Investment Solutions


Portfolio Funds

Portrait Portfolio Funds are part of our mutual funds family and Ideal Portfolios are part of our segregated funds family. They are dedicated to the notion that every investor is different and each pre-determined portfolio is designed to match their profile and financial goals.

Mutual Funds

Our Mutual Funds provide a true opportunity for consistent long-term performance, with below average risk. Our complete fund line-up is available both on a registered and non-registered basis for savings and retirement accounts.

Ideal Segregated Funds

Standard Life’s Ideal Segregated Funds family combines financial protection with growth potential to offer your clients a worry-free path to their retirement goals.

Ideal Term Funds

Standard Life of Canada's Ideal Term Funds are the ideal solution for clients looking for total security.

TFSA

Tax-Free Savings Accounts are flexible, general-purpose savings vehicles that will allow Canadian taxpayers 18 and over to make annual contributions of up to $5,000.

Principal Protected Notes

Our Principal Protected Note - Standard Life Diversified Dividend Notes, Series 3 – is composed of two top Standard Life Mutual Funds and offers your clients 100% principal protection at maturity and optimum diversification.

Annuities

With more and more baby boomers nearing retirement, annuities are becoming an essential element of their financial plans. Your clients looking for a regular income will find conventional annuities very interesting, while those looking for growth potential can always opt for a Performance Annuity.

RRSP/Investment Loan Program

Help your clients build their RRSP assets with an RRSP loan. Standard Life in partnership with B2B Trust offers a simple, flexible and affordable loan program. Look at our RRSP/Investment Loan Program.