Marketing Support Materials for Advisors

Foresters Financial Investment Management Company of Canada Inc., the Fund Manager, and Foresters Asset Management Inc., the Portfolio Manager, were amalgamated effective January 1, 2018 and will continue under the name "Foresters Asset Management Inc.". Thereafter, all references to "Foresters Financial Investment Management Company of Canada Inc." shall be read as references to "Foresters Asset Management Inc.".

Sales Support Documents

imaxx™ Mutual Funds

At a glance view of the imaxx™ mutual funds
imaxx Fund Line-up 2018 - Mar 2017 - Oct

Fund spotlights

Performance overview for these highly rated products
imaxx Canadian Bond Fund 2017 - Nov 2017 - Sept 2017 - Aug  
imaxx Canadian Fixed Pay Fund 2017 - Nov 2017 - Sept 2017 - Aug  
Other
imaxx Canadian Fixed Pay Update 2017 - Aug 2016 - Oct 2016 - Sep

Fund Profiles

Fund Disclosure Documents

Financial Statements/MRFPs

2017

2016

2015

2014

2013

2012

2011

Audited Annual Financial Statements (as of December 31)

 

Annual MRFPs (as of December 31)

 

Unaudited Semi-annual Financial Statements (as of June 30)

Semi-Annual MRFPs (as of June 30)

Policies and Procedures

Tools and Support Material

B2B Bank Loan Program

Foresters Asset Management has partnered with B2B Bank, to help financial advisors meet their clients’ investment borrowing needs. Foresters’ high quality imaxxFunds are available through B2B Bank’s RSP, TFSA, and investment lending programs.

For B2B Bank’s Loan program overview and marketing material – click here

For all loan application forms – click here

See below for application forms:

Forms and Applications