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  
imaxx Canadian Fixed Pay Update 2017 - Aug 2016 - Oct 2016 - Sep
Market Updates 2018 - Jun 2018 - Feb  

Fund Profiles

imaxx Global Equity Growth:

At a special meeting of unitholders of the Fund held on May 15, 2018, unitholders approved a change to the investment objective of the Fund. The Manager expects this change to take effect on or about August 20, 2018, at which time the Fund will be renamed imaxx Global Fixed Pay Fund and the Fund’s risk rating will change from medium, to low to medium. The Fund’s new investment objective will be to generate long term capital appreciation and income by investing primarily in a combination of equity and fixed income investments from around the world.

Fund Disclosure Documents

Financial Statements/MRFPs








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