in North America, Europe, and the Caribbean. Air Canada Rouge is its leisure carrier.
Alphabet Inc. (GOOGL) is a holding company. The Company’s segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, hardware, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes Google’s infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment includes earlier stage technologies that are further afield from its core Google business, and it includes the sale of health technology and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform enables developers to build, test, and deploy applications on its infrastructure. The Company’s Google Workspace collaboration tools include applications, such as Gmail, Docs, Drive, Calendar, Meet, and various others. The Company also has various hardware products.
Amazon.com Inc. (AMZN) provides a range of products and services to customers. The products offered through its stores include merchandise and content that it purchased for resale and products offered by third-party sellers. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, and Ring, and it develops and produces media content. It operates through three segments: North America, International and Amazon Web Services (AWS). The AWS segment consists of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. It provides advertising services to sellers, vendors, publishers, authors, and others, through programs, such as sponsored advertisements, display, and video advertising. It serves consumers through its online and physical stores. Customers access its offerings through websites, mobile applications, Alexa, devices, streaming, and physically visiting its stores.
AT&T Inc. (T) is a holding company. The Company is a provider of telecommunications, media, and technology services globally. The Company operates through two segments, namely Communications and Latin America. The Communications segment provides wireless and wireline telecom and broadband services to consumers located in the United States and globally. The business units of the Communication segment include Mobility, Business Wireline, and Consumer Wireline. Mobility provides nationwide wireless service and equipment. Business Wireline provides advanced ethernet-based fiber services, IP Voice, and managed professional services, as well as traditional voice and data services and related equipment to business customers. Consumer Wireline provides broadband services, including fiber connections. Consumer Wireline also provides legacy telephony voice communication services. The Latin America segment provides wireless services and equipment in Mexico.
Bank of Montreal (BMO) is a Canada-based financial services provider. The Bank provides a range of personal and commercial banking, wealth management, global markets and investment banking products and services. The Bank conducts its business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets. The Personal and Commercial Banking business includes two retail and business banking operating segments, such as Canadian Personal and Commercial Banking and the United States Personal and Commercial Banking. Its BMO Wealth Management business serves a range of client segments, from mainstream to high net worth and institutional, with an offering of wealth management products and services, including insurance. Its BMO Capital Markets business provides a range of products and services to corporate, institutional and government clients, through its investment and corporate banking and global markets lines of business.
Bank of Nova Scotia (BNS) is an international bank and a financial services provider in Latin America, the Caribbean and Central America, and Asia. The Bank offers a range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. Its segments include Canadian Banking, which provides a suite of financial advice and banking solutions to retail, small business, commercial and wealth management customers; International Banking, which provides a range of financial products, solutions and advice to retail and commercial customers in select regions outside of Canada; Global Wealth Management, which focuses on delivering wealth management advice and solutions, and Global Banking and Markets (GBM), which provides lending and transaction services, investment banking advice and access to capital markets.
Bell Canada Enterprises Inc. (BCE) is a Canada-based communications company that provides Bell broadband wireless, Internet, television (TV), media and business communications services. The Company operates through three segments: Bell Wireless, Bell Wireline and Bell Media. The Bell Wireless segment provides wireless voice and data communication products and services to its residential, small and medium-sized business and enterprise customers as well as consumer electronic products across Canada. The Bell Wireline segment provides data, including Internet access and Internet protocol television (IPTV), local telephone, long distance, as well as other communication services and products to its residential, small and medium-sized business and enterprise customers in Ontario, Quebec, the Atlantic provinces and Manitoba. The Bell Media segment provides conventional TV, specialty TV, pay TV, streaming services, digital media services, radio broadcasting services and out-of-home (OOH) advertising services in Canada.
Berkshire Hathaway Inc. (BRK.B) is a holding company owning subsidiaries engaged in various business activities, including insurance and reinsurance, utilities and energy, freight rail transportation, manufacturing and retailing. Its segments include Insurance, such as GEICO, Berkshire Hathaway Primary Group and Berkshire Hathaway Reinsurance Group; Burlington Northern Santa Fe, LLC, which is engaged in the operation of the railroad system; Berkshire Hathaway Energy, which includes regulated electric and gas utility; Manufacturing, which includes manufacturers of various products, including industrial, consumer and building products; McLane Company, which is engaged in the wholesale distribution of groceries and non-food items; Service and retailing, which includes providers of various services, including shared aircraft ownership programs, aviation pilot training, electronic components distribution and various retailing businesses, including automobile dealerships and furniture leasing.
Canadian Imperial Bank of Commerce (CM) is a Canada-based multinational banking and financial services company. The Bank serves its clients through four business units: Canadian Personal and Business Banking, Canadian Commercial Banking and Wealth Management, U.S. Commercial Banking and Wealth Management, and Capital Markets. Its Canadian Personal and Business Banking provides personal and business clients across Canada with financial advice, products and services through its banking center, digital, mobile and remote channels. Its Canadian Commercial Banking and Wealth Management provides high-touch, relationship-oriented banking and wealth management services to middle market companies, entrepreneurs, high-net-worth individuals and families across Canada. Its U.S. Commercial Banking and Wealth Management provides commercial banking and private wealth services, as well as personal and small business banking services.
Canadian National Railway Company (CNR) is engaged in the rail and related transportation business. The Company’s network of route miles of track spans Canada and the United States. Its network and connections to all Class I railroads provide its customers access to Canada, the United States and Mexico. It transports over 300 million tons of cargo annually, serving exporters, importers, retailers, farmers and manufacturers. It offers its goods annually for a range of business sectors, ranging from resource products to manufactured products to consumer goods. Its services include rail, intermodal, trucking, supply chain services, business development, and maps and network. It offers its services across industries, such as automotive, coal, fertilizer, food and beverages, forest products, dimensional loads, grain, metals and minerals, petroleum and chemicals, consumer goods, customer reports, centerbeam auction program and boxcar auction program.
Canadian Pacific Railway Limited (CP) and its subsidiaries owns and operates a transcontinental freight railway in Canada and the United States. The Company provides rail and intermodal transportation services over a network of approximately 13,000 miles, directly serving the principal business centers of Canada from Montreal, Quebec, to Vancouver, British Columbia, and the United States Northeast and Midwest regions. The Company transports bulk commodities, merchandise freight and intermodal traffic. Its bulk commodities include grain, coal, potash, and fertilizers and sulphur. Its merchandise freight consists of industrial and consumer products, such as energy, chemicals and plastics, metals, minerals and consumer products, forest products, and automotive. Its intermodal traffic consists of retail goods in overseas containers that can be transported by train, ship and truck, and in domestic containers and trailers that can be moved by train and truck.
Canadian Western Bank (CWB) is a Canada-based diversified financial services company. The Company provides full-service business and personal banking, specialized financing, wealth management offerings, and trust services. It offers a range of general commercial loans, commercial mortgages, personal loans and mortgages, equipment financing and leasing, real estate project loans, and oil and gas production loans. The Company’s has its operations in British Columbia, Alberta, Ontario, Saskatchewan, Quebec, and Manitoba. It provides general commercial lending service to a range of industries, such as manufacturing, construction, transportation, retail trade, hospitality, healthcare, professional services, and wholesale trade. Its operating subsidiaries include CWB National Leasing Inc., CWB Maxium Financial Inc., Canadian Western Trust Company, and CWB Wealth Management Ltd., including CWB McLean & Partners Wealth Management Ltd. and Canadian Western Financial Ltd.
Chartwell Retirement Residences (CSH.UN) is a Canada-based open-ended real estate trust. The Company is engaged in the ownership, operations and management of retirement and long-term care communities in Canada. It operates through two segments: Retirement Operations and Long Term Care Operations. The Retirement Operations segment includes approximately 162 communities that it owns and operates in four provinces in Canada: British Columbia, Alberta, Ontario, and Quebec. The retirement communities provide services to age-qualified residents. The Long Term Care Operations segment includes approximately 20 homes in Ontario, which includes one retirement residence that is connected to a long term care home. It offers various options, such as independent living, independent supportive living, assisted living, memory care and long term care.
Coca-Cola Company (KO) is a beverage company. The Company’s segments include Europe, Middle East and Africa; Latin America; North America; Asia Pacific; Global Ventures; and Bottling Investments. It owns or licenses and markets various beverage brands, which are grouped into categories, such as Coca-Cola; sparkling flavors; hydration, sports, coffee and tea; nutrition, juice, dairy and plant-based beverages; and emerging beverages. It owns and markets five nonalcoholic sparkling soft drink brands, such as Coca-Cola, Sprite, Fanta, Diet Coke and Coca-Cola Zero Sugar. Its hydration, sports, coffee and tea brands include quarius, Ayataka, BODYARMOR, Ciel, Costa, dogadan, Dasani, FUZE TEA, Georgia, glaceau smartwater, glaceau vitaminwater, Gold Peak, Powerade and others. Its nutrition, juice, dairy and plant-based beverages brands include AdeS, Del Valle, fairlife, innocent, Minute Maid, Minute Maid Pulpy and Simply. Its products are available to consumers in more than 200 countries.
Comerica Inc. (CMA) engages in the provision of financial services. It operates through the following segments: Commercial Bank, Retail Bank, Wealth Management, and Finance. The Commercial Bank segment offers various products and services, including commercial loans and lines of credit, deposits, cash management, capital market products, international trade finance, letters of credit, foreign exchange management services, and loan syndication services. The Retail Bank segment includes personal financial services, consisting of consumer lending, consumer deposit gathering and mortgage loan origination, and offers consumer products, including deposit accounts, installment loans, credit cards, student loans, home equity lines of credit, and residential mortgage loans. The Wealth Management segment offers fiduciary services, private banking, retirement services, investment management and advisory services, investment banking, and brokerage services. The Finance segment includes the corporation’s securities portfolio and asset and liability management activities.
Great West Life Inc. (GWO) is a Canada-based financial services holding company. It has interests in the life insurance, health insurance, retirement savings, investment management and reinsurance businesses, primarily in Canada, the United States and Europe. Its segments include Canada, United States, Europe, and Capital and Risk Solutions. It operates through its operating subsidiaries, including The Canada Life Assurance Company (Canada Life), Great-West Life & Annuity Insurance Company (GWL&A), Putnam Investments, LLC (Putnam) and Irish Life Group Limited (Irish Life). Canada Life has interests in life insurance, health insurance, retirement savings, and investment management. GWL&A provides financial security products. Putnam offers investment management strategies including fixed income, equity, environmental, social and governance (ESG), and global asset allocation and alternatives. Irish Life offers savings and investments, life insurance, health insurance and pension products.
Hewlett-Packard Enterprise Company (HPE) is an edge-to-cloud platform as-a-service company. It operates through six segments, namely Compute, High Performance Computing & Artificial Intelligence (HPC & AI), Storage, Intelligent Edge, Financial Services (FS), and Corporate Investments and Other. Compute segment includes both general purpose servers for multi-workload computing and workload optimized servers. Its products include the HPE Proliant rack and tower servers. HPC & AI offers standard and custom hardware and software solutions designed to address customer workloads. The Storage segment offers workload optimized storage product and service offerings. Intelligent Edge offers wired and wireless local area network, campus and data center switching, software-defined wide-area-network, and others. FS provides investment solutions, such as leasing, financing, IT consumption, and others. The Corporate Investments & Other segment include the Communications and Media Solutions business.
International Business Machines (IBM) is a technology company engaged in providing hybrid cloud and artificial intelligence (AI) solutions. It offers integrated solutions and products that use data and information technology (IT) in industries and business processes. Its segments include Software, Consulting, Infrastructure and Financing. Software segment consists of two business areas: Hybrid Platform & Solutions, which includes software to help clients operate, manage, and optimize their IT resources and business processes within hybrid, multi-cloud environments, and Transaction Processing, which includes software that supports clients’ mission-critical, on-premises workloads in various sectors. Consulting segment is engaged in business transformation, technology consulting and application operations. Infrastructure segment is engaged in hybrid infrastructure and infrastructure support. Financing segment is engaged in client financing and commercial financing business.
J. M. Smucker Company (SJM) is engaged in manufacturing and marketing of food and beverage products. The Company’s segments include U.S. Retail Pet Foods, U.S. Retail Coffee, and U.S. Retail Consumer Foods. The Company’s products include coffee, cat food, pet snacks, dog food, peanut butter, frozen handheld products, fruit spreads, portion control products, juices and beverages, as well as baking mixes and ingredients. The U.S. Retail Pet Foods segment includes Rachael Ray Nutrish, Meow Mix, Milk-Bone, 9Lives, Kibbles ’n Bits, Pup-Peroni, and Nature’s Recipe branded products. The U.S. Retail Coffee segment primarily includes the domestic sales of Folgers, Dunkin’, and Cafe Bustelo branded coffee. The U.S. Retail Consumer Foods segment primarily includes the domestic sales of Smucker’s and Jif branded products. Its distribution facilities are located across Pennsylvania, New York, Alabama, Washington, Kansas, Kentucky, Colorado, Tennessee, Louisiana, Ohio, California, Quebec and Virginia.
Kraft Heinz Company (KHC) is a global food and beverage company. The Company’s segments geographic include United States, International, and Canada. KHC manufactures and markets food and beverage products, including dairy products, meat products, coffee beans, soybean and vegetable oils, sugar and other sweeteners, tomatoes, potatoes, corn products, wheat products, nuts, and cocoa products. The Company’s products are sold through its own sales organizations and through independent brokers, agents, and distributors to chain, wholesale, cooperative and independent grocery accounts, convenience stores, drug stores, value stores, bakeries, pharmacies, mass merchants, club stores and institutions. KHC’s products are also sold online through various e-commerce platforms and retailers. KHC offers its products under various brands, such as Kraft, Oscar Mayer, Heinz, Philadelphia, Lunchables, Velveeta, Maxwell House, Kool-Aid, Ore-Ida, Jell-O, Master, Quero, Golden Circle and Wattie’s.
Laurentian Bank (LB) is a diversified financial services provider. The Bank operates primarily across Canada and in the United States. Its segments include Personal segment, Business Services segment and Capital Markets segment. The Personal segment caters to the financial needs of retail clients. Clients can access the Bank’s offering of financial advice, products and services through a network of branches in Quebec referred to as Financial Clinics; an advisors and brokers channel targeting independent financial intermediaries, and a digital direct-to-customer platform. The Business Services segment caters to the financial needs of business clients across Canada and in the United States and provides commercial banking, real estate financing, and equipment and inventory financing. The Capital Markets segment provides a range of services, including research, market analysis and advisory services, corporate underwriting for debt and equity, and administrative services.
Loblaws Companies Ltd (L) is a Canada-based company that provides grocery, pharmacy, health and beauty, apparel, general merchandise, financial services and wireless mobile products and services. Its segments include Retail and Financial Services. The Retail segment consists primarily of corporate and franchise-owned retail food and associate owned drug stores. It also includes in-store pharmacies and other health and beauty products, apparel and other general merchandise and supports the PC Optimum Program. The Financial Services segment provides credit card and everyday banking services, the PC Optimum program, insurance brokerage services and telecommunication services. It provides the PC Money, which is an everyday banking product that allows account holders to earn PC Optimum points by making payments. It also provides outpatient physiotherapy, massage therapy and other ancillary rehabilitation services in Canada. Its subsidiaries are Shoppers Drug Mart Inc. and Sanis Health Inc.
Manulife Financial Corporation (MFC) is a financial services provider, which offers financial advice and insurance, operating as Manulife across Canada, Asia, and Europe, and primarily as John Hancock in the United States. The Company’s segments include Asia, Canada, U.S., Global Wealth and Asset Management (Global WAM), and Corporate and Other. The Asia segment provides insurance products and insurance-based wealth accumulation products in Asia. The Canada segment provides insurance products, insurance-based wealth accumulation products, and banking services in Canada and has an in-force variable annuity business. The U.S. segment provides life insurance products, insurance-based wealth accumulation products and has an in-force long-term care insurance business and an in-force annuity business. The Global WAM segment provides fee-based wealth solutions to its retail, retirement and institutional customers around the world.
Microsoft Corporation (MSFT) is a technology company. The Company develops and supports software, services, devices, and solutions. Its segments include Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment consists of products and services in its portfolio of productivity, communication, and information services, spanning a variety of devices and platforms. This segment includes Office Consumer, LinkedIn, dynamics business solutions, and Office Commercial. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services that can power modern businesses and developers. This segment includes server products and cloud services, and enterprise services. The More Personal Computing segment consists of products and services that put customers at the centre of the experience with its technology. This segment includes Windows, devices, gaming, and search and news advertising.
National Bank of Canada (NA) operates as an integrated financial group. The Bank operates through four segments: Personal and Commercial, Wealth Management, Financial Markets, and U.S. Specialty Finance and International (USSF&I). Its Personal and Commercial segment includes banking, financing, and investing services offered to individuals, advisors, and businesses as well as insurance operations. Its Wealth Management segment includes investment solutions, trust services, banking services, lending services, and other wealth management solutions offered through internal and third-party distribution networks. Its Financial Markets segment includes corporate banking and investment banking and financial solutions for large and mid-size corporations, public sector organizations, and institutional investors. Its USSF&I segment includes the specialty finance services provided by its subsidiaries, Credigy Ltd. and Advanced Bank of Asia Limited.
Nike Inc. (NKE) is engaged in the designing, marketing and distributing of athletic footwear, apparel, equipment and accessories and services for sports and fitness activities. The Company’s operating segments include North America; Europe, Middle East & Africa (EMEA); Greater China; and Asia Pacific & Latin America (APLA). It sells a line of equipment and accessories under the NIKE Brand name, including bags, socks, sport balls, eyewear, timepieces, digital devices, bats, gloves, protective equipment and other equipment designed for sports activities. It also designs products specifically for the Jordan Brand and Converse. The Jordan Brand designs, distributes and licenses athletic and casual footwear, apparel and accessories predominantly focused on basketball performance and culture using the Jumpman trademark. It also designs, distributes and licenses casual sneakers, apparel and accessories under the Chuck Taylor, All Star, One Star, Star Chevron and Jack Purcell trademarks.
Odd Burger (ODD) is a Canada-based fast food restaurant company. The Company manufactures and distributes plant-based protein and dairy alternatives using locally sourced and sustainable ingredients. The Company’s product menu includes Breakfast, Burgers, ChickUN, Salads & Wraps, Sides, Desserts & Shakes and Beverages. Breakfast product includes Hash Browns, Ham Breakfast Sandwich, BacUn Breakfast Sandwich, Sausage Breakfast Sandwich, Venedict, Faconator, Ham Maple Crunch, BacUn Maple Crunch, Chia French Toast. Burger’s product includes Famous Burger, Vopper, BacUn Famous Melt, Preposterous Burger, Pulled Jack and Kid’s Cheezeburger. ChickUN product includes Crispy ChickUn, ChickUn Cordon Bleu, Buffalo ChickUn, Sticky ChickUn, Wingalings and ChickUn Pretenders. Salads and Wraps product includes ChickUn Souvlaki, Gyro, ChickUn Caesar Wrap, Caesar Salad, Taco Salad and Twin Tacos. Sides product includes Fries, Onion Rings, Hash Browns, Fries Supreme, Famous Style Fries, and Greek Fries.
Power Corporation of Canada (POW) is a Canada-based international management and holding company. The Company is focused on providing financial services in North America, Europe, and Asia. Its core holdings include insurance, retirement, wealth management and investment businesses, including a portfolio of alternative asset investment platforms. The Company’s reportable segments include Lifeco, IGM Financial and GBL. Lifeco is a financial service holding company with interests in life insurance, health insurance, retirement and investment management services, asset management and reinsurance businesses primarily in Canada, the United States and Europe. IGM Financial is a wealth and asset management company supporting financial advisors and the clients they serve in Canada, and institutional investors through North America, Europe, and Asia. GBL is a Belgian holding company, which is focused on long-term and sustainable value creation.
Restaurant Brands International Inc. (QSR) is a quick service restaurant (QSR) company. The Company is engaged in serving coffee and other beverage and food products. It owns four quick service restaurant brands: Burger King, Tim Hortons, Popeyes and Firehouse Subs. Tim Hortons restaurants are QSR with a menu that includes blend coffee, tea, espresso-based hot and cold specialty drinks, baked goods, including donuts, Timbits, bagels, muffins, cookies and pastries, grilled paninis, classic sandwiches, wraps and soups. Burger King restaurants are QSR featuring flame-grilled hamburgers, chicken, and other specialty sandwiches, French fries, soft drinks, and other food items. Popeyes restaurants are QSR featuring a Louisiana style menu that includes fried chicken, chicken tenders, fried shrimp, seafood, red beans and rice, and other regional items. It operates approximately 28,000 restaurants in more than 100 countries.
Rogers Communications Inc (RCI.A) is a Canada-based communications and media company. The Company operates through three segments: Wireless, Cable and Media. The Wireless segment offers wireless telecommunications operations for Canadian consumers and businesses. Cable segment offers cable telecommunications operations, including Internet, television, telephony (phone), and smart home monitoring services for Canadian consumers and businesses, and network connectivity through its fiber network and data center assets to support a range of voice, data, networking, hosting, and cloud-based services for the business, public sector, and carrier wholesale markets. The Media segment offers a diversified portfolio of media properties, including sports media and entertainment, television and radio broadcasting, specialty channels, multi-platform shopping, and digital media.
Royal Bank of Canada (RY) is a diversified financial services company. The Company provides personal and commercial banking, wealth management services, insurance, investor services and capital markets products and services on a global basis. The Company’s business segments include Personal & Commercial Banking, Wealth Management, Insurance, Investor and Treasury Services, Capital Markets, and Corporate Support. Personal & Commercial Banking segment comprises its personal banking operations and certain retail investment businesses in Canada, the Caribbean and United States, as well as its commercial and corporate banking operations in Canada and the Caribbean. Wealth Management segment includes a suite of investment, trust, banking, credit and other advice-based solutions. Its Insurance segment offers a range of life, health, home, auto, travel, wealth, annuities, reinsurance advice and solutions, as well as business insurance solutions, to individual, business and group clients.
Shell PLC (SHEL), formerly Royal Dutch Shell PLC, is an international energy and petrochemical company. The Company is engaged in the exploration, production, refining and marketing of oil and natural gas, and the manufacturing and marketing of chemicals. Its businesses include Upstream, Integrated Gas, Renewables and Energy Solutions, and Downstream. Its Upstream organization manages the exploration for and extraction of crude oil, natural gas and natural gas liquids. Shell’s Integrated Gas organization manages its liquefied natural gas activities and the production of gas-to-liquids fuels and other products. Renewables and Energy Solutions include hydrogen, power from renewable and low-carbon sources such as wind, solar and natural gas. Its Downstream organization manages different chemicals and products activities as part of an integrated value chain that trades and refines crude oil and other feedstocks into a range of products which are moved and marketed around the world.
Starbucks Corporation (SBUX) is a roaster, marketer and retailer of specialty coffee with operations in approximately 84 markets around the world. The Company has over 34,300 Company-operated and licensed stores. It operates through three segments: North America, which includes the United States and Canada; International, which includes China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America and the Caribbean; and Channel Development. North America and International operations sell coffee and other beverages, complementary food, packaged coffees, single-serve coffee products and a focused selection of merchandise through Company-operated stores and licensed stores. The Channel Development segment is engaged in sale of packaged coffee, tea and ready-to-drink beverages to customers outside of its Company-operated and licensed stores. The Company also sells goods and services under various brands, including Teavana, Seattle’s Best Coffee, Ethos, Starbucks Reserve and Princi.
Stellantis N.V. (STLA), formerly Fiat Chrysler Automobiles N.V., is an automaker and a mobility provider based in the Netherlands. The Company is engaged in designing, engineering, manufacturing, distributing and selling vehicles, components and production systems. The Company has industrial operations in more than 30 countries and sells its vehicles directly or through distributors and dealers in more than 130 countries. It designs, engineers, manufactures, distributes and sells vehicles for the mass-market under the Abarth, Alfa Romeo, Chrysler, Dodge, Fiat, Fiat Professional, Jeep, Lancia and Ram brands. In addition, the Company designs, manufactures, distributes and sells luxury vehicles under the Maserati brand. The Company’s brand portfolio also includes Peugeot, Citroen, DS Automobiles, Opel and Vauxhall. It offers a wide variety of vehicle choices from luxury, premium and mainstream passenger vehicles to pickup trucks, sport utility vehicle (SUVs) and light commercial vehicles.
Sun Life Financial Inc. (SLF) is a Canada-based financial services company that provides a diverse range of insurance, wealth and asset management solutions. The Company’s segments include Canada, United States (U.S.), Asset Management, Asia and Corporate. The Canada segment provides protection, health, and wealth solutions. The U.S. segment provides group benefits such as group insurance products and services in the United States market. The Asset Management segment comprises of MFS and SLC Management. MFS is an asset management firm, which offers selection of financial products and services. SLC Management is an institutional investment management business that delivers liability driven investing, alternative fixed income, infrastructure and real estate solutions. The Asia segment consists of two business units: Local Markets and International Hubs. Local Markets provides life, health, wealth and asset management solutions. The Company also provides U.S. Medicaid dental benefits.
Sysco Corporation (SYY) is engaged in selling, marketing and distributing food products to restaurants, healthcare and educational facilities, lodging establishments and other customers who prepare meals away from home. The Company operates in three reportable segments: U.S. Foodservice Operations, International Foodservice Operations and SYGMA. U.S. Foodservice Operations includes the Company’s US Broadline operations, which distribute a full line of food products, including custom-cut meat, seafood, produce, specialty Italian, specialty imports and a wide variety of non-food products. International Foodservice Operations includes operations outside of the United States, which distribute a full line of food products and a wide variety of non-food products, and its operations are held in Canada, Bahamas, Mexico, Costa Rica and Panama. The SYGMA segment includes the Company’s United States customized distribution operations serving quick-service chain restaurant customer locations.
Toronto-Dominion Bank (TD) operates as a bank in North America. The Company’s segments include Canadian Retail, U.S. Retail, Wholesale Banking and corporate. Canadian Retail segment serves customers in the Canadian personal and commercial banking, wealth, and insurance businesses. Personal Banking provides financial products and advice through its network of automated teller machines (ATM), telephone, digital and mobile banking. U.S. Retail comprises the Bank’s personal and business banking operations under the brand TD Bank and wealth management in the United States. Wholesale Banking offers a range of capital markets and corporate and investment banking services, including underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures, and meeting the daily trading, funding, and investment needs of its clients.
Telus Corporation (T) is Canada-based telecommunications company. The Company provides a range of technology solutions, including mobile and fixed voice and data telecommunications services and products, healthcare software and technology solutions and digitally led customer experiences. Data services include Internet protocol; television; hosting, managed information technology and cloud-based services; software, data management and data analytics-driven smart-food chain technologies; and home and business security. The Company operates through two segments. The technology solutions segment includes network revenues and equipment sales arising from mobile technologies, data revenues, certain healthcare software and technology solutions, voice and other telecommunications services revenues, and equipment sales. The international segment is comprised of digital customer experience and digital-enablement transformation, including artificial intelligence and content management solutions.
Unilever PLC (UL) is a United Kingdom-based fast-moving consumer goods (FMCG) company. The Company operates through three segments: Beauty & Personal Care, Foods & Refreshment and Home Care. The Beauty & Personal Care segment is engaged primarily in the sales of skin cleansing (soap, shower), hair care (shampoo, conditioner, styling), skin care (face, hand, and body moisturizers) and deodorant categories. The Foods & Refreshment segment is engaged primarily in the sales of ice cream, savory (soups, bouillons, seasoning), dressings (mayonnaise, ketchup) and tea (including ekaterra) categories. The Home Care segment is engaged primarily in the sales of fabric care (washing powders and liquids, rinse conditioners) and a range of cleaning products. Its customer partners range from traditional stores to online-only retailers, and from small family-owned shops to value retailers. Its subsidiaries include Unilever de Argentina S.A., Unilever Australia Limited, Unilever Canada Inc and Ekaterra B.V.
Warner Bros. Discovery Inc. (WBD), formerly Discovery, Inc., is a global media and entertainment company. The Company offers audiences the differentiated and complete portfolio of content, brands, and franchises across television, film, streaming, and gaming in approximately 220 countries and territories and 50 languages. The Company entertains audiences worldwide through its brands and products including Discovery Channel, discovery+, CNN, CNN+, DC, Eurosport, HBO, HBO Max, HGTV, Food Network, OWN, Investigation Discovery, TLC, TNT, TBS, truTV, Travel Channel, Magnolia Network, MotorTrend, Animal Planet, Science Channel, Warner Bros. Pictures, New Line Cinema, Cartoonito, Turner Classic Movies, Boomerang, OhK TV Asia, TABI Channel, Turner Sports, Tooncast, CNN Sans, Boing TV, Cooking Channel, TNT Rooster Teeth, CINEMAX GO, Bleacher Report, Cartoon Network, Adult Swim, Turner Classic vies and others.