Investment Savings

Canadian Equity Pool

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Diverse, well-managed Canadian equities to balance your portfolio.

Invest in Canadian companies

The Canadian equities in this pool range over various sectors and company sizes, without the over-concentration in natural resources.

Invest for the long haul

These equities are ideal for the long-term investor, comfortable with volatility and looking for exposure to Canadian companies.

Invest with expert management

Our pool investments are managed by arms-length sub-advisors continually evaluated on the basis of their performance, philosophy and process.

Key Product Details

Series F1 (eligible with fee-based accounts)1
Risk rating Low to medium
Performance Check past performance2
Fees (December 31, 2019) 0.85%
Minimum initial investment $1000
Minimum additional investment $100
Currency CAD
Distribution frequency Annual

Frequently Asked Questions

Investors who:

  • have a long-term investment horizon
  • are looking for long-term capital appreciation
  • are willing to accept volatility in the value of their investments and low-to-medium investment risk
  • wish to diversify their asset class exposure by investment manager and management style

This fund is not a good fit for you if you have a short-term investment horizon or are looking for a steady source of income.

The Canadian Equity Pool investments are managed and benefit from the expertise of advisors from Cardinal Capital Management Inc., Cidel Asset Management Inc. and Mawer Investment Management Ltd.

Ready to get started?

Everyone knows it's smart to diversify your portfolio. Decide exactly how much to invest in Canadian equities, then watch your value grow!

Find the investment solution that's right for you.

Need help?

Our Client Care team will be happy to assist.