imaxx TOP Managers

imaxx TOP Managers - Tried and True

imaxxTOP Portfolios combine carefully selected, tried and true mutual funds in a prepackaged asset allocation program that offers clients a simple and easy to understand investment solution. AEGON Fund Management Inc. is proud to offer the following 9 imaxx TOP Portfolio Partners.

• AEGON Capital Management
• AGF Management Ltd.
• Brandes Investment Partners
• CI Investments Inc.
• Dynamic Funds
• Fidelity Investments
• Mackenzie Financial Corp.
• TD Mutual Funds
• Franklin Templeton Investments Corp.

AEGON Capital Management Inc. (Toronto, Canada)

imaxx TOP Portfolios invest in the following AEGON Capital Management mutual fund:

• imaxx Canadian Bond

AEGON Capital Management Inc. makes investment decisions as a team. Promising ideas are presented by individual managers and then explored in depth with their colleagues. Clients benefit from the collective knowledge of all investment professionals every time a buy or sell is made. At the same time, the agile team moves quickly to exploit the opportunities they uncover.

Our Canadian team is closely integrated with the investment professionals of AEGON N.V., including AEGON Asset Management U.S., located in Cedar Rapids and Louisville, AEGON Asset Management U.K., located in Edinburgh, U.K, and AEGON Asset Management N.V., located in the Hague. We have instant access to up-to-the-minute information from global partners who live and work in the countries where we invest. Direct contact with portfolio managers around the world gives us a competitive edge, often allowing us to take advantage of international and domestic investment opportunities before they are recognized by the wider market.

AGF Management Ltd.

imaxx TOP Portfolios invest in the following AGF mutual funds:

• AGF Global Government Bond
• AGF Emerging Markets
• AGF Canadian High Yield Bond
• AGF Dividend Income
• AGF Global Equity

Founded in 1957, AGF is one of Canada’s premier investment management companies with offices across Canada and subsidiaries around the world. AGF serves more than one million investors with offerings across the wealth continuum. AGF’s products and services include a diversified family of more than 50 mutual funds, AGF Harmony tailored investment program, AGF Private Investment Management and AGF Trust GICs, loans and mortgages. AGF is proudly Canadian and fiercely independent. They value independence and are committed to offering great products and services with outstanding client service. AGF has exported its success and is now one of the most global Canadian fund companies. In addition to offices across Canada, AGF has international operations in London, Dublin, Singapore, Tokyo and Beijing.

Brandes Investment Partners

imaxx TOP Portfolios invest in the following Brandes mutual funds:

• Brandes Emerging Markets

Brandes Investment Partners® is a leading investment advisory firm, managing assets for institutional and private clients worldwide. Founded in 1974, they applied the value investing approach to security selection first pioneered in the 1930s. Among the first investment firms to bring a global perspective to value investing, they offer a variety of investment. Brandes Investment Partners established Canadian operations in.

CI Investments Inc.

imaxx TOP Portfolios invest in the following CI mutual funds:

• CI Global Small Companies
• CI Signature High Income
• CI Harbour
• CI Can-Am Small-Cap Corporate Class
• CI Synergy Global Corp Class

CI Investments Inc. is a leading Canadian-owned investment management company. More than two million Canadians rely on CI Investments to help realize their goals and dreams.

CI became a public company in June 1994, listing on the Toronto Stock Exchange under the symbol CIX. CI is a member of the S&P/TSX Composite Index, which represents Canada’s largest, most-established companies.

Dynamic Funds

imaxx TOP Portfolios invest in the following Dynamic mutual funds:

• Dynamic Global Dividend Value

Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, it has evolved to become a fully integrated wealth management firm. It offers a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Dynamic's products include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs.

Fidelity Investments

imaxx TOP Portfolios invest in the following Fidelity mutual funds:

• Fidelity Canadian Bond
• Fidelity NorthStar®
• Fidelity Canadian Disciplined Equity®

Fidelity Investments Canada Limited is part of the Fidelity Investments organization of Boston, one of the world’s largest providers of financial services, which has over 21 million customers.

Since Fidelity was founded in 1946, the Company has gained global investment expertise by providing services to an international clientele of individuals and businesses. Fidelity has offices across Canada, the United States, South America, Europe, Japan and Southeast Asia

Mackenzie Financial Corp.

imaxx TOP Portfolios invest in the following Mackenzie mutual funds:

• Mackenzie Cundill Value
• Mackenzie Universal Canadian Resources
• Mackenzie Maxxum Dividend
• Mackenzie Sentinel Corporate Bond
• Mackenzie Universal Global Growth

Mackenzie Financial Corporation is an integrated financial services company, operating directly in North America and internationally through partner sub-advisor firms. Mackenzie offers more than 100 investment funds in Canada and the United States for over 1,000,000 investors and their financial advisors. In addition Mackenzie and its subsidiaries offer an array of loan, deposit and other financial products and services and employ over 1,400 people.

TD Mutual Funds

imaxx TOP Portfolios invest in the following TD mutual funds:

• TD Canadian Bond
• TD Dividend Income

Under the TD Mutual Funds name, TD Asset Management Inc. (TDAM) provides a diverse range of over 50 mutual funds and 25 professionally managed portfolios. TDAM manages retail mutual fund assets on behalf of more than 1.4 million investors and TD Mutual Funds is one of the most broadly diversified fund families in Canada. Funds are sold through the TD Canada Trust Branch network, through TD Waterhouse Discount Brokerage, Financial Planning and Investment Advice, as well as leading investment dealers, independent brokers and financial planners.

Franklin Templeton Investments Corp

imaxxTOP Portfolios invest in the following Franklin Templeton mutual funds:

• Bissett Income
• Mutual Discovery

Franklin Templeton Investments Corp. is the Canadian subsidiary of Franklin Resources, Inc., a global investment management organization known as Franklin Templeton Investments. The headquarters for Franklin Resources Inc. are located just south of San Francisco, in San Mateo, California.

Franklin Templeton Investments deliver world-class management from one global platform. Franklin Templeton’s global network of 53 offices located in 30 countries is where 449 portfolio managers and analysts are working around the clock to find the best investment opportunities for clients.