Forms & Documents

Forms & Documents

All forms below can be downloaded as PDF documents for you to fill out as needed.

Forms

To open an account, please contact one of our Investment Advisors to determine a portfolio that is suitable for you. The minimum initial investment is $25,000 which can be invested in one or a combination of our funds.

In order to facilitate the account opening process, you may print the applicable forms below and send to us once completed. 
Click to download a PDF.

Documents

The following publications are available for download. Click to download a PDF.

Equity Funds

 

Fund Fund Facts Quarterly/Monthly Fund Profile Simplified Prospectus Annual Information Form Audited Financial Statements Interim Financial Statements Annual Management Reports of Fund Performance (MRFP) Interim Management Reports of Fund Performance (MRFP)
Canadian Dividend Fund PDF PDF PDF PDF PDF PDF PDF PDF
Canadian Equity Fund PDF PDF PDF PDF PDF PDF PDF PDF
Carbon Constrained Canadian Equity Fund PDF PDF PDF PDF PDF PDF
Emerging Markets Equity Fund PDF PDF PDF PDF PDF PDF PDF
International Equity Plus Fund PDF PDF PDF PDF PDF PDF PDF PDF
Preferred Share Fund PDF PDF PDF PDF PDF PDF
U.S. Dividend Fund PDF  | PDF(FR) PDF PDF  | PDF(FR) PDF  | PDF(FR) PDF  | PDF(FR) PDF  | PDF(FR) PDF  | PDF(FR) PDF  | PDF(FR)
U.S. Equity Fund PDF PDF PDF PDF PDF PDF PDF PDF
U.S. Small/Mid-Cap Equity Fund PDF PDF PDF PDF PDF PDF PDF PDF

Fixed Income Funds

 

Fund Fund Facts Quarterly/Monthly Fund Profile Simplified Prospectus Annual Information Form Audited Financial Statements Interim Financial Statements Annual Management Reports of Fund Performance (MRFP) Interim Management Reports of Fund Performance (MRFP)
Core Bond Fund PDF PDF PDF PDF PDF PDF PDF PDF
Corporate Advantage Fund PDF PDF PDF PDF PDF PDF PDF PDF
High Yield Bond Fund PDF PDF PDF PDF PDF PDF PDF PDF
High Yield Bond Fund (CAD Hedged) PDF PDF PDF PDF PDF PDF PDF PDF
Money Market Fund PDF PDF PDF PDF PDF PDF PDF PDF
Multi Credit Fund PDF PDF PDF PDF PDF PDF PDF PDF
Short Term Income Fund PDF PDF PDF PDF PDF PDF

Balanced Funds

 

Fund Fund Facts Quarterly/Monthly Fund Profile Simplified Prospectus Annual Information Form Audited Financial Statements Interim Financial Statements Annual Management Reports of Fund Performance (MRFP) Interim Management Reports of Fund Performance (MRFP)
Balanced Fund PDF PDF PDF PDF PDF PDF PDF PDF
Income Advantage Fund PDF PDF PDF PDF PDF PDF PDF PDF