Kason Point

Wooww! Congratulations to our new winners Darci Paice & Neal MacDonald

Happy Friday!

Ease into the weekend with our latest episode of the Kason Point Podcast—your quick hit of market updates, insights, and what’s happening across Northern BC.

🎧 Listen here: https://open.spotify.com/episode/6R5UcFuaYwIi01gJTHThfH?si=GyZBLXWVQD2QSPRzoMElGg

Don’t forget to subscribe, follow, and drop a comment—it helps us reach more people in our community.

Have an awesome weekend!

JANUARY PERFORMANCE OUTLOOK – STRATEGIC INCOME FUND

Our Strategic Income Fund stood on its own through the first month of the year. The Fund suits lower risk investors, or those who want to target consistency of returns over the longer term in a diverse range of debt and income markets. By investing in a mix of higher yielding securities including real estate, corporate and government bonds, and exempt income-oriented instruments, we aim for consistency and liquidity that retirees need.
This includes:
Traditional Assets:
• Corporate Bond
• Preferred Shares

Alternatives:
• Alternative Debt Strategies
• Private Credit
• Real Assets (Commodities, Real Estate, Infrastructure)
• Cash & Liquidity: Tactical allocation for flexibility and stability

• Month of January 2026: +0.3%
• Year-to-Date (YTD): 0.3% (as of January 31, 2026)


With a lower-to-medium risk rating, the Strategic Income Fund attempts to tilt towards alternative income strategies and products.

Feel free to reach out if you’d like to learn more.

Disclosure:
Past performance may not be indicative of future results. This post is for informational purposes only and does not constitute investment advice or an offer to buy or sell any securities. Please review the attached report for complete performance data, methodology, and other important disclosures.