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Home » Products & process » Products at a glance
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Products at a glance

Product Segregated Pooled Pooled fund inception date
Balanced* X X Jan 31, 1992
Cdn equity* X X Mar 31, 1996
Cdn Income & Growth* X Dec 31, 1997
Cdn Small Cap X Dec 15, 2006
US equity X X Dec 31, 1997
US Income & Growth X Jan 1, 2005
North American Equity (Growth) X May 1, 2005
EAFE Plus X May 31, 2002
EAFE Growth X Jan 1, 2005
International Equity X Jul 1, 2008
Global equity X May 12, 2000
Cdn bonds X X Nov 30, 1993
Cdn long bonds X Apr 3, 2007
Global bonds X Oct 1, 2005
Real Estate X X Jan 1, 2004
Short-term X X Jan 2, 1998

*Strategy reserved for current clients only.


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Products and process

  • Products at a glance
  • Balanced Portfolios >
    • - Investment Process
    • - Balanced
    • - Domestic Balanced
  • Canadian Equity >
    • - Investment Process
    • - Canadian Equity
    • - Canadian Income & Growth
    • - Small Cap fund
  • Fixed Income >
    • - Investment Process
    • - Bonds
    • - Short-term
    • - U.S. & Global Fixed Income
  • U.S. Equity >
    • - Investment Process
    • - U.S. Equity
    • - U.S. Income & Growth
  • North American Equity >
    • - Investment Process
  • Non-North American Equity >
    • - Investment Process
    • - EAFE Growth
    • - EAFE Plus
    • - International Equity
    • - Global Equity
  • Real Estate >
    • - Investment Process
  • Mortgages >
    • - Investment Process
  • Private Wealth
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