CANADIAN EQUITY FUNDS
Canadian Equity (medium to higher growth potential, medium to higher risk)



CDN DISCIPLINED EQUITY (FIDELITY)
CANADIAN GROWTH COMPANY (FIDELITY)
CANADIAN EQUITY INDEX (TDAM)
Canadian Dividend and Large Cap (medium growth potential, medium risk)

CANADIAN VALUE EQUITY (MACKENZIE)
ASSET ALLOCATION FUNDS
Lifecycle (equity and fixed income asset mix becomes more conservative as maturity
date nears)








CLEARPATH 2025 (FIDELITY)
CLEARPATH 2030 (FIDELITY)
CLEARPATH 2035 (FIDELITY)
CLEARPATH 2040 (FIDELITY)
CLEARPATH 2045 (FIDELITY)
CLEARPATH 2050 (FIDELITY)
CLEARPATH 2055 (FIDELITY)
CLEARPATH 2060 (FIDELITY)
Conservative (income oriented, lower risk)

CONSERVATIVE CONTINUUM (PSG)
Moderate (income oriented with some growth potential, lower-medium risk)

MODERATE CONTINUUM (PSG)
Balanced (a balance between growth and income, medium risk)

BALANCED CONTINUUM (PSG)
Advanced (growth oriented, medium-higher risk)

ADVANCED CONTINUUM (PSG)
Aggressive (maximum growth potential, higher risk)

AGGRESSIVE CONTINUUM (PSG)
FOREIGN EQUITY FUNDS
Global Equity (higher risk, higher return)



IVY FOREIGN EQUITY (MACKENZIE)
GLOBAL GRWOTH EQUITY (T ROWE PRICE)
GLOBAL EQUITY INDEX (TDAM)
US Equity (medium risk, higher return)



US FOCUSED STOCK (FIDELITY)
AMERICAN GROWTH (AGF)
US EQUITY INDEX (TDAM)
International Equity (higher risk, higher return)


INTERNATIONAL EQUITY INDEX (TDAM)
INT’L OPPORTUNITY (JPMORGAN)
FIXED INCOME FUNDS
Canadian Bond (lower risk, lower-medium return)



CANADIAN BOND INDEX (TDAM)
CORE PLUS BOND (BISSETT)
UNCONSTRAINED FIX INC (MACKENZIE)
BALANCED FUNDS
Canadian Balanced (medium growth potential, medium risk)




BALANCED INDEX (TDAM)
BALANCED (TEMPLETON)
CDN ASSET ALLOCATION (FIDELITY)
INCOME GRWOTH (INVESCO)