Skip navigation

Globe Portfolio

Fund Manager Changes

From January 1, 2000, to the present

Date Fund Outgoing Management New Management New Lead Portfolio Managers
December 2, 2005 Impax Venture Fund Inc-IChip Vallis, MBA and William TharpSteven J. Hawkins
Impax Venture Fund Inc-IIChip Vallis, MBA and William TharpSteven J. Hawkins
Impax Venture Fund Inc-IIIChip Vallis, MBA and William TharpSteven J. Hawkins
December 2, 2005 Quebec Professionals American IndexJean-François ParisMax D'Alessandro and Robert Blais
Quebec Professionals Asian EquityJean-François ParisMax D'Alessandro and Robert Blais
Quebec Professionals BalancedJean-François ParisMax D'Alessandro and Robert Blais
Quebec Professionals Balanced GwthJean-François ParisMax D'Alessandro and Robert Blais
Quebec Professionals BondJean-François ParisMax D'Alessandro and Robert Blais
Quebec Professionals Cdn. EqtJean-François ParisMax D'Alessandro and Robert Blais
Quebec Professionals European EquJean-François ParisMax D'Alessandro and Robert Blais
Quebec Professionals Gl DiversifiedJean-François ParisMax D'Alessandro and Robert Blais
Quebec Professionals Global EquityJean-François ParisMax D'Alessandro and Robert Blais
Quebec Professionals Short TermJean-François ParisMax D'Alessandro and Robert Blais
November 10, 2005 Capital Intl - Global Discovery ATimothy Armour and Alwyn HeongGordon Crawford and Mark E. Denning
Capital Intl - Global Discov A(US$)Timothy Armour and Alwyn HeongGordon Crawford and Mark E. Denning
Capital Intl - Global Discov D(US$)Timothy Armour and Alwyn HeongGordon Crawford and Mark E. Denning
Capital Intl - Global Discov F(US$)Timothy Armour and Alwyn HeongGordon Crawford and Mark E. Denning
Capital Intl - Global Discovery DTimothy Armour and Alwyn HeongGordon Crawford and Mark E. Denning
Capital Intl - Global Discovery FTimothy Armour and Alwyn HeongGordon Crawford and Mark E. Denning
November 4, 2005 Ethical IncomeIan McKinnonPeter Hargrove
Ethical BalancedGreystone Mgmt. Invest.-Mgmt. TeamTed Macklin
October 31, 2005 Canada Life Gens Glob. Eq (Setanta)Susan SpenceSetanta Asset Management – Mgmt. Team
Canada Life Flex Glob. Eq (Setanta)Susan SpenceSetanta Asset Management – Mgmt. Team
October 13, 2005 Real Assets Social Impact Bal ADeb AbbeyStephen H. MacInnes, CFA, BSc
Real Assets Social Impact Bal MDeb AbbeyStephen H. MacInnes, CFA, BSc
Real Assets Social Leaders ADeb AbbeyStephen H. MacInnes, CFA, BSc
September 30, 2005 Mackenzie Univ Emerg Markets Cap ClRick SchmidtAustin Forey
August 26, 2005 R Global Growth (formerly R Global Equity)Bruno Vanier, Dominique NetterNew Star Institutional – Mgmt. Team
R Global Value (formerly R World Leaders)Bruno Vanier, Dominique NetterBrandywine Asset Mgmt – Mgmt. Team
August 26, 2005 CIBC Core Canadian EquityTom Nowicki, CFADomenic Monteferrante, CFA
Talvest Bond Jeffrey M. WaldmanJohn W. Braive, BComm
Talvest Cdn. Asset AllocationTAL Global Asset Mgmt. – Mgmt. TeamGaelen Morpher, CFA
Talvest Cdn Equity GrowthIan M. H. Joseph, CFAConnor, Clark & Lynn – Mgmt. Team
Talvest Canadian Equity ValueMcLean Budden – Mgmt. TeamGaelen Morpher, CFA
Talvest Cdn. Multi ManagementIan M. H. Joseph, CFA, J. Sebastian Van Berkom, BComm, McLean Budden – Mgmt. Team & Leslie Williams, CFAConnor, Clark & Lynn – Mgmt. Team, Leslie Williams, CFA, Gaelen Morpher, CFA, David Graham and Wellington Management Co. – Mgmt. Team
Talvest Small-Cap Cdn EquityJ. Sebastian Van Berkom, BCommDavid Graham & Wellington Management Co. – Mgmt. Team
Renaissance Canadian BondJeffrey M. WaldmanJohn W. Braive, BComm
August 23, 2005 AIM Core American Equity ClassBruce Harrop, CFA, MBA, Jim Young, CFA, MBA, John W. Ferreby, Carl W. Hafele, Michael C. Heyman, David B. Hiller, Mark W. LattisBruce Harrop, CFA, MBA, Jim Young, CFA, MBA and Heather Pierce, BA
August 23, 2005 Mackenzie Univ Health Sci Cap ClNorm FidelWendy Chua, Ian Ainsworth
Mackenzie Univ Health Sci Cap Cl-BNorm FidelWendy Chua, Ian Ainsworth
Mackenzie Univ Hth Sci CapCp(US$)-ANorm FidelWendy Chua, Ian Ainsworth
Mackenzie Univ Hth Sci CapCp(US$)-BNorm FidelWendy Chua, Ian Ainsworth
August 9, 2005 Investors Cdn. Natural Resource-AKevin NyysolaDom Grestoni & Chris Holden
Investors Cdn. Natural Resource-BKevin NyysolaDom Grestoni & Chris Holden
Investors Cdn. Natural Resource-CKevin NyysolaDom Grestoni & Chris Holden
Investors Glo Natural Resource Cl-A Kevin Nyysola & Jeff HallJeff Hall
Investors Glo Natural Resource Cl-B Kevin Nyysola & Jeff HallJeff Hall
Investors Income Trust Fund-A Kevin Nyysola & Jeff HallJeff Hall
Investors Income Trust Fund-B Kevin Nyysola & Jeff HallJeff Hall
Investors Income Trust Fund-C Kevin Nyysola & Jeff HallJeff Hall
July 25, 2005 MD SelectMclean Budden LimitedBissett Investment Management and Acuity Investment Management
July 12, 2005 Canada Life PC Euro Foc 20(Setanta)James McSweeney and Dr. William KillenJames McSweeney and Graeme Kyle
July 7, 2005 PH&N U.S. Equity-AJeff ClayPhillips, Hager & North - Mgmt. Team
PH&N U.S. Equity-OJeff ClayPhillips, Hager & North - Mgmt. Team
June 27, 2005 Mackenzie Univ Wld Real Est Cap ClHenderson Gl Investors Ltd. - Mgmt. TeamNancy Holland
Mackenzie Univ Sustainable Opp CapHenderson Gl Investors Ltd. - Mgmt. TeamAndrew Preston
June 13, 2005 Sceptre Global EquitySuzann PenningtonIntegrated Investment Mgmt. - Mgmt. Team
Sceptre Balanced GrowthSuzann PenningtonJohn Stittle & Glenn Inamoto
June 13, 2005 Putnam Canadian Balanced-ASceptre Invest. Counsel-Mgmt. TeamIntegrated Investment Mgmt. - Mgmt. Team
Putnam Canadian Balanced-DSceptre Invest. Counsel-Mgmt. TeamIntegrated Investment Mgmt. - Mgmt. Team
May 25, 2005 Dynamic Equity HedgeMorton CohenNoah Blackstein
May 25, 2005 Mutual Discovery FundDavid J. Winters, CFAAnne Gudefin
Mutual Discovery Fund (US$)David J. Winters, CFAAnne Gudefin
Mutual Discovery RSPDavid J. Winters, CFAAnne Gudefin
Mutual Discovery Tax ClDavid J. Winters, CFAAnne Gudefin
Mutual Discovery Tax Cl (US$)David J. Winters, CFAAnne Gudefin
Mutual BeaconDavid J. Winters, CFAMichael Embler
Mutual Beacon (US$)David J. Winters, CFAMichael Embler
Mutual Beacon GIFDavid J. Winters, CFAMichael Embler
Mutual Beacon RSPDavid J. Winters, CFAMichael Embler
Mutual Beacon Tax ClassDavid J. Winters, CFAMichael Embler
Mutual Beacon Tax Class (US$)David J. Winters, CFAMichael Embler
May 13, 2005 Trans GS3 U.S. Equity 75/100Jeffery S. Van HarteGary U. Rolle
Trans GS3 U.S. Equity 75/75Jeffery S. Van HarteGary U. Rolle
Trans GS US EquityJeffery S. Van HarteGary U. Rolle
May 11, 2005 Canada Life Flex Int'l Bond (Lake)Andrew G. Osterback, CFA, BA, BCommThomas Gomes, BComm
Canada Life Gens Int'l Bond (Lake)Andrew G. Osterback, CFA, BA, BCommThomas Gomes, BComm
May 11, 2005 Ethical North American EquityCynthia FrickSenior Research Group-Mgmt Team
May 10, 2005 Hartford U.S. Stock DRand AlexanderSteve T. Irons, CFA, BBA, MBA and Saul J. Pannell, CFA, MBA
May 5, 2005 Fidelity Latin America-AClaudio BrocadoAdam Kutas & Brent Bottamini
Fidelity Latin America-A (US$)Claudio BrocadoAdam Kutas & Brent Bottamini
Fidelity Latin America-BClaudio BrocadoAdam Kutas & Brent Bottamini
Fidelity Latin America-B (US$)Claudio BrocadoAdam Kutas & Brent Bottamini
April 25, 2005 AGF Aggressive Global StockEmery BrewerLynette Schroeder
AGF Aggressive Global Stock (US$)Emery BrewerLynette Schroeder
April 19, 2005 Accumulus North American MomentumFelcom Mgmt Corp. - Mgmt. TeamRobert S. Davies, CFA
April 8, 2005 Mavrix American GrowthMalvin C. SpoonerRay Steele
Mavrix DiversifiedMalvin C. SpoonerJackee Pratt
Mavrix Strategic Small CapMalvin C. SpoonerRoger Dent
April 6, 2005 AIC ValueJonathan WellumJonathan Wellum
AIC Value (US$)John MillerAnthony Hammill
AIC Value Seg (100%) Kevin J. Vandermeer
AIC Value Seg (75%) Kevin J. Vandermeer
AIC RSP Value Kevin J. Vandermeer
AIC Value Corporate ClassJonathan WellumJonathan Wellum
AIC Value Corporate Class (US$)John MillerKevin J. Vandermeer and Anthony Hammill
AIC American BalancedRandy LeClairJonathan Wellum
AIC American Balanced (US$)John MillerRandy LeClair
AIC American Balanced Seg (100%) Kevin J. Vandermeer
AIC American Balanced Seg (75%) Anthony Hammill
AIC RSP American Balanced Anthony Hammill
AIC American Balanced Corp Class Randy LeClairJonathan Wellum
AIC American Balanced Corp Cl (US$)John MillerRandy LeClair, Kevin J. Vandermeer and Anthony Hammill
April 6, 2005 Altamira Global DiscoveryPascal DuquetteGerald Smith
March 30, 2005 AIC American FocusedLarry SarbitJames Cole
AIC American Focused (US$)Larry SarbitJames Cole
AIC RSP American FocusedLarry SarbitJames Cole
AIC American Focused Corp ClassLarry SarbitJames Cole
AIC American Focused PlusLarry SarbitJames Cole
AIC American Focused Seg (100%)Larry SarbitJames Cole
AIC American Focused Seg (75%)Larry SarbitJames Cole
March 29, 2005 GGOF Enterprise ClassicMichael Weir, CFA, BAMartin D. Ferguson, CFA, B.Comm.
GGOF Enterprise MutualMichael Weir, CFA, BAMartin D. Ferguson, CFA, B.Comm.
March 21, 2005 Emissary Canadian EquityOpus 2 Financial Inc.Bissett Investment Management
March 11, 2005 CDA Balanced (PH&N) KBSH Capital ManagementPhillips, Hager & North Inv Mgmt
CDA Balanced NR (PH&N) KBSH Capital ManagementPhillips, Hager & North Inv Mgmt
February 22, 2005 Mackenzie Sel Mgr Far East CapDaniel Chan, Richard Muckhart, Heather Manners, Raymond Chan and Angus CouplandDaniel Chan, Richard Muckhart, Heather Manners, Raymond Chan and Victor Lee
February 10, 2005 BPI American EquityJohn BichelmeyerRobert Beckwitt
BPI Amer Equity Sector (US$)John BichelmeyerRobert Beckwitt
BPI Amer Equity Sector SharesJohn BichelmeyerRobert Beckwitt
BPI American Equity (US$)John BichelmeyerRobert Beckwitt
BPI American Equity Account (IA)John BichelmeyerRobert Beckwitt
BPI American Equity Account (VC)John BichelmeyerRobert Beckwitt
BPI American Equity GIF-AJohn BichelmeyerRobert Beckwitt
BPI American Equity GIF-BJohn BichelmeyerRobert Beckwitt
BPI American Equity RSPJohn BichelmeyerRobert Beckwitt
BPI American Equity RSP GIF-AJohn BichelmeyerRobert Beckwitt
BPI American Equity RSP GIF-BJohn BichelmeyerRobert Beckwitt
BPI American Equity Seg IJohn BichelmeyerRobert Beckwitt
BPI American Equity Seg IIJohn BichelmeyerRobert Beckwitt
February 10, 2005 IG AGF Asian Growth-ADavid ChanEng Hock Ong
IG AGF Asian Growth Class-BDavid ChanEng Hock Ong
IG AGF Asian Growth Class-ADavid ChanEng Hock Ong
February 7, 2005 Van Arbor Canadian AdvantageLarry O'Brien and David WeihDejan Kukic
Van Arbor US Advantage (US$)Larry O'Brien and David WeihDejan Kukic
February 2, 2005 Ethical IncomeJim LorimerIan McKinnon
January 31, 2005 AIM Canadian First ClassRoger MortimerGlen Hilton
January 26, 2005 BPI American Equity *†BPI Global Asset Management LLPTrilogy Advisors, LLCJohn Bichelmeyer
BPI Global Equity *†BPI Global Asset Management LLP Trilogy Advisors, LLCW. Sterling, R. Beckwitt, G. Gigliotti
BPI International Equity *†BPI Global Asset Management LLPTrilogy Advisors, LLCW. Sterling, R. Beckwitt, G. Gigliotti
BPI Global OpportunitiesBPI Global Asset Management LLPTrident Investment Management, LLCNandu Narayanan
BPI Global Opportunities IIBPI Global Asset Management LLPTrident Investment Management, LLCNandu Narayanan
BPI Global Opportunities III *BPI Global Asset Management LLPTrident Investment Management, LLCNandu Narayanan
BPI American Opportunities *BPI Global Asset Management LLPTrident Investment Management, LLCNandu Narayanan
CI Emerging Markets *†Trident Investment Management, LLCPTrilogy Advisors, LLCPablo Salas
CI Pacific *†Trident Investment Management, LLCEpoch Investment Partners, IncWilliam Priest, Daniel Geber
CI Asian DynastyTrident Investment Management, LLCEpoch Investment Partners, IncWilliam Priest, Daniel Geber
CI Japanese Sector Shares * Trident Investment Management, LLCEpoch Investment Partners, IncWilliam Priest, Daniel Geber
CI Global Manager Sector SharesBPI Global Asset Management LLPTrilogy Advisors, LLCW. Sterling, R. Beckwitt, G. Gigliotti
CI American Managers SectorBPI Global Asset Management LLPTrilogy Advisors, LLCJohn Bichelmeyer
December 31, 2004 Mavrix Sierra EquityMalvin C. SpoonerMark Riedl
December 30, 2004 Excel India China RSPMontrusco Bolton Inc.-Mgmt TeamArthur M. Heinmaa
December 22, 2004 Trimark Diversified Income ClassRoger Mortimer, Rob Leslie and Glen HiltonDon Simpson, Rory Ronan, Rex Chong and Anthony Imbesi
December 21, 2004 BMO U.S. Dollar Money Market (US$)Randall RoytherPeter Arts
BMO International EquityHartmut Giesecke (Removed)John M.N. Mant & Seung Kwak (2 new managers added)
December 14, 2004 Mutual Discovery FundTimothy RankinDavid Segal
Mutual Discovery Fund (US$)Timothy RankinDavid Segal
Mutual Discovery RSPTimothy RankinDavid Segal
Mutual Discovery Tax ClTimothy RankinDavid Segal
Mutual Discovery Tax Cl (US$)Timothy RankinDavid Segal
Mutual BeaconTimothy RankinCharles Lahr
Mutual Beacon (US$)Timothy RankinCharles Lahr
Mutual Beacon GIFTimothy RankinCharles Lahr
Mutual Beacon RSPTimothy RankinCharles Lahr
Mutual Beacon Tax ClassTimothy RankinCharles Lahr
Mutual Beacon Tax Class (US$)Timothy RankinCharles Lahr
Bissett All Canadian Focus A Jason Hornett
Bissett All Canadian Focus F Jason Hornett
Bissett All Cdn Focus TC-A DSC Jason Hornett
Bissett All Cdn Focus TC-F Jason Hornett
December 2, 2004 IG FI Canadian Allocation-AJeff MooreDavid Prothro
IG FI Canadian Allocation-BJeff MooreDavid Prothro
IG FI Canadian Allocation-CJeff MooreDavid Prothro
November 15, 2004 Synergy American MomentumDavid K. PictonSynergy Asset Mgmt. – Team
Synergy American Momentum (US$)David K. PictonSynergy Asset Mgmt. – Team
Synergy American Momentum RSPDavid K. PictonSynergy Asset Mgmt. – Team
Synergy Canadian Momentum ClassDavid K. PictonSynergy Asset Mgmt. – Team
Synergy Canadian Momentum SectorDavid K. PictonSynergy Asset Mgmt. – Team
Synergy Cdn. Style Mgmt. ClassPeter J. Hodson, David K. Picton, Kim ShannonSynergy Asset Mgmt. – Team
Synergy Extreme Canadian EquityPeter J. Hodson, David K. Picton, Andrew S. McCreathSynergy Asset Mgmt. – Team
Synergy Extreme Global EquityMichael Mahoney, David K. Picton, Andrew S. McCreath, Robert Treich and Tom MarsicoSynergy Asset Mgmt. – Team
Synergy Extreme Global Equity (US$)Michael Mahoney, David K. Picton, Andrew S. McCreath, Robert Treich and Tom MarsicoSynergy Asset Mgmt. – Team
Synergy Extreme Global Equity RSPMichael Mahoney, David K. Picton, Andrew S. McCreath, Robert Treich and Tom MarsicoSynergy Asset Mgmt. – Team
Synergy Global Momentum ClassMichael MahoneySynergy Asset Mgmt. – Team
Synergy Global Momentum Class (US$)Michael MahoneySynergy Asset Mgmt. – Team
Synergy Global Momentum RSPMichael MahoneySynergy Asset Mgmt. – Team
Synergy Global Style Mgmt. ClassWilliam Sterling, David K. Picton, Michael Mahoney, John Hock, Bill Miller, William PriestSynergy Asset Mgmt. – Team
October 22nd, 2004 Dynamic Global Small Cap ValueGoodman & Company - Mgmt.TeamDavid Fingold
Dynamic Power Small CapRohit SehgalRohit Sehgal and Alexander Lane
October 15th, 2004 AIM European GrowthDominic WallingtonClas G. Olsson
AIM European Growth (US$) Jason T. Holzer
AIM European Growth Class Borge Endersen
AIM European Growth Class (US$) Matt Dennis
AIM Indo-PacificHenry ChanPaul Chesson
AIM Indo-Pacific (US$) Stuart Parks
October 5th, 2004 Dynamic U.S. Small Cap ValueMario GabelliGoodman & Company – Mgmt. Team
Dynamic International Value ClassTim Sanderson, Todd Beallor, Chuk WongTodd Beallor, Chuk Wong
October 5th, 2004 AIM Global Health SciencesThomas R. WaldHeather Peirce
AIM Global Health Sciences (US$)Scott Breaux and Brent OlsonJim Young
AIM Global Health Sci ClassThomas R. WaldHeather Peirce
AIM Global Health Sci Class (US$)Scott Breaux and Brent OlsonJim Young
October 5th, 2004 London Life European Equity (S)Sceptre Invest. Counsel – Mgmt. TeamSetanta Asset Management – Mgmt. Team
October 1st, 2004 Maritime Life Aggressive Equity-A&C Alex Sasso, BComm, CFAChristian Cyr, CFA
Maritime Life Aggressive Equity-BAlex Sasso, BComm, CFAChristian Cyr, CFA
Maritime Life Cdn Small Cap A&C Brad Cann, CFA, MBATed Whitehead, B.Comm, CFA
Maritime Life Cdn Small Cap-BBrad Cann, CFA, MBATed Whitehead, B.Comm, CFA
Maritime Life Cdn Growth-RBrian Trenholm, MBATed Whitehead, B.Comm, CFA
Maritime Life Cdn Growth II-RBrian Trenholm, MBATed Whitehead, B.Comm, CFA
September 29, 2004 Altamira Special GrowthAlex SassoChristian Cyr
Altamira Select AmericanAlex Sasso, Bill Onslow and Craig MillarRobert Beauregard, Christian Cyr and Craig Millar
Altamira Global Small Co.Alex Sasso and Craig MillarRobert Beauregard, Christian Cyr and Craig Millar
September 21, 2004 Clarica BalancedAIM Trimark Invest Mgmt. - Mgmt. TeamGerald F. Coleman
Clarica Cdn Large Cap ValueAIM Trimark Invest Mgmt. - Mgmt. TeamGerald F. Coleman
Clarica Global Large Cap ValueAIM Trimark Invest Mgmt. - Mgmt. TeamGerald F. Coleman & Stephen Jenkins
CI Canadian Small CapRobert Tattersall, CFA, MBA, MAKim Shannon, MBA, CFA
Synergy Cdn. Style Mgmt. ClassRobert Tattersall, CFA, MBA, MAKim Shannon, MBA, CFA
Synergy Tactical Asset AllocationRobert Tattersall, CFA, MBA, MAKim Shannon, MBA, CFA
August 18, 2004 Mawer Canadian BondGary J. FelthamMichael Crofts
August 12, 2004 Northwest EAFEABN AMRO Asset Management - Mgmt. Team, Sanford C. Bernstein - Mgmt TeamJenny Witterick
August 6, 2004 AIM Global Health Sci ClassAndy SummersScott Breaux and Brent Olson
AIM Global Health Sci Class (US$)Andy SummersScott Breaux and Brent Olson
AIM Global Health SciencesAndy SummersScott Breaux and Brent Olson
AIM Global Health Sciences (US$)Andy SummersScott Breaux and Brent Olson
August 4, 2004 OTG Money MarketAMI Partners-Mgmt TeamAEGON Capital Management Inc.-Mgmt. Team
OTG DiversifiedAMI Partners-Mgmt TeamAEGON Capital Management Inc.-Mgmt. Team
OTG BalancedAMI Partners-Mgmt TeamAEGON Capital Management Inc.-Mgmt. Team
OTG GrowthAMI Partners-Mgmt TeamJones Heward Invest.- Mgmt. Team
OTG DividendAMI Partners-Mgmt TeamJones Heward Invest.- Mgmt. Team
OTG Mortgage & IncomeAMI Partners-Mgmt TeamHSBC Asset Mgmt. (Canada) - Mgmt. Team
OTG Global ValueAMI Partners-Mgmt TeamHSBC Asset Mgmt. (Canada) - Mgmt. Team
August 3, 2004 CI EuropeanNandu NarayananGreg Gigliotti
CI European (US$)Nandu NarayananGreg Gigliotti
CI European Sector SharesNandu NarayananGreg Gigliotti
CI European Sector Share (US$)Nandu NarayananGreg Gigliotti
CI European RSPNandu NarayananGreg Gigliotti
Clarica MVP European GrowthNandu NarayananGreg Gigliotti
Clarica SF CI EuropeanNandu NarayananGreg Gigliotti
Clarica SF CI European ANandu NarayananGreg Gigliotti
July 30, 2004 Mackenzie Univ Wld Emer Gwth Cap ClDivya MathurRick Schmidt
Mackenzie Univ Wld Emer GwCp(US$)-ADivya MathurRick Schmidt
Mackenzie Univ Wld Emer Gwth Cap-MDivya MathurRick Schmidt
July 19, 2004 AIC Canadian FocusedMichael Lee-Chin and James ColeJames Cole
AIC Canadian Focused Corporate ClMichael Lee-Chin and James ColeJames Cole
AIC Canadian BalancedMichael Lee-Chin, Randy LeClair and James ColeRandy LeClair and James Cole
July 19, 2004 GWL Int'l Equity (P) DSCPutnam Investment - Mgmt. TeamPUBS Glbl Asset Mgmt (Cda) Co. -Mgmt Team
GWL Int'l Equity (P) NLPutnam Investment - Mgmt. TeamPUBS Glbl Asset Mgmt (Cda) Co. -Mgmt Team
GWL Equity (S) DSCSceptre Invest. Counsel - Mgmt. Team Bissett Investment Mgmt. - Mgmt. Team
GWL Equity (S) NLSceptre Invest. Counsel - Mgmt. TeamBissett Investment Mgmt. - Mgmt. Team
GWL Bond (S) DSCSceptre Invest. Counsel - Mgmt. TeamLondon Life Investment - Mgmt. Team
GWL Bond (S) NLSceptre Invest. Counsel - Mgmt. TeamLondon Life Investment - Mgmt. Team
GWL Int'l Opportunity (P) DSCPutnam Investment - Mgmt. TeamFleming Asset Management - Mgmt. Team
GWL Int'l Opportunity (P) NLPutnam Investment - Mgmt. TeamFleming Asset Management - Mgmt. Team
GWL International Bond (P) DSCPutnam Investment - Mgmt. TeamBrandywine Asset Mgmt-Mgmt Team
GWL International Bond (P) NLPutnam Investment - Mgmt. TeamBrandywine Asset Mgmt-Mgmt Team
GWL European Equity (S) DSCSceptre Invest. Counsel - Mgmt. TeamSetanta Asset Managament - Mgmt. Team
GWL European Equity (S) NLSceptre Invest. Counsel - Mgmt. TeamSetanta Asset Managament - Mgmt. Team
July 8, 2004 Investors North American GrowthPaul Hancock, Bill Chornous and Lambros PiscoposPaul Hancock and Bill Chornous
Investors North American Gwth ClPaul Hancock, Bill Chornous and Lambros PiscoposPaul Hancock and Bill Chornous
Investors U.S. Large Cap GrowthLambros PiscoposDom Grestoni
Investors U.S. Large Cap Gro ClsLambros PiscoposDom Grestoni
June 30, 2004 AGF China Focus ClassRaymond TseKeith Cheung
June 28, 2004 Ethical GrowthMartin Gerber & Larry LunnRobert Hammill
June 22, 2004 All-Canadian CapitalFundMichael A. Parente, J. C. Stefan Spicer and J. L. Michele SpicerPeter Kistemaker and Mark Mullins
All-Canadian CompoundMichael A. Parente, J. C. Stefan Spicer and J. L. Michele SpicerPeter Kistemaker and Mark Mullins
All-Canadian Resources Corp.All-Canadian Mgmt. - Mgmt. TeamPeter Kistemaker and Mark Mullins
June 21, 2004 MDPIM US Equity Pool (Cl A)Lancet Asset Mgmt. Inc. - Mgmt. TeamNWQ Investment Mgmt. - Mgmt. Team and Jensen Investment Mgmt-Mgmt Team
MDPIM Canadian Equity Pool (Cl A)Lancet Asset Mgmt. Inc. - Mgmt. TeamHowson Tattersall - Mgmt. Team
June 9, 2004 CI Landmark CanadianDerek H. Webb & Robert DaviesDavid K. Picton
CI Landmark AmericanDerek H. Webb & Robert DaviesDavid K. Picton
CI Landmark American Sector SharesDerek H. Webb & Robert DaviesDavid K. Picton
CI Landmark Global SectorDerek H. Webb & Robert DaviesDavid K. Picton
CI TactonicsDerek H. WebbDavid K. Picton
CI American Managers SectorDerek H. Webb, Robert Davies & William PriestDavid K. Picton
CI Landmark Global OpportunitiesDerek H. WebbJohn Hock
June 9, 2004 Dominion Equity ResourceDean ProdanWilliam Bonner
May 19, 2004 CI Canadian BondJ. Zechner Associates IncSignature Funds Group
CI Long-Term BondJ. Zechner Associates IncSignature Funds Group
CI Short-Term BondJ. Zechner Associates IncSignature Funds Group
Clarica Premier BondJ. Zechner Associates IncSignature Funds Group
May 5, 2004 Trimark Fund – SC, Trimark Fund (US$)Richard Jenkins, MBA; Bill Kanko, CFATye Bousada, CFA; Dana Love, MSc
Trimark Fund – A, Trimark Fund - A (US$)Judith Adams, CFA, MBA, MSc; Tye Bousada, CFATye Bousada, CFA; Dana Love, MSc
Trimark RSP Fund Tye Bousada, CFA; Dana Love, MSc
May 5, 2004 Fidelity Global Opportunities-ABahaa Fam, Bill Fink and Kevin McCareyBahaa Fam, Mike Jenkins and Kevin McCarey
May 4, 2004 AGF Aggressive Japan ClassToshiyuki FukushimaTakeshi Yamaguchi, CMA
April 30, 2004 AIM Global Theme ClassJason T. Holzer and Barrett K. SidesEric Thaller
AIM Global Theme Class (US$)Jason T. Holzer and Barrett K. SidesEric Thaller
AIM Core Global Equity ClassJason T. Holzer and Barrett K. SidesEric Thaller
AIM Core Global Equity Class (US$)Jason T. Holzer and Barrett K. SidesEric Thaller
April 28, 2004 Paradigm Mkt Neutral PreservationDr. James Park (Sub-Advisor)Boaz Manor
Paradigm Mkt Neutral Preservation IIDr. James Park (Sub-Advisor)Boaz Manor
April 1, 2004 Ethical Money MarketJim Lorimer, BACentral Financial Corp. – Mgmt Team
March 29, 2004Mackenzie Univ International StockNick PetersManraj Sekhon, CFA
Mackenzie Univ Intl Stock Cap ClassNick PetersManraj Sekhon, CFA
Mackenzie Univ RSP Internat'l StockNick PetersManraj Sekhon, CFA
Mackenzie Sel Mgr Intl Cap Cl Manraj Sekhon, CFA
Mackenzie Sel Mgrs Cda Capital Manraj Sekhon, CFA
Mackenzie Select Managers Cda Manraj Sekhon, CFA
March 26, 2004 AGF Cdn Small CapGerard Ferguson, HBA, CFACharles Oliver, CFA
March 24, 2004 CI Global Biotechnology SectorMaxim JacobsBradley Wilds
CI Global Biotechnology RSPMaxim JacobsBradley Wilds
CI Global Biotech Sector (US$)Maxim JacobsBradley Wilds
March 22, 2004 Meritas International EquityMartina O. Vasconcelles, MBA, BA and Kathleen Harris, MBABrian McMahon and William Fries, CFA and Brad Kinkelaar
March 18, 2004 Maritime Life All American Port-A&C Bernice S. Behar, CFAJamie Rome, CFA
Maritime Life All American Port-BBernice S. Behar, CFAJamie Rome, CFA
March 18, 2004 Maritime Life Discovery-A&C Anurag Pandit, CFA and Thomas P. Norton, CFAJamie Rome, CFA
Maritime Life Discovery-BAnurag Pandit, CFA and Thomas P. Norton, CFAJamie Rome, CFA
March 11, 2004 BMO Emerging MarketsAustin ForeyEdward D. Baker III
BMO JapaneseYukiko SugimotoJohn Millar
BMO International EquityJoshua L. Byrne, Simon DavisDavid I. Fisher, Hartmut Giesecke, Arthur J. Gromadzki, Richard N. Havas, Nancy J. Kyle, Christopher A. Reed, Lionel M. Sauvage, Nilly Sikorsky, Rudolf M. Staehlin
February 10, 2004 GWL Balanced (AT) DSCMackenzie Financial - Mgmt. TeamAIM Trimark Invest Mgmt. - Mgmt. Team
GWL Balanced (M) NLMackenzie Financial - Mgmt. TeamAIM Trimark Invest Mgmt. - Mgmt. Team
GWL Dividend/Growth (M) DSCMackenzie Financial - Mgmt. TeamAIM Trimark Invest Mgmt. - Mgmt. Team
GWL Dividend/Growth (M) NLMackenzie Financial - Mgmt. TeamAIM Trimark Invest Mgmt. - Mgmt. Team
February 6, 2004 Maritime Life Global Equity-A&C John L. F. Wills, Miren Etcheverry, Gerardo EspinozaSEAMARK Asset - Mgmt. Team. and Boston Partner Asset - Mgmt. Team
Maritime Life Pacific Basin-A&C John L. F. Wills, Miren Etcheverry, Gerardo EspinozaHugh Simon and Vincent Cheng
February 5, 2004 University Avenue BalancedMichael SpengemannAll-Canadian Mgmt. – Mgmt Team
University Avenue CanadianMichael SpengemannAll-Canadian Mgmt. – Mgmt Team
University Avenue GrowthMichael SpengemannAll-Canadian Mgmt. – Mgmt Team
University Avenue MoneyT.H. & A. BodnarAll-Canadian Mgmt. – Mgmt Team
University Avenue US Small CapLarry Jeddeloh, MBAAll-Canadian Mgmt. – Mgmt Team
University Avenue WorldLarry Jeddeloh, MBAAll-Canadian Mgmt. – Mgmt Team
February 3, 2004 Clarington U.S. GrowthAndrew GallagherTony Genua and Paul O'Neil
February 3, 2004 Astra AIC Canadian EquityJonathan Wellum, CFA, MBAMcLean Budden - Mgmt. Team
February 3, 2004 GWB Canadian Wealth BuilderKen TriderIan Madsen
GWB High Income Wealth BuilderKen TriderIan Madsen
January 27, 2004 Optima Strategy Glob Fxd Inc PoolAssante Asset Management Ltd.Trilogy Advisors, LLC
Optima Strategy RSP Glo Fx Inc PoolAssante Asset Management Ltd.Trilogy Advisors, LLC
Optima Strategy Short Term Inc PoolAssante Asset Management Ltd.CI Mutual Funds
Optima Strategy Cdn Fixed Inc PoolAssante Asset Management Ltd.CI Mutual Funds
January 26, 2004 Scotia Total ReturnMontrusco Bolton Inc.Connor, Clark & Lunn - Mgmt. Team
Scotia Global GrowthMontrusco Bolton Inc.Capital International - Mgmt. Team
January 20, 2004 Synergy American Growth ClassTom MarsicoBill Miller, CFA
Synergy American Growth RSPTom MarsicoBill Miller, CFA
Synergy Global Growth ClassTom Marsico & Jim GendelmanWilliam Sterling, PhD
Synergy Global Growth RSPTom Marsico & Jim GendelmanWilliam Sterling, PhD
January 16, 2004 MD BalancedInvesco Glbl Mgmt. Team AtlantaWalter Scott and Partners - Mgmt. Team
January 16, 2004 Disciplined Leadership Cdn EquityDavid BurrowsBruce Hartman
Disciplined Leadership High IncomeDavid BurrowsBruce Hartman
Disciplined Leadership US Equ (US$)David BurrowsBruce Hartman
January 13, 2004 CIBC Canadian Small CompaniesDavid Graham, Stephen CaldwellJennifer Law
CIBC Capital AppreciationDavid Graham, Stephen CaldwellJennifer Law
CIBC N. A. DemographicsStephen KahnSusan Da Sie
January 13, 2004 Accumulus N.A. Index Momentum RSPDavid PassalentFelcom Mgmt Corp. - Mgmt. Team
January 6, 2004 Redwood EnergyMark MaxwellMark L Arthur
December 15, 2003 CI ExplorerJohn SartzPeter J. Hodson
CI Explorer SectorJohn SartzPeter J. Hodson
CI Explorer Sector (US$)John SartzPeter J. Hodson
CI Explorer Seg IIJohn SartzPeter J. Hodson
CI Explorer Segregated IJohn SartzPeter J. Hodson
CI World EquityDavid Mannheim & Marcus L. SmithJohn Hock
December 15, 2003 Commonwealth World Balanced LtdCDP Capital - Mgmt. TeamMichael McHugh
Commonwealth World Balanced (US$)CDP Capital - Mgmt. TeamMichael McHugh
Dynamic Canadian BondCDP Capital - Mgmt. TeamMichael McHugh
Dynamic Canadian Dividend LtdCDP Capital - Mgmt. TeamDavid Taylor
Dynamic Canadian Government BondCDP Capital - Mgmt. TeamMichael McHugh
Dynamic Value BalancedCDP Capital - Mgmt. TeamMichael McHugh
November 25, 2003 Trimark EnterpriseCatherine (Kiki) DelaneyIan Hardacre
November 4, 2003 Synergy Canadian Growth ClassAndrew McCreathDavid Picton
Synergy Canadian IncomeSuzann PenningtonEric Bushell & Ben Cheng & James Dutkiewicz
Synergy Cdn. S.T. Income ClassSuzann PenningtonJames Dutkiewicz
Synergy Cdn. Style Mgmt. ClassAndrew McCreath & Suzann PenningtonKim Shannon & Robert Tattersall
Synergy Canadian Value ClassSuzann PenningtonKim Shannon
Synergy Global Short-Term Income ClMichael MahoneyJames Dutkiewicz
Synergy Glo Short-Term Inc Cl (US$)Michael MahoneyJames Dutkiewicz
Synergy Global Value ClassWilliam FriesJohn Hock
Synergy Global Value Class (US$)William FriesJohn Hock
Synergy Global Value RSPWilliam FriesJohn Hock
Synergy Global Style Mgmt. ClassJohn Hock & William PriestMichael McLaughlin
Synergy Global Style Management RSPJohn Hock & William PriestMichael McLaughlin
Synergy Global Style Mgmt Cl (US$)John Hock & William PriestMichael McLaughlin
Synergy Tactical Asset AllocationSuzann PenningtonEric Bushell & Ben Cheng & James Dutkiewicz
October 28, 2003 CDA Money Market (Fiera)Elantis – Mgmt TeamFiera Capital Management Team
CDA Bond & Mortgage (Fiera)Elantis – Mgmt TeamFiera Capital Management Team
October 17, 2003 GWB Canadian Wealth BuilderAlan GunnKen Trider
GWB Global Wealth BuilderAlan GunnKen Trider
GWB High Income Wealth BuilderAlan GunnKen Trider
October 16, 2003Talvest U.S. Equity FundAlan N. HoffmanJohn C. Leonard
Thomas M. Cole
Thomas J. Digeman of UBS Global Asset Management (Canada) Co
September 17, 2003MD GrowthFranklin Templeton Mgmt- Mgmt. TeamFranklin Templeton Mgmt- Mgmt. Team (lead)
Howson Tattersall - Mgmt. Team
Walter Scott and Partners - Mgmt. Team
Brandes Invstmt Partners & Co.
August 7, 2003 CI American GrowthPeggy AdamsBill Miller, CFA
CI European GrowthMFS Institutional Adv - Mgmt TeamNandu Narayanan
CI Canadian StockDavid Antonelli, MBA, CPAEric B. Bushell, BA, CFA
July 29, 2003 AIC Diver Sci & Tech Corp Cl (US$)Ronald Elijah, MBAJonathan Wellum
AIC Diver Science & Tech (US$)Roderick Berry, MBAJonathan Wellum
AIC Diver Science & Tech Corp ClassJonathan WellumJonathan Wellum
AIC Diver Science & TechnologyJonathan Wellum
AIC RSP Diver Science & TechnologyJonathan Wellum
July 23, 2003MD U.S. Small Cap GrowthDouglas S. Foreman, Charles Larsen, CFA, CIC and Nicholas J. CapuanoWestfield Capital Mgmt. Team
MD BalancedJarislowsky Fraser - Mgmt. TeamInvesco Glbl Mgmt. Team Atlanta
July 22, 2003Horizons Tactical HedgeCornerstenp Trading Co.IIU Mgmt. Team and Cornerstone Trading Mgmt. Team
July 22, 2003Horizons Tactical HedgeCornerstenp Trading Co.IIU Mgmt. Team and Cornerstone Trading Mgmt. Team
July 21, 2003TD Canadian ValueJohn Pepperell, CFARachel Kizell and Doug Warwick, BA, CFA
July 21, 2003TD BalancedSatish Rai, BMath, CFA and Geoff Wilson, BCommGeoff Wilson, BComm and Rachel Kizell
July 16, 2003Mavrix American GrowthGreg Edwards and YMG Capital management IncMavrix Fund Management Inc. - Mgmt. Team
July 10, 2003Trimark EnterpriseRobert Mikalachki, CFA and Keith GrahamRobert Mikalachki, CFA
June 20, 2003Talvest Global Small Cap RSPCatherine Somhegyi, BSC, MBA Manager of Nicholas Applegate Capital ManagementJamie Rome & Ed Makin of Wellington Management Company LLP
Talvest Global Small CapCatherine Somhegyi, BSC, MBA Manager of Nicholas Applegate Capital ManagementJamie Rome & Ed Makin of Wellington Management Company LLP
June 9, 2003Counsel Select SectorBill R. Keither, John Hock, John Schroer, Stephen WaiteAIM Funds Mgmt. - Mgmt. Team, CI Global Advisors LLP - Mgmt. Team
Counsel Select Sector RSPBill R. Keither, John Hock, John Schroer, Stephen WaiteAIM Funds Mgmt. - Mgmt. Team, CI Global Advisors LLP - Mgmt. Team
Counsel ManagedGerry ConnorJohn Poulter
June 5, 2003Trimark Canadian Small CompaniesG. Keith Graham, MBA, CFARobert Mikalachki, CFA
Trimark U.S. Small Companies ClassRobert Mikalachki, CFAGeoff MacDonald, MBA, CFA, BBA
Trimark U.S. Small Comp Cl (US$)Rex Chong, CFA, MBAGeoff MacDonald, MBA, CFA, BBA
Trimark Income Growth – SCVince Hunt, CFARex Chong, CFA, MBA
Trimark Income Growth – DSCG. Keith Graham, MBA, CFAVince Hunt, CFA
June 5, 2003TD Global RSP BondSatish RaiDavid McCulla (with existing Lead Manager Geoff Wilson)
TD Short-Term BondSatish RaiDavid McCulla (with existing Lead Manager Geoff Wilson)
TD BalancedSatish RaiRachel Kizell (with existing Lead Manager Geoff Wilson)
TD Canadian IndexThomas KainTerry Horaski (existing Lead Manager)
May 25, 2003Mackenzie BalancedChris Kresic, CFATimothy Gleeson, CFA, Mark Faircloth and John Soukas
May 9, 2003MIX AIM American Mid Cap Growth ClRobert M. KippesDavid Pointer & Ronald Sloan
May 1, 2003Maritime Life Canada 60 Index-A&C Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life Canada 60 Index-BRobert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life Canada 60 Index-R Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life Europe-A&C Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life Europe-B Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life Eurasia-A&C Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life Eurasia-B Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life S&P 500-A&C Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life S&P 500-B Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life U.S. 500 Index-A&C Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life U.S. 500 Index-B Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life U.S. 500 Index-R Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
May 1, 2003Royal BondJim DavisRBC Global Investment Mgmt. - Mgmt. Team
Royal Global BondJim DavisRBC Global Investment Mgmt. - Mgmt. Team
Royal Global BalancedJim DavisRBC Global Investment Mgmt. - Mgmt. Team
RBC Advisor Global Balanced ClassJim DavisRBC Global Investment Mgmt. - Mgmt. Team
April 21, 2003Cote 100 ExcelPierre Vaudrin/Andre BenoitMarc L’Ecuyer
Cote VTA American Equity (US$)Pierre Vaudrin/Andre BenoitMarc L’Ecuyer
Cote VTA Asset AllocationPierre Vaudrin/Andre BenoitMarc L’Ecuyer
Cote VTA Canadian EquityPierre Vaudrin/Andre BenoitMarc L’Ecuyer
Cote VTA IncomePierre Vaudrin/Andre BenoitMarc L’Ecuyer
April 3, 2003Altamira High Yield BondDorothea MellNatcan Investment Mgmt.
April 2, 2003AGF IndiaAsha Wagle/Jay MitraPatricia Perez-Coutts
April 1, 2003RBC Advisor Global Resources SectorJohn EmbryGordon Zive
Royal Global Resources SectorJohn EmbryGordon Zive
Royal BalancedJohn EmbryJohn Kellett
Royal Canadian EquityJohn EmbryJohn Kellett
Royal Precious MetalsJohn EmbryGordon Zive
March 6, 2003AIC Glo Advantage Seg (100%)Neil MurdochJonathan Wellum
AIC Glo Advantage Seg (75%)Neil MurdochJonathan Wellum
AIC Global AdvantageNeil MurdochJonathan Wellum
AIC Global Advantage (US$)Neil MurdochJonathan Wellum
AIC Global Advantage Corp Cl (US$)Neil MurdochJonathan Wellum
AIC Global Advantage Corporate ClNeil MurdochJonathan Wellum
AIC RSP Global AdvantageNeil MurdochJonathan Wellum
AIC RSP World EquityNeil MurdochAnne-Mette de Place Filippini
AIC World EquityNeil MurdochAnne-Mette de Place Filippini
AIC World Equity (US$)Neil MurdochAnne-Mette de Place Filippini
AIC World Equity Corporate Cl (US$)Neil MurdochAnne-Mette de Place Filippini
AIC World Equity Corporate ClassNeil MurdochAnne-Mette de Place Filippini
AIC World Equity Seg (100%) Neil MurdochAnne-Mette de Place Filippini
AIC World Equity Seg (75%)Neil MurdochAnne-Mette de Place Filippini
February 24, 2003Clarica EquifundNatCan Investment Mgmt. - Mgmt. TeamEric B. Bushell
Clarica Canadian Blue ChipNatCan Investment Mgmt. - Mgmt. TeamEric B. Bushell
Clarica Canadian Blue Chip ANatCan Investment Mgmt. - Mgmt. TeamEric B. Bushell
Clarica SF Canadian Blue ChipNatCan Investment Mgmt. - Mgmt. TeamEric B. Bushell
Clarica SF Canadian Blue Chip ANatCan Investment Mgmt. - Mgmt. TeamEric B. Bushell
Clarica IncomePerigee Investment Counsel - Mgmt. TeamJeffrey S. Herold
Clarica Income APerigee Investment Counsel - Mgmt. TeamJeffrey S. Herold
Clarica SF IncomePerigee Investment Counsel - Mgmt. TeamJeffrey S. Herold
Clarica SF Income APerigee Investment Counsel - Mgmt. TeamJeffrey S. Herold
Clarica Premier BondPerigee Investment Counsel - Mgmt. TeamJeffrey S. Herold
Clarica Premier Bond APerigee Investment Counsel - Mgmt. TeamJeffrey S. Herold
Clarica SF Premier BondPerigee Investment Counsel - Mgmt. TeamJeffrey S. Herold
Clarica SF Premier Bond APerigee Investment Counsel - Mgmt. TeamJeffrey S. Herold
February 3, 2003Talvest Cdn. Equity Leaders FundSharon M. RansonMclean Budden Management team
January 30, 2003Mackenzie Univ RSP U.S. Blue ChipPaul BaranJames Wineland
Mackenzie Univ U.S. Blue ChipPaul BaranJames Wineland
Mackenzie Univ U.S. Blue Chip (US$)Paul BaranJames Wineland
Mackenzie Univ U.S. Blue Chip SegPaul BaranJames Wineland
Mackenzie Univ US Blue Chip CapitalPaul BaranJames Wineland
Mackenzie Univ RSP Select ManagersPaul BaranDaniel Becker and Philip Sanders
Mackenzie Univ Sel Mgrs Cap ClassPaul BaranDaniel Becker and Philip Sanders
Mackenzie Univ Sel Mgrs USA Cap-BPaul BaranDaniel Becker and Philip Sanders
Mackenzie Univ Sel Mgrs USA CapitalPaul BaranDaniel Becker and Philip Sanders
Mackenzie Univ Select Manager SegPaul BaranDaniel Becker and Philip Sanders
Mackenzie Univ Select ManagersPaul BaranDaniel Becker and Philip Sanders
Mackenzie Univ Select Managers(US$)Paul BaranDaniel Becker and Philip Sanders
January 20, 2003 Fidelity Europe ClassThierry SereroIan Hart
Fidelity Europe-AThierry SereroIan Hart
Fidelity Europe-A (US$)Thierry SereroIan Hart
Fidelity RSP Europe-AThierry SereroIan Hart
January 13, 2003 Fidelity Latin America-AMargaret ReynoldsClaudio Brocado
Fidelity Latin America-A (US$)Margaret ReynoldsClaudio Brocado
January 13, 2003 CIBC U.S. Equity IndexSusan EllisonKarl Gauvin
CIBC U.S. Equity Index (US$)Susan EllisonKarl Gauvin
January 2, 2003 Fidelity Focus Natural Res-A (US$)John PorterPratima Abichandani
Fidelity Focus Natural Resources ClJohn PorterPratima Abichandani
Fidelity Focus Natural Resources-AJohn PorterPratima Abichandani
December 13, 2002 Hillsdale Cdn Aggressive Hedged APierre RaymondTony Batek
December 5, 2002 Elliott & Page Equity FundPCJ Investment CounselMFC Global Investments Management (Canada)
December 5, 2002 Talvest Dividend Fund Réal TrépanierDomenic Monteferrante
December 4, 2002 CIBC Canadian Small CompaniesJean MichaudDavid Graham & Stephen Caldwell
CIBC Capital AppreciationJean MichaudDavid Graham & Stephen Caldwell
December 3, 2002 FCDA S&P 500 Index (BGI)Josephine MarksBarclays Global Investors - Mgmt. Team
December 1, 2002 Fidelity Focus Consumer Ind-A (US$)Brian HansonChristian Zann
Fidelity Focus Consumer Indust. ClBrian HansonChristian Zann
Fidelity Focus Consumer Indust.-ABrian HansonChristian Zann
November 28, 2002 AGF RSP World CompaniesChris JenkinsSteve Way
AGF RSP World EquityDavid Kiddle & Anna PineySteve Way
AGF World CompaniesChris JenkinsSteve Way
AGF World EquityDavid Kiddle & Anna PineySteve Way
November 25, 2002Opus 2 U.S. Growth Equity FundYMG Capital Management Inc.Fremont Investment Advisors Inc.,
Opus 2 U.S. Value Equity FundFremont Investment Advisors Inc.Lord, Abbett & Co. LLC
November 14, 2002Fidelity True NorthAlan RadloSteven Binder
September 4, 2002Talvest Cdn Equity GrowthDennis OuelletRéal Trépanier
Talvest DividendDennis OuelletRéal Trépanier
August 30, 2002Spectrum Canadian Investment FundMercury Asset Management CanadaSionna Investment Managers Inc.*(Kim Shannon)
Spectrum Canadian Equity FundMcLean Budden LimitedSionna Investment Managers Inc.* (Kim Shannon)
Spectrum Canadian Growth FundHowson Tattersall Investment Counsel Ltd., Mulvihill Capital Management Inc., Mercury Asset ManagementHowson Tattersall Investment Counsel Ltd. (Bob Tattersall
Spectrum Canadian Small-Mid Cap FundMulvihill Capital Management Inc.Howson Tattersall Investment Counsel Ltd. (Bob Tattersall)
Spectrum Canadian Resource FundMercury Asset Management CanadaCI Mutual Funds Inc. (Robert Lyon)
Spectrum Global Growth FundMercury Asset Management CanadaSteinberg Priest & Sloane Capital Management, LLC (William Priest)
Spectrum Global Diversified FundMercury Asset Management CanadaCI Global Advisors LLP (William Sterling)
Signature Global Small Companies FundCI Mutual Funds Inc.Steinberg Priest & Sloane Capital Management, LLC (William Priest)
Signature American Small Companies FundCI Mutual Funds Inc.Steinberg Priest & Sloane Capital Management, LLC (William Priest)
Spectrum American Value FundMFS Institutional Advisors, Inc.Steinberg Priest & Sloane Capital Management, LLC (William Priest)
Spectrum Optimax USA FundWeiss, Peck & GreerSteinberg Priest & Sloane Capital Management, LLC (William Priest)
Clarica Premier AmericanPerigee Investment Counsel Inc.Legg Mason Inc. (Bill Miller)
Spectrum Asset Allocation FundAMI Partners Inc.Sionna Investment Managers Inc.* (Kim Shannon)
Spectrum Diversified FundMcLean Budden LimitedCI Mutual Funds Inc. (Gerry Coleman)
Clarica Canadian Diversified FundMcLean Budden LimitedCI Mutual Funds Inc. (Eric Bushell)
Clarica Diversifund 40McLean Budden LimitedCI Mutual Funds Inc. (Eric Bushell)
Spectrum European Growth FundMercury Asset Management CanadaMFS Institutional Advisors, Inc.
Spectrum Asian Dynasty FundMFS Institutional Advisors, Inc.Trident Investment Management, LLC (Nandu Narayanan)
Spectrum Emerging Markets FundMercury Asset Management CanadaTrident Investment Management, LLC (Nandu Narayanan)
Spectrum Dividend FundMcLean Budden LimitedCI Mutual Fund Inc. (Eric Bushell)
Spectrum Canadian Money Market FundMcLean Budden LimitedCI Mutual Funds Inc.
Spectrum US Dollar Money Market FundMcLean Budden LimitedCI Mutual Funds Inc.
Spectrum Savings FundMcLean Budden LimitedCI Mutual Fund Inc.
Spectrum Short-Term Bond FundMcLean Budden LimitedJ. Zechner Associates Inc. (Jeffrey Herold)
Spectrum Mid-Term Bond FundMcLean Budden LimitedJ. Zechner Associates Inc. (Jeffrey Herold)
Spectrum Long-Term Bond FundMcLean Budden LimitedJ. Zechner Associates Inc. (Jeffrey Herold)
Spectrum RRSP International Bond FundMcLean Budden LimitedCI Global Advisors LLP (William Sterling)
Spectrum Global Bond FundMercury Asset Management CanadaCI Global Advisors LLP (William Sterling)
August 30, 2002TD Global SelectBob YerburyWilliam L. Wilby
TD Global Select GIF IIBob YerburyWilliam L. Wilby
TD Global Select RSPBob YerburyWilliam L. Wilby
TD Global Select RSP-ABob YerburyWilliam L. Wilby
TD Global Select-ABob YerburyWilliam L. Wilby
August 9, 2002Mackenzie Ivy EuropeanCarol L. Franklin/Nicholas Bratt/Joan R. GregoryJerry Javasky
Mackenzie Ivy European-MCarol L. Franklin/Nicholas Bratt/Joan R. GregoryJerry Javasky
Mackenzie Univ Amer GrowthRobert T. Hoffman/Lori J. EnsingerBluewater Investment Mgmt. - Mgmt. Team
Mackenzie Univ American Growth-MRobert T. Hoffman/Lori J. EnsingerBluewater Investment Mgmt. - Mgmt. Team
Mackenzie Short Term BondAdam M. Greshin/ Gary P. JohnsonChris Kresic
Mackenzie Short Term Bond-MAdam M. Greshin/ Gary P. JohnsonChris Kresic
May 31, 2002Trimark InterestPatrick FarmerRex Chong & Vince Hunt
Trimark Interest - DSCPatrick FarmerRex Chong & Vince Hunt
Trimark Interest Segregated (AIG)Patrick FarmerRex Chong & Vince Hunt
Trimark Government IncomePatrick FarmerRex Chong & Vince Hunt
Trimark Canadian BondPatrick FarmerRex Chong & Vince Hunt
Trimark Canadian Bond Seg (AIG)Patrick FarmerRex Chong & Vince Hunt
Trimark Advantage BondPatrick FarmerRex Chong & Vince Hunt
Trimark US Money Market (US$)Patrick FarmerRex Chong & Vince Hunt
Trimark US Money Market (US$)-DSCPatrick FarmerRex Chong & Vince Hunt
Trimark Global High Yield BondPatrick FarmerRex Chong & Vince Hunt
Trimark Global High Yld Bond (US$)Patrick FarmerRex Chong & Vince Hunt
Trimark RSP Global High Yield BondPatrick FarmerRex Chong & Vince Hunt
Trimark Income Growth - DSCPatrick FarmerRex Chong, G. Keith Graham & Vince Hunt
Trimark Income Growth - SCPatrick FarmerRex Chong, G. Keith Graham & Vince Hunt
Trimark Select BalancedPatrick FarmerRex Chong, Carmen Veloso, Ian Hardacre & Vince Hunt
Trimark Select Balanced Seg (AIG)Patrick FarmerRex Chong, Carmen Veloso, Ian Hardacre & Vince Hunt
Trimark Global BalancedPatrick FarmerRex Chong, Richard Jenkins, Dana Love & Vince Hunt
Trimark Global Balanced (US$)Patrick FarmerRex Chong, Richard Jenkins, Dana Love & Vince Hunt
Trimark RSP Global BalancedPatrick FarmerRex Chong, Richard Jenkins, Dana Love & Vince Hunt
AIM Global TechnologyMichelle EspelienBill R. Keithler
AIM Global Technology (US$)Michelle EspelienBill R. Keithler
AIM Global Technology ClassMichelle EspelienBill R. Keithler
AIM Global Technology Class (US$)Michelle EspelienBill R. Keithler
AIM RSP Global TechnologyMichelle EspelienBill R. Keithler
AIM Global Theme ClassDale Griffen, Ben Hock, Jonathan Schoolar and Monika DeganDerek S. Izuel, Barrett K. Sides, Clas G. Olsson & Jason T. Holzer
AIM Global Theme Class (US$)Dale Griffen, Ben Hock, Jonathan Schoolar and Monika DeganDerek S. Izuel, Barrett K. Sides, Clas G. Olsson & Jason T. Holzer
AIM RSP Global ThemeDale Griffen, Ben Hock, Jonathan Schoolar and Monika DeganDerek S. Izuel, Barrett K. Sides, Clas G. Olsson & Jason T. Holzer
AIM Core Global Equity ClassDale Griffen, Ben Hock, Jonathan Schoolar and Monika DeganBill Kanko, Barrett K. Sides, Derek S. Izuel, Jason T. Holzer, Judith Adams & Tye Bousada
AIM Core Global Equity Class (US$)Dale Griffen, Ben Hock, Jonathan Schoolar and Monika DeganrBill Kanko, Barrett K. Sides, Derek S. Izuel, Jason T. Holzer, Judith Adams & Tye Bousada
AIM RSP Core Global EquityDale Griffen, Ben Hock, Jonathan Schoolar and Monika DeganBill Kanko, Barrett K. Sides, Derek S. Izuel, Jason T. Holzer, Judith Adams & Tye Bousada
May 1, 2002Spectrum Canadian ResourceGaelen MorphetGraham Birch & Evy Hambro
April 8, 2002Astra DynamiqueFranklin Templeton Mgmt. - Mgmt. TeamJarislowsky Fraser Ltd. - Mgmt. Team
Astra Equilibre Franklin Templeton Mgmt. - Mgmt. TeamJarislowsky Fraser Ltd. - Mgmt. Team
Astra SecuritaireFranklin Templeton Mgmt. - Mgmt. TeamJarislowsky Fraser Ltd. - Mgmt. Team
March 30, 2002TD Global Government Bond FundDavid Gibbon and Mark SettlesSatish Rai and Geoff Wilson
March 1, 2002Cartier U.S. Equity FundAlain Guilmette & associésHoldun Investment Management Inc.
March 8, 2002AGF Managed Futures FundJohn Di TomassoAGF Management Team
March 4, 2002Fidelity Focus Consumer Ind-A (US$)John PorterBrian Hanson
Fidelity Focus Consumer Indust. ClJohn PorterBrian Hanson
Fidelity Focus Consumer Indust.-AJohn PorterBrian Hanson
Fidelity Focus Health Care ClassYolanda StrockSteve Calhoun
Fidelity Focus Health Care-AYolanda StrockSteve Calhoun
Fidelity Focus Health Care-A (US$)Yolanda StrockSteve Calhoun
Fidelity RSP Focus Healthcare-AYolanda StrockSteve Calhoun
Fidelity Focus Natural Res-A (US$)Scott OffenJohn Porter
Fidelity Focus Natural Resources ClScott OffenJohn Porter
Fidelity Focus Natural Resources-AScott OffenJohn Porter
February 28, 2002AIM Global Sector Managers Cl (US$)Jeffery MorrisJoseph Skornicka
AIM Global Sector Managers Cl (US$)Jeffery MorrisJoseph Skornicka
AIM RSP Global Sector ManagersJeffery MorrisJoseph Skornicka
AIM Global Financial Ser Cl (US$)Jeffery MorrisJoseph Skornicka
AIM Global Financial Services ClassJeffery MorrisJoseph Skornicka
AIM RSP Global Financial ServicesJeffery MorrisJoseph Skornicka
January 23, 2002Fidelity Focus Technology ClassChris ZepfTelis Bertsekas
Fidelity Focus Technology-AChris ZepfTelis Bertsekas
Fidelity Focus Technology-A (US$)Chris ZepfTelis Bertsekas
Fidelity RSP Focus Technology-AChris ZepfTelis Bertsekas
December 1, 2001CI Global Telecom. Sector S (US$)Stephen WaiteAndre Desautel
CI Global Telecommunications SectStephen WaiteAndre Desautel
CI Global Telecommunications RSPStephen WaiteAndre Desautel
CI Global Tech. Sector Shar (US$)Stephen WaiteAndre Desautel
CI Global Technology RSPStephen WaiteAndre Desautel
CI Global Technology SectorStephen WaiteAndre Desautel
CI Global Biotech Sector (US$)Stephen WaiteMaxim Jacobs
CI Global Biotechnology RSPStephen WaiteMaxim Jacobs
CI Global Biotechnology SectorStephen WaiteMaxim Jacobs
CI Glo Business-to-Business (US$)Stephen WaiteFrancois Campeau
CI Glo Business-to-Business RSPStephen WaiteFrancois Campeau
CI Glo Business-to-Business SecStephen WaiteFrancois Campeau
CCI Global Boomernomics (US$)Stephen WaiteRobert Beckwitt
CI Global Boomernomics GIF-AStephen WaiteRobert Beckwitt
CI Global Boomernomics GIF-BStephen WaiteRobert Beckwitt
CI Global Boomernomics RSPStephen WaiteRobert Beckwitt
CI Global Boomernomics RSP GIF-AStephen WaiteRobert Beckwitt
CI Global Boomernomics RSP GIF-BStephen WaiteRobert Beckwitt
CI Global Boomernomics SectorStephen WaiteRobert Beckwitt
November 28, 2001StrategicNova Cdn High Yield BondMichael LabanowichBarry Allan
November 13, 2001StrategicNova Emerging Market FundRobert ConlonNeil Hobson
November 2, 2001IG AGF International Equity FundRupert RobinsonChris Jenkins
October 18, 2001AGF Latin AmericaPeter GruberPatricia Perez-Coutts
AGF Latin America (US$)Peter GruberPatricia Perez-Coutts
October 10, 2001Talvest Cdn. Asset AllocationJean-Guy DesjardinTAL Global Asset Management - Mgmt. Team
Talvest Global Asset Allocation RSPJean-Guy DesjardinTAL Global Asset Management - Mgmt. Team
October 6, 2001MAXXUM Canadian BalancedGerald T. Boychuk, Doug Crawford & Martin AnsteeTimonthy Gleeson, Chuck Roth & Chris Kresic
MAXXUM Canadian Equity GrowthJacqueline PrattChuck Roth
MAXXUM DividendJacqueline PrattBill Procter
MAXXUM IncomeGerald T. BoychukTimonthy Glesson & Chris Kresic
MAXXUM Money MarketDoug CrawfordTimonthy Glesson & Chris Kresic
MAXXUM Natural ResourceJacqueline PrattFrederick Sturm
MAXXUM Precious MetalsMartin AnsteeFrederick Sturm
October 3, 2001AIC American Balanced--Michele Calpin
AIC American Balanced (US$)--Michele Calpin
AIC American Balanced Corp Cl (US$)--Michele Calpin
AIC American Balanced Corp Class--Michele Calpin
AIC Amer Income Equity Seg (100%)--Michele Calpin
AIC Amer Income Equity Seg (75%)--Michele Calpin
AIC Global Balanced--Anne-Mette de Place Filippini
AIC Global Balanced (US$)--Anne-Mette de Place Filippini
AIC RSP Global Balanced--Anne-Mette de Place Filippini
August 22, 2001Mavrix American Growth FundYMG Greg Edwards, YMG Capital Management Inc. (subadvisor)
Mavrix Balanced FundYMGMal Spooner, Mavrix Fund Management Inc.
Mavrix Bond FundYMGYMG Capital Management Inc.
Mavrix Canadian Value FundYMGMal Spooner & Ray Steele , Mavrix Fund Management Inc.
Mavrix Emerging Companies FundYMGMal Spooner, Mavrix Fund Management Inc.
Mavrix Enterprise FundYMGRay Steele, Mavrix Fund Management Inc.
Mavrix Growth FundYMGMal Spooner, Mavrix Fund Management Inc.
Mavrix Income FundYMGBill Shaw, Mavrix Fund Management Inc.
Mavrix Money MarketYMG YMG Capital Capital Management Inc.
Mavrix Strategic Fixed Income FundYMGArt Yeates, YMG Capital Management Inc. (subadvisor)
Mavrix Sustainable Development FundYMGJones Heward Investment Counsel Inc.
July 24, 2001Optima International Equ Diver PoolAssante Asset Management Ltd. - Mgmt. TeamAlliance Capital Mgmt.(USA) - Mgmt. Team
July 24, 2001Optima RSP Int'l Equity Divers Pool and Optima RSP US Equ Diversified PoolRex SinquefieldDave Plecha
July 6, 2001AGF Global Total Return BondJoseph Harch, Michael Lewitt & Tom KrasnerScott Colbourne & Yvonne Brett
June 28, 2001Batterymarch U.S. Equity FundPerigee Investment Counsel Inc.Batterymarch Financial Management
June 13, 2001Assumption/FDI Focus Technology, Fidelity Focus Technology-A, Fidelity Focus Technology-A (US$) and Fidelity RSP Focus Technology-ALarry RakersChris Zephf
June 6, 2001Fidelity Emerging Mkts Portfolio-APatricia SatterthwaiteJohn Carlson
March 21, 2001CI Canadian BalancedJohn ZechnerWally Kusters
March 21, 2001CI Canadian Growth, CI Canadian Income, CI Canadian Income GIF, CI Canadian Sector SharesJohn ZechnerEric Bushell
January 01, 2001Investors Corporate BondJeff HallPaul Hancock
January 01, 2001Investors Canadian EquityRPaul HancockScott Penman
December 15, 2000Global Strategy World OpportunitiesJohn StartzsSteve Way
December 15, 2000Global Strat Rothschild Euro PlusChris JenkinsJohn Arnold
December 15, 2000Global Strategy Europe Plus RSPChris JenkinsJohn Arnold
December 15, 2000Global Strat Roths World Bal RSPChris JenkinsJohn Arnold
December 15, 2000Global Strat Rothschild Wrld BalChris JenkinsJohn Arnold
December 15, 2000Global Strategy Japan Plus RSPRupert RobinsonSteve Way
December 15, 2000Global Strat Rothschild US EquityMark TavelSteve Rogers
December 15, 2000Global Strat Rothschild World BondDale ThomasClive Coombs & Scott Colbourne
December 15, 2000Global Strategy Rothschild BondDale ThomasClive Coombs & Scott Colbourne
December 15, 2000Global Strategy World Bond RSPDale ThomasClive Coombs & Scott Colbourne
December 15, 2000Global Strategy Money MarketScott ElphinstoneTristan Sones
December 15, 2000Global Strat Roths World Co RSPMontgomert Asset ManagementChris Jenkin
December 15, 2000Global Strat Rothschild Wrld CosMontgomert Asset ManagementChris Jenkin
December 15, 2000Global Strat Rothschild Wrld EquCapital InternationalRupert Robinson
December 15, 2000Global Strategy World Equity RSPCapital InternationalRupert Robinson
December, 2000Investors Summa--Scott Morrison
December, 2000CI Global Technology Sector--Stephen Waite
December 15, 2000Global Strategy World Companies Fund and Global Strategy World Equity Fund--Rothschild Asset Management
December 15, 2000Global Strategy Europe Plus Fund and Global Strategy World Balanced Fund--AGF International Advisors Company Ltd.
December 15, 2000Global Strategy World Bond Fund (and RSP version), Global Strategy Money Market Fund, Global Strategy Japan Plus RSP Fund, Global Strategy U.S. Equity Fund, Global Strategy Bond Fund, Global Strategy Europe Plus RSP Fund, Global Strategy World Equity RSP Fund, Global Strategy World Companies RSP Fund, and Global Strategy World Balanced RSP Fund--AGF Funds Inc.
November 20, 2000Global Strategy Canadian Opportunities and Global Strategy Canadian Small Cap John Startzs Gerard Ferguson
November 20, 2000Global Strategy Canadian Companies and Global Strategy Growth & IncomeRichard Wernham Martin Hubbes
November 20, 2000Global Strategy Canada GrowthTony Massie Joel Raby
November 20, 2000Global Strategy Income Plus Tony Massie Christine Hughes
November 20, 2000Global Strategy Gold PlusTony Massie Bob Farquharson
October 16, 2000Ethical Pacific Rim Fundn/a Alliance Capital Management Canada, Inc.
October 1, 2000Ethical Balanced Fundn/aGreystone Managed Investments Inc.
November 20, 2000Global Strategy Canadian Opportunities and Global Strategy Canadian Small Cap John Startzs Gerard Ferguson
October 13, 2000Sceptre Global Equity fund Lennox J.D. McNeedy Putnam Advisory Company
September 22, 2000ING Direct Canadian fundChristian LangevinPatrick Roy
September 1, 2000Bissett Large Cap Fund N/AGarey J. Aitken with Fred Pynn
August 2000AGF China Focus Class FundYuki AigaRaymond Tse of Normura Asset Management
July 7, 2000Can-Am, Can-Asian, Can-Euro, Can-Daq 100, Can-Emerge, Can-Global Bond, Canadian 25 Index, American Equity Index, European Equity Index, International Bond Index and American Asset Allocation NN Life's (ING Life) Transamerica's Canadian Investment Management team
July 7, 2000C.I. World Bond, C.I. Global Bond RSP William Sterling & Kent OsbandGreg Diliberto
July 7, 2000Hansberger European, Hansberger European Sector Shares Nandu NarayannanLauretta (Retz) Reeves, MBA
June 27, 2000Dynamic Small Cap Fund. Ned GoodmanTodd Beallor
June 23, 2000C.I. American Fund, C.I. American RSP Fund, C.I. American Sector Shares, C.I. American Seg, C.I. American RSP GIF and the C.I. American GIF Fund. Bill Priest and
Susan Everly of CSAM.
Derek Webb of C.I. Mutual Funds
June 20, 2000C.I. Global Technology Sector Fund and the C.I. Global Technology RSP FundSusan Everly and
Scott Lewis of CSAM.
Scott Morrison of C.I. Mutual Funds
June 5, 2000C.I. Global Health Sciences Sector Shares and the C.I. Global Health Sciences RSP FundJames AbateAndrew Waight of C.I. Mutual Funds
May 8, 2000C.I. Global Financial Services Sector Shares, C.I. Global Consumer Products Sector Shares and their RSP equivalentsJames AbateJohn Hock of C.I. Mutual Funds
May 1, 2000Universal World Value, Universal World Balanced RRSP, Universal World Growth RRSPBarbara Trebbi Sheridan Reilly
May 1, 2000C.I. Global Managers Sector Shares and its RSP equivalentJames AbateJohn Hock
May 1, 2000C.I. American Fund and its RSP equivalentJames AbateBill Priest and Susan Everly of CSAM
May 1, 2000C.I. Global Technology Sector Shares and its RSP equivalentJames AbateSusan Everly, Scott Lewis and Esther Schreiber of CSAM
May 1, 2000C.I. Global Health Sciences Sector Shares ant its RSP equivalentJames AbateSusan Everly and Peter Wen of CSAM
April 3, 2000IG Scudder Emerging Markets GrowthJoyce E. CornellJennifer Bloomfield and Mehdi Dazi
March 31, 2000YMG InternationalMichael DoranBill Chinery
February 1, 2000The Canadian Equity portion of the Guardian fund portfolioLarry KennedyKevin Kassen
January 1, 2000Investors SpecialBill ChornousGeoff Barth
January 1, 2000Investors Mutual of CanadaGeoff BarthChristine Décarie
January 1, 2000Investors Canadian Small-CapMark RarogScott Penman & Geoff Barth
January, 2000BPI Global Small Companies BPI Global Asset Management LLP (BGAM)Andrew Waight of C.I. Mutual Funds
January, 2000BPI American Small Companies BPI Global Asset Management LLP (BGAM)Scott Morrison of C.I. Mutual Funds

Back to top