Dixon Mitchell Investment Counsel

Our purpose is straightforward: to protect and grow client wealth as needs, goals, and circumstances evolve.

[Dixon Mitchell Investment Counsel @dixonmitchellic]

In some ways, the past year and a half has felt like a 100-year flood (or at least a quarter century flood) for DM equity mandates.

Read more below ⬇️

#Investing #MarketInsights #AssetManagement #ArtificialIntelligence #Semiconductors #DixonMitchell

[Dixon Mitchell Investment Counsel @dixonmitchellic]

With AI-related stocks dominating both the business news cycle and S&P 500 performance, it’s not surprising that many high quality names have been overlooked despite posting solid results.

[Dixon Mitchell Investment Counsel @dixonmitchellic]

One of the complaints about the S&P 500’s rise last year following its tariff induced plunge in the spring was that the climb was driven by a very small number of stocks, especially those linked to AI and other new economy industries.

[Dixon Mitchell Investment Counsel @dixonmitchellic]

In our latest Investor Series webinar, Pooja Gurrala, CFA, Parry Pasricha, CFA and Keith Barr, CFA, explore current market trends and the broader economic landscape, unpacking key developments shaping today’s environment.

🎥 Watch the replay here: https://t.co/kSnxmHc54H

[Dixon Mitchell Investment Counsel @dixonmitchellic]

If Steve Jobs was a visionary, conjuring products that consumers didn’t know they needed but soon couldn’t live without, Tim Cook was an operator, tasked with optimizing the production of those goods and ensuring that they were as profitable as they were appealing.

[Dixon Mitchell Investment Counsel @dixonmitchellic]

Last week, we were proud to support @BigSistersBCLM at the Art of Mentorship event as presenting sponsors.

A special thank you to the organizers and all who attended for making such a meaningful impact. We’re honoured to be part of a community that shows up in such a big way.

[Dixon Mitchell Investment Counsel @dixonmitchellic]

Join us for our upcoming Investor Series Webinar.

Hosted by Pooja Gurrala, CFA, Parry Pasricha, CFA and Keith Barr, CFA.

Date: Thursday, April 30, 2026
Time: 10:00am – 11:00am (PST)
Registration Link: https://t.co/QkOFzv5iYR

[Dixon Mitchell Investment Counsel @dixonmitchellic]

Whether you are (or were) a Venezuelan politico, a software engineer, or anyone who relies on the safe passage of hydrocarbons through a narrow channel in the Persian Gulf, the first quarter of 2026 was one of grave consequence.

[Dixon Mitchell Investment Counsel @dixonmitchellic]

Over the weekend, Dixon Mitchell sponsored InspireHealth Supportive Cancer Care's 10th Annual Rain Walk.

#inspirehealth #rainwalk #cancersupport #CancerCare #CommunityImpact #dixonmitchell

[Dixon Mitchell Investment Counsel @dixonmitchellic]

It’s no secret that US stocks have soundly outperformed their global peers for the better part of two decades, meaning that Canadian managers (such as DM) who’ve directed their foreign exposure to American names have been well-rewarded over time.

[Dixon Mitchell Investment Counsel @dixonmitchellic]

Yesterday, Dixon Mitchell had the pleasure of being a sponsor for the 2026 YW Calgary YWhisper Gala.

#ywhisper #CommunityImpact #WomenSupportingWomen #EquityInSports #WomenInLeadership #CommunityLeadership #socialimpact #StrongerCommunities #dixonmitchell

[Dixon Mitchell Investment Counsel @dixonmitchellic]

Today, Dixon Mitchell was proud to sponsor and attend the Illuminations Luncheon in support of the BC Women's Health Foundation, an inspiring afternoon dedicated to advancing women’s health and research.

#womenshealth #bcwomens #illuminationsluncheon #bcwomenshealthfoundation

[Dixon Mitchell Investment Counsel @dixonmitchellic]

Dixon Mitchell is proud to be featured in Business in Vancouver, sharing our perspective on three equity classes and names to watch in 2026.

Read the full feature: https://t.co/NEMfZo5bsE

#DixonMitchell #Investment #Investing #BusinessInVancouver #WealthManagement

[Dixon Mitchell Investment Counsel @dixonmitchellic]

Along with stock valuation and management strength, cash flow generation sits at the foundation of DM’s equity investment approach. #dixonmitchell #finance #investing #MarketOutlook #wealthmanagement #DMmonthlyreport #portfolio #StockValuation #growthstrategy

[Dixon Mitchell Investment Counsel @dixonmitchellic]

In our latest Investor Series webinar, President Don Stuart, CFA, and CIO Ken O’Kennedy, CFA, break down recent market developments.

🎥 Watch the replay here: https://t.co/TtO5hyBU63

#DixonMitchellInvestmentCounsel #DixonMitchellInvestorSeries #InvestmentManagement #Investing

[Dixon Mitchell Investment Counsel @dixonmitchellic]

Every investing year is interesting in its own way, but 2025 provided a decidedly distinct waypost to mark DM’s first quarter century in business.

[Dixon Mitchell Investment Counsel @dixonmitchellic]

After several years of deliberation, we launched the DM International Equity Fund at the beginning of Q3-2025 with the view that foreign markets currently offer compelling relative value.

[Dixon Mitchell Investment Counsel @dixonmitchellic]

Happy Holidays from all of us at @dixonmitchellic! Sending warm wishes for a wonderful holiday season and a bright, successful year to come.✨

[Dixon Mitchell Investment Counsel @dixonmitchellic]

We're excited to announce we're launching the DM International Equity Fund, which will begin its official life on July 1st.

Read our latest report to find out more: https://t.co/ue1SOsRHO0

#InternationalEquity #Investing #DixonMitchell #InvestmentManagement

[Globe Advisor @GlobeAdvisor]

Money manager Ken O’Kennedy has been getting more defensive in his portfolio in recent months amid the global tariff war and rising threat of a recession in Canada and the U.S. That means adding a bit more cash and bonds to portfolios, says Mr. O’Kennedy, chief investment officer at Vancouver-based Dixon Mitchell Investment Counsel (@dixonmitchellic), who oversees about $7-billion in assets. But he’s also looking to buy more recession-proof stocks that are less affected by tariffs. Here’s what he’s been buying and selling. https://t.co/RdpAIaQn4E