Sample Investment Portfolios
Canada Life
Segregated Funds
Mackenzie Investments
Mutual Funds
AGF Investments
Mutual Funds
AGF Investment Inc.
AGF Investment Inc.
Bucket #1: 0-3 Years
No Risk
Objective: Income
100% Cash
• AGF High Int Savings Account (100%)
Fund Profile | Fund Facts | Legacy Fund
Bucket #2: 3 - 7 Years
Lower Risk
Objective: Income
25% Equity | 75% Fixed Income
• AGF Global Income Portfolio (100%)
Fund Profile | Fund Facts
35% Equity | 65% Fixed Income
• AGF Global Income Portfolio (50%)
Fund Profile | Fund Facts
• AGF Global Conservative Portfolio (50%)
Fund Profile | Fund Facts
Moderate Risk
Objective: Balanced
40% Equity | 60% Fixed Income
• AGF Global Conservative Portfolio (100%)
Fund Profile | Fund Facts
50% Equity | 50% Fixed Income
• AGF Global Income Portfolio (70%)
Fund Profile | Fund Facts
• AGF Global Strategic Equity Fund (10%)
Fund Profile | Fund Facts
• AGF US All Cap Growth Equity Fund (10%)
Fund Profile | Fund Facts
• AGF US Sector Rotation Fund (10%)
Fund Profile | Fund Facts
Higher Risk
Objective: Balanced Growth
60% Equity | 40% Fixed Income
• AGF Global Moderate Portfolio (100%)
Fund Profile | Fund Facts
70% Equity | 30% Fixed Income
• AGF Global Conservative Portfolio (50%)
Fund Profile | Fund Facts
• AGF Global Strategic Equity Fund (20%)
Fund Profile | Fund Facts
• AGF US All Cap Growth Equity Fund (15%)
Fund Profile | Fund Facts
• AGF US Sector Rotation Fund (15%)
Fund Profile | Fund Facts
Bucket #3: 7+ Years
Lower Risk
Objective: Balanced Growth
80% Equity | 20% Fixed Income
• AGF Global Balanced Growth Portfolio (100%)
Fund Profile | Fund Facts
90% Equity | 10% Fixed Income
• AGF Global Balanced Growth Portfolio (50%)
Fund Profile | Fund Facts
• AGF Global Strategic Equity Fund (20%)
Fund Profile | Fund Facts
• AGF US All Cap Growth Equity Fund (15%)
Fund Profile | Fund Facts
• AGF US Sector Rotation Fund (15%)
Fund Profile | Fund Facts
Moderate Risk
Objective: Growth
100% Equity
• AGF Global Growth Portfolio (100%)
Fund Profile | Fund Facts
100% Equity
• AGF Global Growth Portfolio (50%)
Fund Profile | Fund Facts
• AGF Global Strategic Equity Fund (20%)
Fund Profile | Fund Facts
• AGF US All Cap Growth Equity Fund (20%)
Fund Profile | Fund Facts
• AGF North American Small-Mid Cap Fund (10%)
Fund Profile | Fund Facts
Higher Risk
Objective: Growth/High Risk
100% Equity
• AGF Global Strategic Equity Fund (40%)
Fund Profile | Fund Facts
• AGF US All Cap Growth Equity Fund (40%)
Fund Profile | Fund Facts
• AGF North American Small-Mid Cap Fund (20%)
Fund Profile | Fund Facts
Mackenzie Financial Corporation
Mackenzie Financial Corporation
Bucket #1: 0-3 Years
No Risk
Objective: Income
100% Cash
• FuturePath Canadian Money Market (100%)
Fund Profile | Fund Facts
Lower Risk
Objective: Income
50% Cash | 50% Fixed Income
• FuturePath Canadian Money Market (50%)
Fund Profile | Fund Facts
• FuturePath Global Core Plus Bond Fund (50%)
Fund Profile | Fund Facts
Higher Risk
Objective: Income
100% Fixed Income
• FuturePath Global Core Plus Bond Fund (100%)
Fund Profile | Fund Facts
Bucket #2: 3 - 7 Years
Lower Risk
Objective: Income
35% Equity | 65% Fixed Income
• FuturePath Monthly Income Conservative (100%)
Fund Profile | Fund Facts | Legacy Fund
Moderate Risk
Objective: Balanced
40% Equity | 60% Fixed Income
• FuturePath Global Fixed Inc Balanced Port (100%)
Fund Profile | Fund Facts | Legacy Fund
Higher Risk
Objective: Balanced Growth
60% Equity | 40% Fixed Income
• FuturePath Global Neutral Balanced Port (100%)
Fund Profile | Fund Facts | Legacy Fund
Bucket #3: 7+ Years
Lower Risk
Objective: Balanced Growth
80% Equity | 20% Fixed Income
• FuturePath Global Equity Balanced Port (100%)
Fund Profile | Fund Facts | Legacy Fund
90% Equity | 10% Fixed Income
• FuturePath Global Equity Balanced Port (40%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath Global Core Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath US All Cap Growth Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath Canadian Growth Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
Moderate Risk
Objective: Growth
100% Equity
• FuturePath Global Equity Portfolio (100%)
Fund Profile | Fund Facts | Legacy Fund
100% Equity
• FuturePath Global Value Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath Global Core Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath US All Cap Growth Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath US Value Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath Canadian Growth Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
Higher Risk
Objective: Growth/High Risk
100% Equity
• FuturePath Global Value Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath Global Core Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath US All Cap Growth Fund (40%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath Canadian Growth Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
Replace FP Global Value Fund W/ FP Shariah Global Equity Fund
• FuturePath Shariah Global Equity Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
Retiree/Income Generation
Lower Risk
Objective: Income
35% Equity | 65% Fixed Income
• FuturePath Monthly Income Conservative (100%)
Fund Profile | Fund Facts | Legacy Fund
Moderate Risk
Objective: Balanced
45% Equity | 55% Fixed Income
• FuturePath Monthly Income Balanced (100%)
Fund Profile | Fund Facts | Legacy Fund
Higher Risk
Objective: Balanced Growth
85% Equity | 15% Fixed Income
• FuturePath Monthly Income Growth (100%)
Fund Profile | Fund Facts | Legacy Fund
Canada Life (UNDER CONSTRUCTION)
*THIS SECTION WILL BE MOVING TO PLAYBOOK
Canada Life – Segregated Funds
Canada Life CEO – Sam Febbraro
Canada Life – Stefan Moroz
Canada Securities TurboApps
1. Log into Primerica Online (POL)
