• Width: wide
  • Align: center
  • Color: blue
  • Image: /upload/section_settings/5/d15c460c14a4/190716024336-slice1.png

Our Objective

Alaris is dedicated to creating long-term value for its shareholders

  • Width: wide
  • Align: left
  • Color: gray
  • Image:

Distribution History


In March 2020, Alaris announced that it would be switching its dividend policy to a quarterly payment rather than monthly with the first quarterly dividend paid July 15, 2020. Alaris is paying a quarterly trust distribution of $0.31/trust unit, following the conversion to an income trust on September 1, 2020.  The first of such trust distributions was on October 15, 2020.

On July 28, 2021, Alaris announced an increase of $0.08 (6.5%) per unit to its distribution payable October 2021. The Annualized distribution was 1.32 per unit ($0.33 per quarter). On November 9th, 2022, Alaris announced an annualized distribution increase of $0.04 per unit beginning with the Q4 2022 distribution payable to unitholders of record at December 30, 2022 and payable in January 2023. This represents an increase of 3.0% and results in the current annualized distribution of $1.36 per unit.

A primary objective of Alaris Equity Partners Income Trust (the “Trust”) is to provide Unitholders with stable, predictable and growing quarterly cash distributions on a tax-efficient basis. For Canadian federal income tax purposes, distributions from the Trust will be classified as either Trust income, capital gain, return of capital, eligible dividend, or a combination thereof. Unitholders should seek professional advice with respect to the income tax consequences of an investment in the Trust’s Units. The Trust will disclose the tax treatment for unitholder distributions by the end of the following February for each calendar year.

Holders of Record Date Payment date Amount
September 30, 2023 October 16, 2023 $0.34/trust unit
June 30, 2023 July 17, 2023 $0.34/trust unit
March 31, 2023 April 17, 2023 $0.34/trust unit
TOTAL: $1.02/trust unit
Holders of Record Date Payment date Amount
December 30, 2022 January 16, 2023 $0.34/trust unit
September 30, 2022 October 17, 2022 $0.33/trust unit
June 30, 2022 July 15, 2022 $0.33/trust unit
March 31, 2022 April 18, 2022 $0.33/trust unit
TOTAL: $1.33/trust unit
Holders of Record Date Payment date Amount
December 31, 2021 January 17, 2021 $0.33/trust unit
September 30, 2021 October 15, 2021 $0.33/trust unit
June 30, 2021 July 15, 2021 $0.31/trust unit
March 31, 2021 April 15, 2021 $0.31/trust unit
TOTAL: $1.28/trust unit
Holders of Record Date Payment date Amount
December 31, 2020 January 15, 2021 $0.31/trust unit
September 30, 2020 October 15, 2020 $0.31/share
TOTAL: $0.62/trust unit

Click here for 2022 Tax Information


Alaris previously paid corporate dividends until converting to an income trust on September 1, 2020.

Holders of Record Date Payment date Amount
June 29, 2020 July 15, 2020 $0.29/share
March 31, 2020 April 15, 2020 $0.1375/share
February 28, 2020 March 16, 2020 $0.1375/share
January 31, 2020 February 18, 2020 $0.1375/share
TOTAL: $0.7025/share
Holders of Record Date Payment date Amount
December 31, 2019 January 15, 2020 $0.1375/share
November 29, 2019 December 16, 2019 $0.1375/share
October 31, 2019 November 15, 2019 $0.1375/share
September 30, 2019 October 15, 2019 $0.1375/share
August 30, 2019 September 16, 2019 $0.1375/share
July 31, 2019 August 15, 2019 $0.1375/share
June 28, 2019 July 15, 2019 $0.1375/share
May 31, 2019 June 17, 2019 $0.1375/share
April 30, 2019 May 15, 2019 $0.1375/share
March 29, 2019 April 15, 2019 $0.1375/share
February 28, 2019 March 15, 2019 $0.1375/share
January 31, 2019 February 15, 2019 $0.1375/share
TOTAL: $1.65/share

Financials and Regulatory Filings

  • Width: wide
  • Align: left
  • Color: white
  • Image:
Information Circular
Q3 2023
Q2 2023
Q1 2023
Q3 2023
Q2 2023
Q1 2023
2022 2021 2020 2019 2018 2017 2016 2015
  • Width: wide
  • Align: left
  • Color: gray
  • Image:

Presentations and Events

Current Investor Presentations
Name Version
November 2023 Alaris Investor Presentation Web version
Upcoming Events
Name Date Webcast
 2023 Q3 Investor Earnings Call

Thursday, November 9, 2023 

9 AM MT / 11 AM ET

Past Archived Events
Name Date INSTANT REPLAY Webcast
2023 Q2 Financial Results Aug 2, 2023 Can be accessed through webcast link. Webcast
2023 Q1 Financial Results May 9, 2023 Can be accessed through webcast link. Webcast
2022 Q4 Financial Results March 10, 2023 Can be accessed through webcast link. Webcast
  • Width: wide
  • Align: left
  • Color: white
  • Image:

Annual General Meeting / Shareholder Meeting

Upcoming Meeting


Prior Meeting

Location: The Hotel Le Germain, 899 Center Street SW, Calgary, Alberta
Date: Wednesday, May 10, 2023
Time: 2:30 PM Mountain Time
Unitholders of Record: March 22, 2023

Notice of Meeting
Notice & Access Notification 
2023 Information Circular
Form of Proxy (for use by registered unitholders only)

Transfer Agent

ComputerShare Investor Services Inc.
100 University Avenue, 8th Floor
Toronto, Ontario, MFJ 2Y1

  • Width: wide
  • Align: left
  • Color: gray
  • Image:

Trustees and Governance


Peter Grosskopf

Board Chairman

Bob Bertram

E. Mitchell Shier

Kim Lynch Proctor

Stephen W. King

Sophia Langlois


Audit Committee

Sophia Langlois, Chairperson (contact Audit Chair)
Kim Lynch Proctor

Corporate Governance Committee

E. Mitchell Shier, Chairperson – Governance Matters (contact Governance Chair)
Robert Bertram

Compensation Committee 

Robert Bertram, Chairperson
Kim Lynch Proctor
Sophia Langlois


Board Mandates Policies Position Descriptions Articles & By-laws
  • Width: wide
  • Align: center
  • Color: blue
  • Image: /upload/section_settings/7/f95c71c92392/190716033807-slice2.png

US Ownership Restrictions

Download PDF Details

  • Width: narrow
  • Align: center
  • Color: white
  • Image:

Contact Investor Relations

Conditions for using this site

Alaris Equity Partners Income Trust (“Alaris”) maintains the internet site as an informational service. This site is not intended to supplement or substitute for the legal disclosure for Alaris or for the prospectus disclosure related to a public offering of any of its securities in Canada. Please read the legal notice on the site before you proceed.

Your use of this site is in itself acceptance of the terms and conditions regarding use as stated in the Legal Notice.

U.S. Ownership and Trading Restrictions

To ensure compliance with U.S. securities laws, Alaris’ common shares are subject to a number of ownership and transfer restrictions. Purchases of Alaris common shares are permitted only by non U.S. persons, and in certain private placements to U.S. persons who are “Qualified U.S. Purchasers” and who are not “ERISA Persons”. Information concerning these ownership and transfer restrictions is included in the Investor section of this website under “Ownership and Transfer Restrictions - U.S. Persons.”

The information in this website does not constitute an offering for the sale of securities in the United States. Securities may not be offered or sold in the United States absent registration or an exemption from registration under the Securities Act of 1933, as amended, and the Investment Company Act of 1940, as amended..

Use of cookies

When you click Agree below, a small amount of data ("a cookie") will be written to your browser, which will enable you to review information contained on this website. The cookie is valid for two days after which you will be again prompted to accept the website legal notice. The use of cookies is very common on commercial websites and web browsers normally accept cookies. If you have turned this function off in your browser's preferences, you will need to turn it on to gain access to this portion of our website. Alaris Equity Partners Income Trust respects your privacy and no personal information is collected or stored as part of this process.