Concert Funds

Expertise, oversight, diversification and active management in one simple solution

Literature

Pre-Sale Prospecting
A Symphony of Investments Working for You

Help investors appreciate the key features and benefits of Concert Funds and how the underlying investments are fine tuned to minimize investment risks.
Stay Focused on 3D Investing

Introduces the principles of discipline, diversification and dollar-cost averaging as a rewarding investment strategy.
Pitch Kit

For client seminars, this presentation educates investors on investing principles and how Concert Funds can solve for these needs.

Point-of-Sale
Snapshot

Provides an overview of each Fund’s asset allocation and underlying holdings.
Concert RESP Sales Tool (English)

Outlines the features and benefits of a Concert RESP and how it can be a more flexible option than Scholarship Trusts.
RESP Sales Tool (Spanish)

Outlines the features and benefits of a Concert RESP and how it can be a more flexible option than Scholarship Trusts.
Understanding MERs

Explain how MERs work and position your value by showing the role of the reps, PFSL and the Portfolio Managers for Concert Funds.

Post-Sale
Concert Funds Quarterly Commentary

Read the latest commentaries from Morneau Shepell and AGF’s investment management teams.

Client Newsletter (Mutual Fund License)

Contains articles on market updates, investing principles and other timely features to help you educate investors. For dual-licensed reps only.
Client Newsletter (Life License)

Contains articles on market updates, investing principles and other timely features to help you educate investors. For life-licensed reps only.
Concert RESP Admin Guide (for Rep use only)

Provides instructions and answers related to setting up RESPs.
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