AGF Investments Inc. (AGF) and PFSL Investments Canada Limited (PFSL) have been proud partners since 1996 with a shared purpose of helping investors achieve their financial goals. As we move into the next phase of our strategic partnership, AGF is proud to leverage our expertise and our history with PFSL to launch a new lineup of products to help support building portfolios and solutions for your clients.
Together, we can continue our commitment to putting our clients first and position ourselves for success. AGF aims to deliver exceptional investment and technology capabilities you have come to expect from our partnership, alongside the exceptional client experience and disciplined investing that have helped us succeed.
Our new AGF Platform Funds and Managed Portfolios are uniquely designed to deliver AGF’s investment capabilities in a structure that meets the needs of your clients and fits within the changing regulatory landscape. They will provide your clients with access to the investment discipline and expertise you have come to expect from AGF. Additionally, we have formed a new Investment Oversight Committee with the sole purpose of overseeing these funds.
9 AGF Core Portfolio Building Blocks – Funds providing comprehensive coverage of equity, fixed income and balanced asset classes.
5 AGF Thematic Opportunities – Funds providing complementary exposure to ESG, alternatives and income themes.
6 AGF Managed Solutions Suite – Globally focused portfolios with investor outcomes such as Capital Preservation, Income and Growth.
- Auto Rebalancing Service – An easy and flexible way to maintain the asset mix you and your clients want.
- Preferred Pricing Program – Qualified investors can benefit from reduced fees when maintaining a minimum of $100,000 in aggregate household assets into Series P funds.
- Quarterly Product Updates – Join members of the IOC to hear about asset allocation and product updates.
- Marketing & Educational Support – Benefit from a comprehensive list of marketing and educational resources to help support the new suite of funds.
At AGF, we are focused on repeatable growth and aiming to deliver consistent results overtime. Our approach is defined by three principles: shared intelligence, a measured approach and active accountability. Together, they create a disciplined process that is transparent, repeatable, and deeply woven into our DNA – seeking to deliver consistent outcomes for our clients, whatever tomorrow may bring.
PFSL Investments Canada Ltd., a mutual fund dealer, is the exclusive principal distributor of the AGF Platform Funds.
Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. Please read the prospectus before investing. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.
The AGF Investment Oversight Committee (IOC) provides strategic asset allocation and ongoing monitoring for many of the AGF Platform Funds with the ability to adjust allocations in response to changing markets. The IOC is a dedicated team made up of AGF’s senior investment, risk and product team members. The team provides ongoing investment oversight and asset allocation as well as portfolio and risk analytics. David Stonehouse is the portfolio manager responsible for making and carrying out all investment decisions as part of his role within the IOC.
AGF Investments is a group of wholly owned subsidiaries of AGF Management Limited, a Canadian reporting issuer. The subsidiaries included in AGF Investments are AGF Investments Inc. (AGFI), AGF Investments America Inc. (AGFA), AGF Investments LLC (AGFUS) and AGF International Advisors Company Limited (AGFIA). AGFA and AGFUS are registered advisors in the U.S. AGFI is a registered as a portfolio manager across Canadian securities commissions. AGFIA is regulated by the Central Bank of Ireland and registered with the Australian Securities & Investments Commission. The subsidiaries that form AGF Investments manage a variety of mandates comprised of equity, fixed income and balanced assets.