About AGF and PFSL – Working together to continue to achieve investors’ goals

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.

Exclusive Resources and Services
  • 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.
Why AGF?

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.

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