Ironman Financial and Investia Financial Services Inc. work with respected investment companies in Canada and internationally. Through these established relationships, we are able to draw from the power and creativity of the best professional money managers in the world.
AGF has been managing investments for Canadians since 1957. AGF is a proud Canadian company and a pioneer in helping Canadians reach their most important goals and dreams in life. Through innovation, superior fund management, great service and a strong brand, AGF has reinforced its position as one of the largest and best-known fund companies in Canada. “What are you doing after work?” is their corporate marketing slogan, managing over 15 billion dollars of Canadian’s investments. For more information, visit www.agf.com.
BMO Global Asset Manager is a top 10 fund manager in Canada and offers a comprehensive suite of wealth management solutions including Mutual Funds, Exchanged Traded Funds and Segregated Funds. BMO is committed to always applying the best global and local expertise to meet the evolving needs of our clients in this climate of ongoing uncertainty in the capital markets. For more information, visit www.bmo.com/gam.
C.I. Investments – Canada’s Investment Company
CI Investments is one of Canada’s largest investment management companies. It offers a wide range of investment products and services, including an industry-leading selection of investment funds, and is on the Web at www.ci.com. CI is a subsidiary of CI Financial Corp. (TSX: CIX), an independent, Canadian-owned wealth management firm with approximately $129 billion in assets as of June 30, 2014. For more information, visit ci.com.
CIBC Renaissance Investments
Renaissance Investments offers a comprehensive platform of investment solutions, sub-advised by proven fund managers from around the world. Renaissance Investments is offered by CIBC Asset Management Inc., one of Canada’s largest asset management firms, with more than $100 billion in assets under management as of June 30, 2014.
®Renaissance Investments is offered by and is a registered trademark of CIBC Asset Management Inc. For more information, visit www.renaissanceinvestments.ca/en
Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada’s most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs. For more information, visit dynamic.ca.
Fidelity Investments Canada Limited is part of the Fidelity Investments organization of Boston, one of the world’s largest providers of financial services, which has over 18 million customers and has total managed assets of U.S. $880.4 billion. For more information, visit www.fidelity.ca.
Franklin Templeton Investments is dedicated to one goal: delivering exceptional asset management for our shareholders. By bringing together multiple, world-class investment teams in a single firm, we’re able to offer specialized expertise across styles and asset classes, all supported by the strength and resources of one of the world’s largest asset managers. This has helped us to become a trusted partner to individual and institutional investors across the globe. For more information, visit www.franklintempleton.ca.
Invesco Trimark Investments
Invesco Canada Ltd., operates under three distinct yet complementary product brands (Trimark, Invesco and PowerShares). A subsidiary of Invesco Ltd., Invesco Canada’s singular focus is on investment management, offering a diversified suite of solutions to institutions, organizations, companies and individual investors across Canada and around the world. For more information, visit www.invesco.ca.
At IA Clarington we place an emphasis on providing a broad range of products that are actively managed. Rather than focus on any particular investment approach, style, asset class or geography, we believe that the best chance for success is to hire skilled portfolio managers who can manage funds that meet the needs of the retail investor. We focus on three key elements when engaging a portfolio manager: skill, conviction, and opportunity. It is through these three elements that our portfolio managers endeavour to deliver results. When we say “results” we’re not talking only about additional dollars. Results can mean any factor that is important to the investor in order to achieve his or her goals, from higher returns, to a steady flow of income, to reduced risk. For more information, visit iaclarington.com.
Mackenzie Investments was founded in 1967, and is a leading investment management firm providing investment advisory and related services. With $69.3 billion in assets under management as at May 31, 2014, Mackenzie Investments distributes its investment services through multiple distribution channels to both retail and institutional investors. Mackenzie Investments is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada’s premier financial services companies with over $138 billion in total assets under management as at May 31, 2014. For more information, visit mackenzieinvestments.com.
Manulife is a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. Clients look to Manulife for strong, reliable, trustworthy and forward-thinking solutions for their most significant financial decisions. Our international network of employees, agents and distribution partners offers financial protection and wealth management products and services to millions of clients. We also provide asset management services to institutional customers. Funds under management by Manulife and its subsidiaries were approximately C$635 billion (US$574 billion) as at March 31, 2014. Our group of companies operates as Manulife Financial in Canada and Asia and primarily as John Hancock in the United States.
Manulife Financial Corporation trades as ‘MFC’ on the TSX, NYSE and PSE, and under ‘945’ on the SEHK. Manulife can be found on the Internet at manulife.com.
In Canada, Standard Life has been doing business for over 180 years. Standard Life Financial Inc., which wholly owns The Standard Life Assurance Company of Canada and Standard Life Mutual Funds Ltd., is Standard Life plc’s largest operation outside the UK. With about 2,000 employees, it provides long-term savings, investment and insurance solutions to more than 1.4 million Canadians, including
group retirement and insurance plan members. For more information, visit www.standardlife.ca.
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.
Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.