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Products & Services

Investment Products - CUMIS



Addenda Capital is an investment management firm providing traditional and alternative solutions for institutional and high net worth clients. They offer clients expert services in a broad range of asset classes. Their mission is to add value through innovation, discipline and integrity, and to nurture genuine partnerships with their clients.

CUMIS Tactical Balanced Fund (Addenda)


BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. The firm helps clients around the world meet with goals and overcome challenges with a range of products.  BlackRock has employees in over 30 countries and has a major presence in key global markets around the world.
 

The current rates for the Monthly Interest Account and one, three, and five year Guaranteed Interest Accounts (GIA) are:
  
Effective Date​ Rate​
Monthly Interest Account​ November 30, 2016 0.21%
GIA 1 Year Term​ November 30, 2016 1.05%​
GIA 3 Year Term​ November 30, 2016 1.29%​
GIA 5 Year Term​ November 30, 2016 1.67%​
  
For historical rates, click here.


NEI Investments is committed to making prominent independent portfolio managers accessible to Canadian retail investors through three fund families: NEI, Northwest Funds and Ethical Funds. With true active management and a relentless, disciplined focus on risk management, NEI offers competitive investment solutions designed to deliver superior risk-adjusted returns over the long term.

 



Franklin Templeton Investments is one of the world’s largest publicly-traded investment management companies, delivering a truly global perspective to investors for over 60 years. With values that have withstood the test of time, Franklin Templeton
Investments provides global and domestic investment advisory services to the Franklin Templeton, Franklin Bissett and Franklin Mutual Series funds and institutional accounts, including private wealth management solutions through Fiduciary Trust Company of Canada.
 
 


Guardian Capital LP manages portfolios for pension plans, corporate insurance assets, foundations, endowments and third-party mutual funds with a fundamental, sustainable view of the markets. Their long experience in institutional asset management positions them to add real value to every portfolio.
 
 
 


Founded in 1974, Mawer is a privately owned, independent investment manager. They manage assets for a broad range of individual and institutional investor across a variety of global asset classes.




MFS Investment Management (MFS®) serves investors in more than 75 countries through offices in nine major financial centres. They apply a uniquely collaborative approach to building better insights for their clients using three guiding principles: integrated research, global collaboration and active risk management. They analyze investment opportunities
globally by integrating fundamental, quantitative, and credit perspectives.
 
 


Phillips, Hager & North Investment Management (PH&N IM) is the division within RBC Global Asset Management (RBC GAM) that is responsible for serving institutional clients in Canada. PH&N IM’s investment professionals serve pension plan sponsors, not-for-profit organizations, governments, insurance companies, aboriginal communities and other institutional investors.




Russell Investments is a global asset manager offering actively managed multi-asset solutions and services that include strategic advice, investments and implementation. Russell works with institutional clients, distribution partners and individual investors globally. Russell’s core capabilities extend across capital market insights, manager research, portfolio construction, portfolio implementation and indexes.
 
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