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Wednesday June 30th, 2004: AGF Manager Change

Effective June 30, 2004, AGF Funds Inc. has announced the following portfolio management change:

Fund NamePrevious ManagerNew Manager
AGF China Focus ClassRaymond TseKeith Cheung

View the Fund Report for AGF Funds Inc.


Wednesday June 30th, 2004: Ethical Funds Terminated

Effective June 28, 2004, Ethical Funds Inc. has terminated the following funds:

View the Fund Report for Ethical Funds Inc.


Wednesday June 30th, 2004: New Marvix Funds

Effective June 29, 2004, Mavrix Fund Management Inc. has launched the following funds:

View the Fund Report for Mavrix Fund Management Inc.


Wednesday June 30th, 2004: Middlefield Fund Terminated

Effective June 24, 2004, Middlefield Group Limited has terminated the following fund:

View the Fund Report for Middlefield Group Limited.


Tuesday June 29th, 2004: SEI Name Changes

Effective June 28, 2004, SEI Investments Canada Company has announced the following name changes:

Previous Fund NameNew Fund Name
SEI Conservative Income-ISEI Income 100-I
SEI Conservative Income-O SEI Income 100-O
SEI Conservative Income-PSEI Income 100-P
SEI Diversified Income-ISEI Income 20/80-I
SEI Diversified Income-OSEI Income 20/80-O
SEI Diversified Income-PSEI Income 20/80-P
SEI Income Growth-ISEI Income 30/70-I
SEI Income Growth-OSEI Income 30/70-O
SEI Income Growth-PSEI Income 30/70-P
SEI Balanced Income-ISEI Balanced 40/60-I
SEI Balanced Income-OSEI Balanced 40/60-O
SEI Balanced Income-PSEI Balanced 40/60-P
SEI Conservative Balanced-ISEI Balanced 50/50-I
SEI Conservative Balanced-OSEI Balanced 50/50-O
SEI Conservative Balanced-PSEI Balanced 50/50-P
SEI Core Balanced-I SEI Balanced 60/40-I
SEI Core Balanced-O SEI Balanced 60/40-O
SEI Core Balanced-PSEI Balanced 60/40-P
SEI Balanced Growth-ISEI Growth 70/30-I
SEI Balanced Growth-OSEI Growth 70/30-O
SEI Balanced Growth-PSEI Growth 70/30-P
SEI Balanced Growth Plus-OSEI Growth 80/20-O
SEI Balanced Growth Plus-PSEI Growth 80/20-P
SEI Diversified Equity-ISEI Growth 100-I
SEI Diversified Equity-OSEI Growth 100-O
SEI Diversified Equity-PSEI Growth 100-P
SEI Global Equity-PSEI Global Growth 100-P

View the Fund Report for SEI Investments Canada Company.


Tuesday June 29th, 2004: New Franklin Templeton Funds

Effective June 28, 2004, Franklin Templeton Investments has launched the following funds:

View the Fund Report for Franklin Templeton Investments.


Monday June 28th, 2004: Ethical Fund Changes

Effective June 28, 2004, Ethical Funds Inc. has announced the following changes:

Manager Change
Fund NamePrevious ManagerNew Manager
Ethical GrowthMartin Gerber & Larry LunnRobert Hammill


Name Change
Fund NameNew Fund Name
Ethical Money MarketCredential Money Market

View the Fund Report for Ethical Funds Inc.


Friday June 25th, 2004: New CI Funds

Effective June 23, 2004, CI Mutual Funds has launched the following funds:

View the Fund Report for CI Mutual Funds.


Thursday June 24th, 2004: New Dimensional Funds

Effective June 23, 2004, Dimensional Fund Advisors Canada Inc. has launched the following funds:

View the Fund Report for Dimensional Fund Advisors Canada Inc.


Tuesday June 22nd, 2004: New CIBC Funds

Effective June 14, 2004, CIBC World Markets Inc. has launched the following funds:

View the Fund Report for CIBC World Markets Inc.


Tuesday June 22nd, 2004: All-Canadian Manager Changes

Effective June 1, 2004, All-Canadian Management Inc. has announced the following portfolio management changes:

Fund NamePrevious ManagerNew Manager
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

View the Fund Report for All-Canadian Management Inc.


Monday June 21st, 2004: Acker Fund Terminated

Effective June 18, 2004, Acker Finley has terminated the following fund:

View the Fund Report for Acker Finley.


Monday June 21st, 2004: MD Manager Changes

Effective June 15, 2004, MD Funds Management Inc. has announced the following portfolio management changes:

Fund NamePrevious ManagerNew Manager
MDPIM US Equity Pool (Cl A)Lancet Asset Mgmt. Inc. - Mgmt. TeamNWQ Investment Mgmt. - Mgmt. Team and Jensen Investment Mgmt-Mgmt Team


Effective January 31, 2004, MD Funds Management Inc. has announced the following portfolio management changes:

Fund NamePrevious ManagerNew Manager
MDPIM Canadian Equity Pool (Cl A)Lancet Asset Mgmt. Inc. - Mgmt. TeamHowson Tattersall - Mgmt. Team

View the Fund Report for MD Funds Management Inc.


Monday June 21st, 2004: New Fairway Fund

Effective June 18, 2004, Fairway Capital has launched the following fund:


Monday June 21st, 2004: New Middlefield Funds

Effective June 17, 2004, Middlefield Fund Mgmt. Ltd. has launched the following funds:

View the Fund Report for Middlefield Group Limited.


Wednesday June 16th, 2004: Middlefield Fund Terminated

Effective May 18, 2004, Middlefield Group Limited has terminated the following fund:

View the Fund Report for Middlefield Group Limited.


Tuesday June 15th, 2004: MD Fund Terminated

Effective June 10, 2004, MD Funds Management Inc. has terminated the following fund:

View the Fund Report for MD Funds Management Inc.


Friday June 11th, 2004: Olympus Fund Changes

Effective May 28, 2004 Olympus United Funds Inc. has announced the following fund Mergers:

Discontinued FundMerged Into
Olympus United Global DPPOlympus United Univest DPP

Effective June 4, 2004 Olympus United Funds Inc. has announced the following fund Name change:

Fund NameNew Fund Name
Olympus United Equity Long/ShortOlympus United Momentum

View the Fund Report for Olympus United Funds Inc.


Wednesday June 9th, 2004: CI Manager Changes

Effective June 2, 2004 CI Funds Inc. has announced the following portfolio management change:

Fund NamePrevious ManagerNew Manager
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

View the Fund Report for CI Funds Inc.


Wednesday June 9th, 2004: Dominion Manager Change

Effective June 2/2004 Dominion Equity Resource Fund Inc. has announced the following portfolio management change:

Fund NamePrevious ManagerNew Manager
Dominion Equity ResourceDean ProdanWilliam Bonner

View the Fund Report for Dominion Equity Resource Fund Inc.


Wednesday June 9th, 2004: New Mackenzie Fund

Effective June 7, 2004, Mackenzie Financial Corporation has launched the following fund:

View the Fund Report for Mackenzie Financial Corporation.


Wednesday June 9th, 2004: Northwest Fund Changes

Effective June 4, 2004, Northwest Mutual Funds Inc has announced the following fund mergers:

Discontinued FundMerged Into
Northwest Money MarketMaestral Money Market
Maestral Asset AllocationNorthwest Balanced
Maestral Canadian EquityNorthwest Canadian Equity
Maestral Global Equity RSPNorthwest RSP Foreign Equity
Maestral Health & BiotechnologyNorthwest Specialty Innovations
Maestral Techno & TelecommunicationNorthwest Specialty Innovations
Maestral Small Cap Cdn EquityNorthwest Specialty Equity

Effective June 7, 2004, Northwest Mutual Funds Inc has announced the following name changes:

Fund NameNew Fund Name
Maestral American EquityNorthwest U.S. Equity
Maestral Canadian BondNorthwest Canadian Bond
Maestral Canadian DividendNorthwest Canadian Dividend
Maestral Global EquityNorthwest EAFE
Maestral Quebec GrowthNorthwest Québec Growth
Maestral Money MarketNorthwest Money Market
Northwest BalancedNorthwest Growth & Income

View the Fund Report for Northwest Mutual Funds Inc.


Thursday June 3rd, 2004: New CI Funds

Effective May 25, 2004, CI Mutual Funds has launched the following funds:

View the Fund Report for CI Mutual Funds.


Tuesday June 1st, 2004: New HSBC Fund

Effective June 1, 2004, HSBC Investment Funds (Canada) Inc. has launched the following fund:

View the Fund Report for HSBC Investment Funds (Canada) Inc.


Tuesday May 25th, 2004: CI Fund Mergers

Effective May 25, 2004, CI Mutual Funds Inc. has announced the following fund mergers:

Discontinued FundMerged Into
CI American GrowthCI Value Trust Sector
CI American Growth RSPCI Value Trust Sector RSP
CI World EquityCI Global Value
CI European GrowthCI European
CI European Growth RSPCI European RSP
CI Canadian StockCI Signature Select Canadian
Synergy Canadian Growth ClassSynergy Canadian Momentum Class

View the Fund Report for CI Mutual Funds.


Tuesday May 25th, 2004: New Quadrexx Funds

Effective May 3, 2004, Quadrexx Asset Management has launched the following funds:

View the Fund Report for Quadrexx Asset Management.


Tuesday May 25th, 2004: CI Fund Name Change

Effective May 25, 2004, CI Mutual Funds has announced the following Fund name changes:

Previous NameNew Fund Name
Synergy Canadian Small Cap ClassCI Signature Canadian Small Cap Cl
Synergy Canadian IncomeCI Signature Income & Growth

View the Fund Report for CI Mutual Funds.


Tuesday May 25th, 2004: Manulife Fund Name Change

Effective May 21, 2004, Manulife Financial has renamed of the following funds:

Previous NameNew Fund Name
MLI E&P Total Equ (SEAMARK)GIFe 1MLI MIX SEAMARK Total Gl EqC GIFe 1
MLI E&P Total Equ (SEAMARK)GIFe 2MLI MIX SEAMARK Total Gl EqC GIFe 2
MLI E&P Total Equity (SEAMARK)GIF 1MLI MIX SEAMARK Total Gl EqC GIF 1
MLI E&P Total Equity (SEAMARK)GIF 2MLI MIX SEAMARK Total Gl EqC GIF 2
MLI Elliott & Page Blue Chip GIF 1MLI Elliott & Page Cdn Equity GIF 1
MLI Elliott & Page Blue Chip GIF 2MLI Elliott & Page Cdn Equity GIF 2
MLI Elliott & Page Blue Chip GIFe 1MLI Elliott & Page Cdn Equ GIFe 1
MLI Elliott & Page Blue Chip GIFe 2MLI Elliott & Page Cdn Equ GIFe 2

View the Fund Report for Manulife Financial.


Tuesday May 25th, 2004: Elliot & Page Fund Mergers

Effective May 21, 2004, Elliott & Page Ltd. has announced the following fund mergers:

Discontinued FundMerged Into
Elliott & Page BalancedE&P Manulife Bal Asset Alloc Port
Elliott & Page Blue Chip - AdvisorElliott & Page Cdn Equity-Advisor
Elliott & Page Blue Chip-Cl AElliott & Page Canadian Equity-Cl A
Elliott & Page Blue Chip-Cl HElliott & Page Canadian Equity-Cl H (new fund – closed to new investors)
Elliott & Page Global SectorMIX Global Sector Class
Elliott & Page Global Sector-Cl HMIX Global Sector Class – Class H (new fund – closed to new investors)
Elliott & Page International EquityMIX SEAMARK Total Global Equity Cl
Elliott & Page Total EquityMIX SEAMARK Total Global Equity Cl

View the Fund Report for Elliott & Page Ltd.


Tuesday May 25th, 2004: Standard Life Funds Terminated

Effective May 21, 2004, Standard Life Mutual Funds has terminated the following funds:

View the Fund Report for Standard Life Mutual Funds.


Friday May 21st, 2004: New Portus Funds

Effective May 21, 2004, Portus Asset Management Inc has launched the following funds:

View the Fund Report for Portus Asset Management Inc.


Thursday May 20th, 2004: Logix Name Change

Effective May 20, 2004, Logix Funds has announced the following fund name change:

Previous NameNew Fund Name
LOGIX Global BondLOGIX Diversified Bond

View the Fund Report for Logix Funds.


Wenesday May 19th, 2004: New CIBC Fund

Effective May 05, 2004, CIBC World Markets has launched the following fund:

View the Fund Report for CIBC World Markets.


Wenesday May 19th, 2004: Manulife Fund Mergers

Effective May 14, 2004, Manulife Financial has announced the following fund mergers:

Discontinued FundMerged Into
MLI E&P Balanced GIF 1MLI Balanced Asset Allocation GIF 1
MLI E&P Balanced GIFe 1MLI Balanced Asset Alloc GIFe 1
MLI E&P Int'l Equ (SEAMARK) GIFe 1MLI E&P Total Equ (SEAMARK)GIFe 1
MLI E&P Int'l Equ (SEAMARK) GIFe 2MLI E&P Total Equ (SEAMARK)GIFe 2
MLI E&P Int'l Equity (SEAMARK)GIF 1MLI E&P Total Equity (SEAMARK)GIF 1
MLI E&P Int'l Equity (SEAMARK)GIF 2MLI E&P Total Equity (SEAMARK)GIF 2

View the Fund Report for Manulife Financial.


Wenesday May 19th, 2004: CI Manager Changes

Effective May 17, 2004, CI Mutual Funds has announced the following portfolio management changes:

Fund NamePrevious ManagerNew Manager
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

View the Fund Report for CI Mutual Funds.


Monday May 17th, 2004: Counsel Fund Merger

Effective May 14, 2004, Counsel Wealth Management has announced the following fund merger:

Discontinued FundMerged Into
Counsel Select SectorCounsel All Equity Portfolio

View the Fund Report for Counsel Wealth Management.


Monday May 17th, 2004: Paradigm Name Change

Effective May 17, 2004, Paradigm Asset Management Inc. has changed the company name to Portus Asset Management Inc.

View the Fund Report for Portus Asset Management Inc.


Friday May 14th, 2004: Talvest Funds Terminated

Effective May 7, 2004, Talvest Fund Management has terminated the following funds:

View the Fund Report for Talvest Fund Management.


Thursday May 13th, 2004: New Open Sky Fund

Effective April 22, 2004, Open Sky Capital has launched the following fund:

View the Fund Report for Open Sky Capital.


Tuesday May 11th, 2004: Keystone Fund Mergers

Effective May 7, 2004, Keystone Portfolio/Mackenzie Financial Corporation has announced the following mergers on the following funds:

Discontinued FundMerged Into
Keystone Premier RSP Euro Elite 100Keystone Prem Euro Elite 100 Cap Cl
Keystone Premier Euro Elite 100Keystone Prem Euro Elite 100 Cap Cl
Keystone Premier RSP Glo Elite 100Keystone Premier Glo Elite 100 Cap
Keystone Premier Global Elite 100Keystone Premier Glo Elite 100 Cap

View the Fund Report for Keystone Portfolio/Mackenzie Financial Corporation.


Wednesday May 5th, 2004: AIM Trimark Manager Changes

Effective May 3, 2004, AIM Trimark Investments Inc. has announced the following portfolio manager changes on the following funds:

Fund NamePrevious ManagerNew Manager
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

View the Fund Report for AIM Trimark Investments Inc.


Wednesday May 5th, 2004: Fidelity Manager Changes

Effective April 1, 2004, Fidelity Investment Canada Ltd. has announced the following manager change:

Fund NamePrevious ManagerNew Manager
Fidelity Global Opportunities-ABahaa Fam, Bill Fink and Kevin McCareyBahaa Fam, Mike Jenkins and Kevin McCarey

View the Fund Report for Fidelity Investment Canada Ltd.


Wednesday May 5th, 2004: Acker Finley Name Changes

Effective May 5, 2004, Acker Finley has changed the names of the following funds:

Previous NameNew Name
QSA Canadian Equity (Series A)QSA Canada Focus (Series A)
QSA Canadian Equity (Series B)QSA Canada Focus (Series B)

View the Fund Report for Acker Finley.


Wednesday May 5th, 2004: Norrep Manager Changes

Effective May 3, 2004, Norrep Inc. has announced the following manager change:

Evan Spiropoulos will no longer manage the Norrep and Norrep II funds.

View the Fund Report for Norrep Inc.


Tuesday May 4th, 2004: All-Canadian Fund Terminated

Effective March 26, 2004, All-Canadian Management Inc. has terminated the following fund:

View the Fund Report for All-Canadian Management Inc.


Tuesday May 4th, 2004: New Altamira Fund

Effective May 3, 2004, Altamira Investment Services Inc. has launched the following fund:

View the Fund Report for One Financial.


Tuesday May 4th, 2004: New NAVigator Fund

Effective May 3, 2004 NAVigator Capital Management has launched the following fund:


Tuesday May 4th, 2004: New One Fund

Effective April 8, 2004, One Financial has launched the following fund:

View the Fund Report for One Financial.


Tuesday May 4th, 2004: AGF Manager Changes

Effective March 19, 2004, AGF Funds Inc has launched the following manage change:

Fund NamePrevious ManagerNew Manager
AGF Aggressive Japan ClassToshiyuki FukushimaTakeshi Yamaguchi, CMA

View the Fund Report for AGF Funds Inc.


Friday April 30th, 2004: AIM Trimark Manager Changes

Effective April 22, 2004, AIM Trimark Investments has announced the following portfolio manager change on the following funds:

Fund NamePrevious ManagerNew Manager
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

View the Fund Report for AIM Trimark Investments.


Thursday April 29th, 2004: New CIBC Funds

Effective April 12, 2004, CIBC World Markets Inc. has launched the following funds:

View the Fund Report for Ethical Funds Inc.


Thursday April 29th, 2004: New CIBC Fund

Effective April 12, 2004, CIBC World Markets Inc. has launched the following fund:

View the Fund Report for Ethical Funds Inc.


Thursday April 29th, 2004: Ethical Fund Changes

Effective April 22, 2004, Ethical Funds Inc. has closed the following funds to new purchasers. These funds will officially be terminated as of June 28, 2004:

View the Fund Report for Ethical Funds Inc.


Wednesday April 28th, 2004: Paradigm Manager Changes

Effective January 31, 2004, Paradigm Asset Management has announced the following portfolio manager change on the following fund:

Fund NamePrevious ManagerNew Manager
Paradigm Mkt Neutral PreservationDr. James Park (Sub-Advisor)Boaz Manor
Paradigm Mkt Neutral Preservation IIDr. James Park (Sub-Advisor)Boaz Manor

View the Fund Report for Paradigm Asset Management.


Wednesday April 28th, 2004: New Hillsdale Fund

Effective April 16, 2004 Hillsdale Investment Mgmt Inc. has launched the following fund:

View the Fund Report for Hillsdale Investment Mgmt Inc.


Tuesday April 27th, 2004: AIM Trimark Manager Change

Effective April 20, 2004, AIM Trimark Investments Inc. has announced the following portfolio manager changes on the following funds:

Robert M. Kippes is no longer managing the AIM American Aggressive Growth and the AIM American Aggressive Growt (US$) funds.

View the Fund Report for AIM Trimark Investments Inc.


Monday April 19th, 2004: New Norrep Fund

Effective April 1, 2004, Norrep Inc. has launched the following fund:

View the Fund Report for Norrep Inc.


Friday April 16th, 2004: Dynamic Fund Terminated

Effective April 15, 2004, Dynamic Mutual Funds has terminated the following fund:

View the Fund Report for Dynamic Mutual Funds.


Friday April 16th, 2004: New Brompton Fund

Effective April 16, 2004, Brompton Equity Split Mgmt Ltd has launched the following fund:


Thursday April 15th, 2004: New Sprott Fund

Effective April 15, 2004, Sprott Asset Mgmt Inc. has launched the following fund:

View the Fund Report for Sprott Asset Mgmt Inc.


Wednesday April 7th, 2004: New Sprott Fund

Effective April 7, 2004, Sprott Asset Mgmt Inc. has launched the following fund:

View the Fund Report for Sprott Asset Mgmt Inc.


Tuesday April 6th, 2004: New SEI Fund

Effective March 29, 2004, SEI Investments Canada Company has launched the following fund:

View the Fund Report for SEI Investments Canada Company.


Friday April 2nd, 2004: Centaur Fund Terminated

Effective March 31, 2004, Centaur Pooled Funds has terminated the following fund:


Thursday, April 1th, 2004: New Arrow Fund

Effective March 31, 2004, Arrow Hedge Partners Inc. has launched the following fund:

View the Fund Report for Arrow Hedge Partners Inc.


Tuersday, April 1th, 2004: Mackenzie Manager Change

Effective April 01, 2004, Tim McElvaine will no longer manage the following funds:

  • Mackenzie Cundill Value 'C'
  • Mackenzie Cundill Value Capital Cl
  • View the Fund Report for Mackenzie Financial Corporation


    Thurssday, April 1st, 2004: Ethical Manager Change

    Effective April 01, 2004, Ethical Funds Inc. has announced the following manager change:

    Fund NamePrevious ManagerNew Manager
    Ethical Money MarketJim Lorimer, BACentral Financial Corp. – Mgmt Team

    View the Fund Report for Ethical Funds Inc.


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