Aimia

Aimia Inc. (TSX: AIM) is a loyalty and travel consolidator focused on growing earnings through its existing investments and the targeted deployment of capital in loyalty solutions and other subsectors of the rapidly expanding loyalty and travel market.

AltaGas

AltaGas Ltd. (ALA) operates as a diversified energy infrastructure company in North America that has a focus on owning and operating assets that provide clean and affordable energy to their customers. The company operates through two business segments: Utilities and Midstream.

Artis Reit

Artis REIT (AX) is a diversified Canadian real estate investment trust based in Winnipeg, Manitoba. Artis REIT's portfolio includes industrial, retail and office properties within Canada and the United States. Their main focus is to create value for their unitholders by maximizing total returns.

Birchcliff Energy

Birchcliff Energy Ltd. (BIR), is an intermediate oil and natural gas company. It explores, develops, and produces natural gas, crude oil, and natural gas liquids in Western Canada. The company holds interests in the Montney/Doig resource play, as well as other assets located in the Peace River Arch area of Alberta.

Brookfield

Brookfield Office Properties (BPO) owns, develops, and manages premier office properties in North America, Australia, and Europe. The portfolio consists of 136 properties totalling 93 million square feet that are owned either wholly, through property-level joint ventures, or through two, fully invested, core office funds that were established in 2005.

Canadian Utilities

Canadian Utilities Limited (CU)
is an energy infrastructure corporation with its subsidiaries engaged in electricity, natural gas, and retail energy businesses worldwide. It operates through Utilities, Energy Infrastructure, and Retail Energy segments.

Capital Power

Capital Power (CPX) is an Independent Power Producer (IPP) with 6,400 MW of generation capacity.  CPX is also diversified across geographies with 70% of its installed capacity in Canada and 30% in the US. CPX’s preferred shares provide two attractive investment opportunities.

Capital Infrastructure

Capstone Infrastructure (CSE) is a Canadian unregulated utility with a focus on renewable energy. CSE has 542.7 megawatts (MW) of electricity production under contract with 71% coming from renewable energy.  CSE is a private company owned by UK based private equity firm iCON Infrastructure, that has a publicly traded preferred share.

Emera

Emera Incorporated (EMA), an energy and services company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity to various customers. The company operates through electric utilities in Florida, Canada, and other locations in North America, as well as gas utilities, infrastructure, and other segments.

Enbridge

Enbridge Inc. (ENB) operates as an energy infrastructure
company through five segments: Liquids Pipelines, Gas
Transmission and Midstream, Gas Distribution and Storage,
Renewable Power Generation, and Energy Services. ENB
operates across North America, moving 25% of the crude oil
produced in North America, as well as transporting 20% of the
natural gas consumed in the US.

Fairfax Financial

Fairfax Financial Holdings Limited (FFH), through its subsidiaries, provides property and casualty insurance as well as reinsurance and investment management services worldwide. The company operates through insurance and reinsurance companies, run-off portfolios, and non-insurance company segments. 

Fortis

Fortis Inc. (FTS) operates as an electric and gas utility company
in Canada, the United States, and the Caribbean countries. It
generates, transmits, and distributes electricity to approximately 433,000 retail customers in southeastern Arizona: and 98,000 retail customers in Arizona’s Mohave and Santa Cruz counties with an aggregate capacity of 3,486 MW, including 59MW of solar capacity.

Northland Power

Emera Incorporated (EMA), an energy and services company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity to various customers. The company operates through electric utilities in Florida, Canada, and other locations in North America, as well as gas utilities, infrastructure, and other segments.

Pembina

Pembina Pipeline Corporation (PPL) is a Canadian midstream energy company. PPL operates through three divisions: Pipelines, Facilities, and Marketing & New Ventures. PPL’s preferred shares represent an excellent income opportunity because markets are not correctly pricing the risk exposure to oil prices. 

TC Energy

TC Energy Corporation (TRP) is an energy infrastructure company in North America. There are five segments: Canadian Natural Gas Pipelines, U.S. Natural Gas Pipelines, Mexico Natural Gas Pipelines, Liquids Pipelines, and Power and Storage. The company operates an expansive 93,400 km network of pipelines, which transports 25% of North America’s natural gas.

TransAlta

TransAlta Corporation (TA) is a non-regulated electricity generation company. TA has 7,939 MW of electricity production capacity across Canada, US, and Australia. TA’s largest market exposure is the province of Alberta where 57% of TA’s MW production is located. TA also owns the 60.6% majority of TransAlta Renewable (RNW), a publicly traded drop-down vehicle for TA.