Prudent Investing, Positive Returns
A Formula For Growth
Our investment strategy focuses on protecting your education savings and building value over time. It’s a conservative approach designed for those with a low to medium tolerance for investment risk, and also a diversified one that invests income in carefully selected equities for potentially higher returns.
A simpler way to save
Some RESP providers require plan holders to take an active role in investing. We designed our plans to provide peace-of-mind investing for people who prefer a simpler way to save. Our customers appreciate the value of having financial experts manage their investment savings on their behalf.
A balanced approach to saving
Our portfolio managers choose primarily Canadian government bonds and highly rated bonds of financial institutions to protect your savings and build long-term growth. Then we select equity investments and investment grade corporate bonds for the income portion of your portfolio to provide balance, diversification and potentially higher returns. For information about the assets currently associated with our plans, please consult our Prospectus.
Our Portfolio Managers
We work with some of the country’s leading financial institutions to manage your savings. With the expertise and focus these professional portfolio managers provide, you can be sure that your hard-earned money is well looked after.
· Baker Gilmore & Associates Inc.
· BMO Asset Management Inc.
· Burgundy Asset Management Ltd.
· Connor, Clark & Lunn Investment Management Ltd.
· Fiera Capital Corporation
· Guardian Capital LP
· TD Asset Management Inc