Home Fund mergers

Special meetings cancelled

Businessman making presentation with his colleagues and business strategy digital layer effect at the office as concept

Five mergers will take place on April 20, seven more on May 25

Business and financial report with laptop Accounting economic

The firm has also made Private Wealth series accessible to more investors

  • March 28, 2018 March 28, 2018
  • 17:29
Team project work Analyze reports plans, papers, documents, statistics calculations

The mergers will be implemented on March 23.

  • By: IE Staff
  • March 12, 2018 March 12, 2018
  • 16:20
Business and financial report with laptop Accounting economic

The proposed revisions include fund mergers, investment objective changes, fee changes

Weak but mostly positive performance for Canadian funds in August: Morningstar

It will also proceed with the merger of Desjardins Canadian Equity Growth Fund with Desjardins Canadian Equity Fund

  • By: Leah Golob
  • January 17, 2018 January 21, 2018
  • 11:25
CI makes portfolio management changes

The firm will merge its Canadian small cap and large cap equity teams to form a single Canadian growth team

  • By: Leah Golob
  • January 16, 2018 January 19, 2018
  • 12:10
Computershare to acquire exempt market business of Canadian Western Trust

The purchase expands Sun Life’s wealth management business in Canada with a broader lineup of emerging market funds

  • By: Leah Golob
  • January 3, 2018 January 21, 2018
  • 12:25

Excel Blue Chip Equity Fund will be terminated once the merger with Excel Emerging Markets Balanced Fund is completed

  • By: Leah Golob
  • November 24, 2017 November 24, 2017
  • 12:00

New subadvisor for Counsel Short Term Bond

  • By: Leah Golob
  • November 17, 2017 November 17, 2017
  • 14:25