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Effective March 31, 2004, McLean Budden Limited has launched the following fund:
View the Fund Report for McLean Budden Limited.
Effective March 31, 2004, Guardian Mutual Funds has launched the following fund:
View the Fund Report for Guardian Mutual Funds.
Effective March 30, 2004, Mavrix Fund Management Inc. has launched the following fund:
View the Fund Report for Mavrix Fund Management Inc.
Effective March 30, 2004, Global Wealth Builders Ltd. has announced the following portfolio manager changes on the following funds:
Ian Madsen is no longer managing the GWB Canadian Wealth Builder and the GWB High Income Wealth Builder funds
View the Fund Report for Global Wealth Builders Ltd.
Effective February 1, 2004, Mackenzie Financial Corporation has announced the following portfolio manager changes on the following funds:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Mackenzie Univ International Stock | Nick Peters | Manraj Sekhon, CFA |
| Mackenzie Univ Intl Stock Cap Class | Nick Peters | Manraj Sekhon, CFA |
| Mackenzie Univ RSP Internat'l Stock | Nick Peters | Manraj 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 |
View the Fund Report for Mackenzie Financial Corporation
Effective March 24, 2004, AGF Funds Inc. has announced the following portfolio manager change on the following fund:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| AGF Cdn Small Cap | Gerard Ferguson, HBA, CFA | Charles Oliver, CFA |
View the Fund Report for AGF Funds Inc.
Effective March 25, 2004, CIBC World Markets Inc. has launched the following fund:
Effective March 23, 2004, BDC China Dragon Notes has launched the following fund:
Effective March 23, 2004, CI Mutual Funds has announced the following manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| CI Global Biotechnology Sector | Maxim Jacobs | Bradley Wilds |
| CI Global Biotechnology RSP | Maxim Jacobs | Bradley Wilds |
| CI Global Biotech Sector (US$) | Maxim Jacobs | Bradley Wilds |
View the Fund Report for CI Mutual Funds.
Effective December 8, 2003, Meritas Mutual Funds has announced the following portfolio manager change on the following fund:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Meritas International Equity | Martina O. Vasconcelles, MBA, BA and Kathleen Harris, MBA | Brian McMahon and William Fries, CFA and Brad Kinkelaar |
View the Fund Report for Meritas Mutual Funds.
Effective March 19, 2004, Dynamic Mutual Funds Ltd. has launched the following fund:
View the Fund Report for Dynamic Mutual Funds Ltd.
Effective March 17, 2004, First Trust Portfolios has announced the following Fund name changes:
| Previous Name | New Name |
|---|---|
| First Trust Dow 10 Strat 03 (US$) | First Trust Dow 10 Strat Trst (US$) |
| First Trust Dow 10 Strategy 2003 | First Trust Dow 10 Strategy Trust |
| First Trust Pharmaceutical 02 (US$) | First Trust Pharmaceutical Tr (US$) |
| First Trust Pharmaceutical 2002 | First Trust Pharmaceutical Trust |
View the Fund Report for First Trust Portfolios.
Effective March 17, 2004, Fairway Capital has launched the following fund:
Effective March 17, 2004, Maritime Life Assurance Co. has announced the following portfolio manager change on the following funds:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Maritime Life All American Port-A&C | Bernice S. Behar, CFA | Jamie Rome, CFA |
| Maritime Life All American Port-B | Bernice S. Behar, CFA | Jamie Rome, CFA |
View the Fund Report for Maritime Life Assurance Co.
Effective March 17, 2004, Maritime Life Assurance Co. has announced the following portfolio manager change on the following funds:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Maritime Life Discovery-A&C | Anurag Pandit, CFA and Thomas P. Norton, CFA | Jamie Rome, CFA |
| Maritime Life Discovery-B | Anurag Pandit, CFA and Thomas P. Norton, CFA | Jamie Rome, CFA |
View the Fund Report for Maritime Life Assurance Co.
Effective March 17, 2004, First Asset Advisory Services has launched the following funds:
View the Fund Report for First Asset Advisory Services Inc.
Effective February 27, 2004, BMO Investments Inc. has announced the following portfolio manager changes on the following funds:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| BMO Emerging Markets | Austin Forey | Edward D. Baker III |
| BMO Japanese | Yukiko Sugimoto | John Millar |
| BMO International Equity | Joshua L. Byrne, Simon Davis | David I. Fisher, Hartmut Giesecke, Arthur J. Gromadzki, Richard N. Havas, Nancy J. Kyle, Christopher A. Reed, Lionel M. Sauvage, Nilly Sikorsky, Rudolf M. Staehlin |
View the Fund Report for BMO Investments Inc.
Effective February 19, 2004, Accumulus Investment Management Ltd. has launched the following funds:
View the Fund Report for Accumulus Investment Management Ltd.
Effective March 5, 2004, Crystal Wealth Management System Ltd. has launched the following fund:
Effective February 01, 2004 Beutel Goodman Managed Funds Inc. has announced the following name changes:
| Previous Name | New Name |
|---|---|
| Beutel Goodman Private Forgn Equ | Beutel Goodman Private US Equity |
| Beutel Goodman Private Balanced | Beutel Goodman Private NA Balanced |
View the Fund Report for Beutel Goodman Managed Funds Inc.
Effective February 24, 2004, Dynamic Mutual Funds Ltd. has launched the following funds:
View the Fund Report for Dynamic Mutual Funds Ltd.
Effective February 27, 2004, SciVest Alternative Strategies Inc. has launched the following funds:
Effective February 13, 2004, SciVest Alternative Strategies Inc. has launched the following funds:
View the Fund Report for SciVest Alternative Strategies Inc.
Effective February 27, 2004, Asset Logics Capital Management Inc. of Canada has launched the following fund:
View the Fund Report for Asset Logics Capital Management Inc. of Canada.
Effective February 6, 2004, CIBC World Markets Inc. has launched the following funds:
View the Fund Report for CIBC World Markets Inc.
Effective February 20, 2004, Dynamic Mutual Funds has terminated the following fund:
View the Fund Report for Dynamic Mutual Funds Ltd.
Effective February 6, 2004, Dynamic Mutual Funds Ltd. has launched the following fund:
View the Fund Report for Dynamic Mutual Funds Ltd.
Creststreet Asset Management Ltd. has announced the following:
Effective, October 3, 2003, Creststreet Resource Fund Ltd. series 2003 has been exchanged on a one-to-one tax-deferred basis for mutual fund shares of the Creststreet Resource Fund Ltd.
Effective January 23, 2004, Creststreet Resource Fund Ltd series 2004 was introduced due to the rollover of the Creststreet 2002 Limited Partnership into the Creststreet Resource Fund Ltd.
View the Fund Report for Creststreet Asset Management Ltd.
Effective February 17, 2004, Transamerica Life Canada has announced the following:
| Discontinued Fund | Merged Into |
|---|---|
| Trans GS Canadian 60 Index | Trans Global Growth |
| Trans GS European 100 Index | Trans Global Growth |
| Trans GS Japanese 225 Index | Trans Global Growth |
| Trans GS US 21st Century Index | Trans Global Growth |
| Trans GS US 500 Index | Trans Global Growth |
View the Fund Report for Transamerica Life Canada.
Effective February 12, 2004, Mackenzie Financial Corporation has launched the following funds:
View the Fund Report for Mackenzie Financial Corporation.
Effective January 30, 2004, AIM Trimark Investments has announced the following portfolio manager changes on the following funds:
Robert Alley is no longer managing the AIM Canadian Balanced and the AIM Core Canadian Balanced Class funds.
View the Fund Report for AIM Trimark Investments.
Effective January 30, AIM Trimark Investments has announced the following portfolio manager changes on the following funds:
Chris Dries is no longer managing the AIM Global Technology and the AIM Global Technology Class funds.
View the Fund Report for AIM Trimark Investments.
Effective January 5, 2004, Equitable Life Insurance Co. of Canada has launched the following funds:
View the Fund Report for Equitable Life Insurance Co.
Effective January 12, 2004, Covington Capital Corporation has launched the following funds:
View the Fund Report for Covington Capital Corporation.
Effective October 31, 2003, Vertex One Mutual Funds has launched the following funds:
View the Fund Report for Vertex One Mutual Funds.
Effective January 12, Great-West Life Assurance Co. has announced the following portfolio manager changes and Fund name changes on the following funds:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| GWL Balanced (AT) DSC | Mackenzie Financial - Mgmt. Team | AIM Trimark Invest Mgmt. - Mgmt. Team |
| GWL Balanced (M) NL | Mackenzie Financial - Mgmt. Team | AIM Trimark Invest Mgmt. - Mgmt. Team |
| GWL Dividend/Growth (M) DSC | Mackenzie Financial - Mgmt. Team | AIM Trimark Invest Mgmt. - Mgmt. Team |
| GWL Dividend/Growth (M) NL | Mackenzie Financial - Mgmt. Team | AIM Trimark Invest Mgmt. - Mgmt. Team |
| Previous Name | New Name |
|---|---|
| GWL Balanced (M) DSC | GWL Balanced (AT) DSC |
| GWL Balanced (M) NL | GWL Balanced (AT) NL |
| GWL Dividend/Growth (M) DSC | GWL Canadian Value (AT) DSC |
| GWL Dividend/Growth (M) NL | GWL Canadian Value (AT) NL |
View the Fund Report for Great-West Life Assurance Co.
Effective January 23, 2004, Counsel Wealth Mgmt. has launched the following funds:
View the Fund Report for Counsel Wealth Mgmt.
Effective February 1, 2004, Maritime Life Assurance Co. has announced the following portfolio manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Maritime Life Global Equity-A&C | John L. F. Wills, Miren Etcheverry, Gerardo Espinoza | SEAMARK Asset - Mgmt. Team. and Boston Partner Asset - Mgmt. Team |
| Maritime Life Pacific Basin-A&C | John L. F. Wills, Miren Etcheverry, Gerardo Espinoza | Hugh Simon and Vincent Cheng |
View the Fund Report for Maritime Life Assurance Co.
Effective February 2, 2004 University Avenue Mgmt Ltd. has announced the following portfolio manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| University Avenue Balanced | Michael Spengemann | All-Canadian Mgmt. – Mgmt Team |
| University Avenue Canadian | Michael Spengemann | All-Canadian Mgmt. – Mgmt Team |
| University Avenue Growth | Michael Spengemann | All-Canadian Mgmt. – Mgmt Team |
| University Avenue Money | T.H. & A. Bodnar | All-Canadian Mgmt. – Mgmt Team |
| University Avenue US Small Cap | Larry Jeddeloh, MBA | All-Canadian Mgmt. – Mgmt Team |
| University Avenue World | Larry Jeddeloh, MBA | All-Canadian Mgmt. – Mgmt Team |
View the Fund Report for University Avenue Mgmt Ltd.
Effective January 2, 2004, Laketon Investment Management Ltd. has removed Mary Throop as manager of the Laketon Global Equity fund.
View the Fund Report for Laketon Investment Management Ltd.
Effective January 12, 2004, IPM Fund Inc. has launched the following funds:
View the Fund Report for IPM Fund Inc.
Effective January 09,2004, Manulife Financial has terminated the following funds:
View the Fund Report for Manulife Financial.
Effective February 2, 2004, Meritas Mutual Funds has launched the following fund:
View the Fund Report for Meritas Mutual Funds.
Effective February 2, 2004, RBC Asset Management Inc. has launched the following fund:
View the Fund Report for RBC Asset Management Inc.
Effective November 1, 2002, ClaringtonFunds Inc. has announced the following portfolio manager changes on the following funds:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Clarington U.S. Growth | Andrew Gallagher | Tony Genua and Paul O'Neil |
View the Fund Report for ClaringtonFunds Inc.
Effective February 2, 2004, Astra Funds has announced the following portfolio manager change and Fund name change on the following fund:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Astra AIC Canadian Equity | Jonathan Wellum, CFA, MBA | McLean Budden - Mgmt. Team |
| Previous Name | New Name |
|---|---|
| Astra AIC Canadian Equity | Astra Mclean Budden Canadian Equity |
Effective February 2, 2004, Global Wealth Builders Ltd. has announced the following portfolio manager changes on the following funds:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| GWB Canadian Wealth Builder | Ken Trider | Ian Madsen |
| GWB High Income Wealth Builder | Ken Trider | Ian Madsen |
View the Fund Report for Global Wealth Builders Ltd.
Effective January 9, 2004, GrowthWorks Managed Funds has launched the following funds:
View the Fund Report for GrowthWorks Managed Funds.
Effective October 31, 2003, GrowthWorks Managed Funds has terminated the following funds:
View the Fund Report for GrowthWorks Managed Funds.
Effective January 29, 2004, MD Funds Management Inc. has launched the MD International Value fund.
View the Fund Report for MD Funds Management Inc.
Effective January 2, 2004, Olympus United Group Inc. has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Olympus United Beta Neutral | Olympus Tactical Trading |
| Olympus United Strategic | Olympus Global Trading |
View the Fund Report for Olympus United Group Inc.
Effective January 13, 2004, Assante Asset Management Ltd. has announced the following portfolio manager changes on the following funds:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Optima Strategy Glob Fxd Inc Pool | Assante Asset Management Ltd. | Trilogy Advisors, LLC |
| Optima Strategy RSP Glo Fx Inc Pool | Assante Asset Management Ltd. | Trilogy Advisors, LLC |
| Optima Strategy Short Term Inc Pool | Assante Asset Management Ltd. | CI Mutual Funds |
| Optima Strategy Cdn Fixed Inc Pool | Assante Asset Management Ltd. | CI Mutual Funds |
View the Fund Report for Assante Asset Management Ltd.
Effective January 26, 2004, Scotia Mutual Funds has announced the following portfolio manager changes on the following funds:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Scotia Total Return | Montrusco Bolton Inc. | Connor, Clark & Lunn - Mgmt. Team |
| Scotia Global Growth | Montrusco Bolton Inc. | Capital International - Mgmt. Team |
View the Fund Report for Scotia Mutual Funds.
Effective January 27, 2004, Manulife Financial has launched the following segregated funds:
View the Fund Report for Manulife Financial.
Effective January 12, 2004, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for CIBC World Markets Inc.
Effective January 23, 2004, Counsel Group of Funds Inc. has launched the following fund:
Effective January 19, 2004, Triax-Covington Corporation has launched the following funds:
View the Fund Report for Triax-Covington Corporation.
Effective January 16, 2004 Synergy Asset Management Inc. has announced the following portfolio manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Synergy American Growth Class | Tom Marsico | Bill Miller, CFA |
| Synergy American Growth RSP | Tom Marsico | Bill Miller, CFA |
| Synergy Global Growth Class | Tom Marsico & Jim Gendelman | William Sterling, PhD |
| Synergy Global Growth RSP | Tom Marsico & Jim Gendelman | William Sterling, PhD |
Bill Miller & William Sterling will participate along with the other managers in managing the Synergy Global Style Mgmt. Class Fund.
David K. Picton will be the lead manager along with the other managers in managing the Synergy Extreme Canadian Equity Fund.
Effective January 12, 2004, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for CIBC World Markets Inc.
Effective January 15, 2004, Middlefield Group Ltd. has launched the following funds:
View the Fund Report for Middlefield Group Ltd.
Effective January 14, 2004, First Associates Asset Management has announced the following portfolio manager changes on the following funds:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Disciplined Leadership Cdn Equity | David Burrows | Bruce Hartman |
| Disciplined Leadership High Income | David Burrows | Bruce Hartman |
| Disciplined Leadership US Equ (US$) | David Burrows | Bruce Hartman |
View the Fund Report for First Associates Asset Management.
Effective January 14, 2004, MD Funds Management Inc. has announced the following portfolio manager changes on the following funds:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| MD Balanced | Invesco Glbl Mgmt. Team Atlanta | Walter Scott and Partners - Mgmt. Team |
View the Fund Report for MD Funds Management Inc.
Effective January 2, 2004, Desjardins Financial Security Pooled has announced the following name changes:
| Previous Name | New Name |
|---|---|
| Desjardins Fn Pool Elantis MoneyMkt | Desjardins Fn Pool Fiera MoneyMkt |
| Desjardins Fn Pool Elantis Enh Mtg | Desjardins Fn Pool Fiera Enh Mtg |
| Desjardins Fn Pool Elantis Bond | Desjardins Fn Pool Fiera Bond |
| Desjardins Fn Pl L-T Govt Bond (EB) | Desjardins Fn Pl LT Govt Bond Fiera |
| Desjardins Fn Pool Elan Cons Divers | Desjardins Fn Pool Fiera Cons Diver |
| Desjardins Fn Pool Cdn Value (EB) | Desjardins Fn Pool Berns Cdn Val Eq |
| Desjardins Fn Pool Elantis CapC Idx | Desjardins Fn Pool CapC Idx (Fiera) |
| Desjardins Fn Pool Elan Cdn Eq GARP | Desjardins Fn Pool Fiera CdnEq GARP |
| Desjardins Fn Pool Elan US Idx-Plus | Desjardins Fn Pl Fiera US Idx-Plus |
| Desjardins Fn Pl US Strat Val (EB) | Desjardins Fn Pl Bern US Equ Val |
| Desjardins Fn Pool Elan/Bern Int Eq | Desjardins Fn Pool Berns Int Equity |
| Desjardins Fn Pool Elan NA Small Co | Desjardins Fn Pl Fiera NA Small Co |
| Desjardins Fn Pool Elantis Glo Bal | Desjardins Fn Pool Fiera Glo Bal |
View the Fund Report for Desjardins Financial Security.
Effective January 12, 2004, CIBC Securities Inc. has announced the following portfolio manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| CIBC Canadian Small Companies | David Graham, Stephen Caldwell | Jennifer Law |
| CIBC Capital Appreciation | David Graham, Stephen Caldwell | Jennifer Law |
| CIBC N. A. Demographics | Stephen Kahn | Susan Da Sie |
View the Fund Report for CIBC Securities Inc.
Effective December 18,2003 Nigel Stephens Counsel Funds has launched the following funds:
View the Fund Report for Nigel Stephens Counsel Funds.
Effective January 12, 2004, Fiducie Desjardins has launched the following funds:
View the Fund Report for Fiducie Desjardins.
Effective January 9, 2004, Fiducie Desjardins has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Desjardins High Potential Sectors | Desjardins Canadian Equity |
| Desjardins Worldwide Balanced | Desjardins Global Equity Value RSP |
| Desjardins Ethical Income | Desjardins Ethical Canadian Balanced |
| Desjardins Ethical North American | Desjardins Ethical Canadian Balanced |
| Desjardins Asia/Pacific | Desjardins Overseas Equity Value |
| Desjardins Select Cartier | Desjardins Select Canadian Balanced |
View the Fund Report for Fiducie Desjardins.
Effective September 30 2003, Accumulus Investment Management Ltd. has announced the following portfolio manager changes on the following fund:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Accumulus N.A. Index Momentum RSP | David Passalent | Felcom Mgmt Corp. - Mgmt. Team |
View the Fund Report for Accumulus Investment Management Ltd.
Effective December 24, 2003, B.E.S.T Discoveries has launched the following fund:
View the Fund Report for B.E.S.T Discoveries.
Effective January 9, 2004, Fiducie Desjardins has announced the following name changes:
| Previous Name | New Name |
|---|---|
| Desjardins Mortgage | Desjardins Short-Term Income |
| Desjardins Bond | Desjardins Canadian Bond |
| Desjardins Balanced | Desjardins Canadian Balanced |
| Desjardins Quebec | Desjardins Quebec Balanced |
| Desjardins Equity | Desjardins Canadian Equity |
| Desjardins Growth | Desjardins Canadian Small Cap Equity |
| Desjardins American Market | Desjardins American Equity Value RSP |
| Desjardins International | Desjardins Global Equity Value |
| Desjardins International RSP | Desjardins Global Equity Value RSP |
| Desjardins Ethical Balanced | Desjardins Ethical Canadian Balanced |
| Desjardins Europe | Desjardins Overseas Equity Value |
| Desjardins Select American | Desjardins Select American Equity |
| Desjardins Select Canadian | Desjardins Select Canadian Equity |
| Desjardins Select Balanced | Desjardins Select Canadian Balanced |
| Desjardins Select Global | Desjardins Select Global Equity |
| Desjardins Quebec Class T | Desjardins Quebec Balanced Class T |
View the Fund Report for Fiducie Desjardins.
Effective January 15, 2004, Pursuit Financial Mgmt Corp. has terminated the following funds:
Effective January 6, 2004, Dynamic Mutual Funds Ltd. has made the following changes:
New Fund
Name Change
| Previous Name | New Name |
|---|---|
| Dynamic Venture Opportunities Ltd. Fund | Dynamic Venture Opport Series I Fund |
View the Fund Report for Dynamic Mutual Funds Ltd.
Effective November 17, 2003 Redwood Asset Management Inc. has announced the following portfolio manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Redwood Energy | Mark Maxwell | Mark L Arthur |
View the Fund Report for Redwood Asset Management Inc.
Effective January 5, 2004, SciVest Alternative Strategies Inc. has renamed of the following funds:
| Previous Name | New Name |
|---|---|
| SciVest Aggr Market Neutral Equ-F | SciVest Enhanced Mkt Neutral Equ-F |
| SciVest Aggr Market Neutral Equity | SciVest Enhanced Market Neutral Equ |
| SciVest Aggr Mkt Neutral Eq (US$)-F | SciVest Enhan Mkt Neutral Eq(US$)-F |
| SciVest Aggr Mkt Neutral Equ (US$) | SciVest Enhan Mkt Neutral Equ (US$) |
View the Fund Report for SciVest Alternative Strategies Inc.
Effective January 2, 2004, Redwood Asset Management Inc. has launched the following fund:
View the Fund Report for Redwood Asset Management Inc.
Effective January 2, 2004, Mackenzie Financial Corporation has launched the following fund:
View the Fund Report for Mackenzie Financial Corporation.
Effective January 2, 2004, Lawrence & Company Inc. has launched the following funds:
View the Fund Report for Lawrence & Company Inc.
Effective January 2, 2004, Triax -Covington Corp. has launched the following new funds:
The existing version of these 4 funds will be classified as Series I.
View the Fund Report for Triax -Covington Corp.
Effective December 31, 2003, Mackenzie Financial Corp. has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Mackenzie Long/Short Equity | Mackenzie Alternative Strategies |
| Mackenzie Long/Short Equity (US$) | Mackenzie Alternative Strateg (US$) |
View the Fund Report for Mackenzie Financial Corp.