Forms & Documents
All forms below can be downloaded as PDF documents for you to fill out as needed.
Forms
NOTE: Document filing deadlines have been extended by regulators. Please click here for more detail.
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.
Application Forms
- Account Update Form
- Authorization To Share Information Form
- Non Registered Account - Corporate Account Application Form
- Non Registered Account - Personal Account Application Form
- Online Access Form
- RRIF Account Application Form
- RRSP Account / Spousal RRSP Account Application Form
- RSP RIF Multiple Beneficiary Designation
- Tax Free Savings Account Application Form
- TFSA Multiple Beneficiary Designation
- Trust Account Agreement Form
Transaction Request Forms
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 | ||||||||
| Canadian Equity Fund | ||||||||
| Carbon Constrained Canadian Equity Fund | ||||||||
| Emerging Markets Equity Fund | ||||||||
| International Equity Plus Fund | ||||||||
| Preferred Share Fund | ||||||||
| U.S. Dividend Fund | PDF | PDF(FR) | PDF | PDF(FR) | PDF | PDF(FR) | PDF | PDF(FR) | PDF | PDF(FR) | PDF | PDF(FR) | PDF | PDF(FR) | |
| U.S. Equity Fund | ||||||||
| U.S. Small/Mid-Cap Equity Fund |
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 | ||||||||
| Corporate Advantage Fund | ||||||||
| High Yield Bond Fund | ||||||||
| High Yield Bond Fund (CAD Hedged) | ||||||||
| Money Market Fund | ||||||||
| Multi Credit Fund | ||||||||
| Short Term Income Fund |
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 | ||||||||
| Income Advantage Fund |
Fund Facts Series F
- Leith Wheeler Fund Facts U S Dividend Fund Série F (fr)
- Leith Wheeler Fund Facts U S Dividend Fund Série Fp1 (fr)
- Leith Wheeler Fund Facts U S Dividend Fund Series F
- Leith Wheeler Fund Facts U S Dividend Fund Series Fp1
- Leith Wheeler Fund Facts Balanced Fund Series F
- Leith Wheeler Fund Facts Canadian Dividend Fund Series F
- Leith Wheeler Fund Facts Carbon Constrained Canadian Equity Fund Series F
- Leith Wheeler Fund Facts Corporate Advantage Fund Series F
- Leith Wheeler Fund Facts Emerging Markets Equity Fund Series F
- Leith Wheeler Fund Facts High Yield Bond Fund Series F
- Leith Wheeler Fund Facts High Yield Bond Fund Series F (CAD Hedged)
- Leith Wheeler Fund Facts Income Advantage Fund Series F
- Leith Wheeler Fund Facts International Equity Plus Fund Series F
- Leith Wheeler Fund Facts Multi Credit Fund Series F
- Leith Wheeler Fund Facts Preferred Share Fund Series F
- Leith Wheeler Fund Facts Short Term Income Fund Series F
- Leith Wheeler Fund Facts US Equity Fund Series F
- Leith Wheeler Fund Facts US Small Mid Cap Equity Fund Series F