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TD Science & Technology Fund

Fund Company TD Asset Management Fund Type Miscellaneous – Sector Equity Rating A Style Growth Risk Level Medium – High Load Status No Load / Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager T. Rowe Price Associates since October 2008 MER 2.83% Code TDB 645 – No Load Units TDB 322 – Front End Units TDB 352 – DSC Units Minimum Investment $500 Analysis: One of the best...

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RBC O’Shaughnessy Canadian Equity

Fund Company RBC Global Asset Management Fund Type Canadian Focused Equity Rating A Style Value Risk Level Medium Load Status No Load / Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager James O’Shaughnessy since November 1997 MER 1.55% Code RBF 550 – No Load Units RBF 775 – Front End Units RBF 128 – Low Load Units Minimum Investment $500 Analysis: Like the other...

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Fidelity Income Allocation Fund

Fund Company Fidelity Investments Canada Fund Type Canadian Fixed Income Balanced Rating A Style Tactical Asset Allocation Risk Level Low – Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Geoff Stein since May 2011 Derek Young since May2011 MER 1.77% Code FID 294 – Front End Units FID 594 – DSC Units Minimum Investment $500 Analysis:Today, this is a...

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Front Street Special Opportunities Fund

Fund Company Front Street Capital Fund Type Natural Resources Equity Rating B Style Growth Risk Level Very High Load Status Optional RRSP/RRIF Suitability Poor TFSA Suitability Poor Manager Normand Lamarche since August 1999 MER 3.03% Code FSC 451 – Front End Units FSC 450 – Low Load Units Minimum Investment $500 Analysis: Managed by respected veteran manager Norm Lamanch, this fund currently...

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GBC Canadian Bond

Fund Company Pembroke Private Wealth Management Fund Type Canadian Fixed Income Rating A Style Bottom up Credit Analysis Risk Level Low Load Status No Load RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Canso Investment Management MER 1.00% Code GBC 896 – No Load Units Minimum Investment $10,000 Analysis: With a modest MER and an experience management team at the helm, the GBC Canadian...

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