Compass Portfolios wins FundGrade A+ Award for fifth year

Posted: February 8th, 2017  |  Author:

ATB Investor Services has won its share of subjective awards. But there are other awards – including the Fundata Fundgrade A+ and Lipper Awards – that stand out because they are objective.

For the fifth year in a row, Fundata Canada Inc. has awarded several Compass Portfolios its FundGrade A+ Award.

These awards are “given annually to investment funds and their managers who have shown consistent, outstanding, risk-adjusted performance through the year”* and are calculated using transparent, objective and score-based data to determine “best-of-the-best” ratings for Canadian investment funds.

Winning Compass funds:

  • Compass Balanced Growth
  • Compass Balanced
  • Compass Conservative Balanced
  • Compass Conservative

*”Fundata announces the 2016 FundGrade A+ Award winners“. Fundata Canada Inc. 26 Jan 2017.

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Alex Morrison

Alex brings over ten years of customer service and administrative experience to our team, the majority of which has been in the financial services industry. She has a diploma in Business Administration as well as a Bachelor’s degree in Management. Alex is fully licenced and stays current on industry changes through regular workshops and courses. Originally from England, Alex moved to Canada in 2004 with her family. She has lived in various locations across Alberta including Red Deer, Calgary, and Olds. She and her husband moved to Lethbridge with their dog five years ago and plan to stay here for the foreseeable future. Their family grew by one more when they welcomed a daughter in January 2016. They enjoy travelling, cycling, and walking. Dedicated to providing excellent service to clients, Alex quickly resolves questions and queries to ensure our team continues to maintain a strong relationship with every client.

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