Documentation
Investment
- Estate Planning Brochure (PDF, 296 kB)
- Handy product reminder (PDF, 134 kB)
- Our online services: making your life easier! (PDF, 710 kB)
- Printed Documents Order Form – Investment Products (PDF, 39 kB)
- See what we offer for your investments and retirement savings (PDF, 144 kB)
SSQ Equity GIA
- SSQ Equity GIA Flyer (PDF, 533 kB)
- SSQ Equity GIA brochure (PDF, 715 kB)
- SSQ Equity GIA: a simple and winning strategy (PDF, 112 kB)
- SSQ Equity GIA: simple and full of possibilities! (PDF, 87 kB)
Laddered GIA
High Yield Account
Segregated funds
- Currency hedging (PDF, 85 kB)
- Information folder and contract (PDF, 6.09 MB)
- Manager selection and monitoring (PDF, 97 kB)
- Marketing material - SSQ Smart Beta Plus Portfolios GIF (PDF, 154 kB)
- Marketing material - SSQ AlphaFixe Bond and Bank Loan GIF (PDF, 113 kB)
- Marketing material - SSQ Beutel Goodman U.S. Equity GIF (PDF, 74 kB)
- Marketing material - SSQ CI Cambridge Canadian Asset Allocation GIF (PDF, 196 kB)
- Marketing material - SSQ CI Signature Corporate Bond GIF (PDF, 90 kB)
- Marketing material - SSQ CI Signature Global Income and Growth GIF (PDF, 478 kB)
- Marketing material - SSQ Fiera Capital Global Equity GIF (PDF, 66 kB)
- Marketing material - SSQ Fiera Capital U.S. Equity GIF and SSQ Fiera Capital Hedged U.S. Equity GIF
- Marketing material - SSQ Fisher Emerging Markets Equity GIF and SSQ Fisher Global Small Cap Equity GIF (PDF, 81 kB)
- Marketing material - SSQ Guardian Conservative Monthly Income GIF and SSQ Guardian Monthly Income GIF (PDF,100 kB)
- Marketing material - SSQ Hillsdale U.S. Equity GIF (PDF, 93 kB)
- SSQ Funds - Audited financial statements as at December 31, 2018 (PDF, 2 MB)
- SSQ Funds - Interim unaudited financial statements as at June 30, 2019 (PDF, 2 MB)
- SSQ Insurance guaranteed investment funds (GIF) - the right choice for you and your clients! (PDF, 644 kB)
- Guaranteed Investment Funds summary (PDF, 383 kB)
- Our investment portfolio options (PDF, 422 kB)
- The unique advantages of segregated funds (PDF, 79 kB)
Portfolio Funds
- Investor profile (PDF, 372 kB)
- Outstanding turnkey portfolios (PDF, 401 kB)
- SSQ GIF portfolios (PDF, 778 kB)
- Managers and allocation of SSQ GIF portfolio funds (PDF, 180 kB)
Segregated Funds Guarantee
- A contract that adapts to any life stage (PDF, 85 kB)
- SSQ Guaranteed Investment Fund guarantees (PDF, 536 kB)
Private wealth management
RRSP loans
TFSA Loans
Plans
TFSA
- Brochure: The TFSA - a practical addition to your client's savings portfolio (PDF, 340 kB)
- Flyer: The TFSA - the plan that completes your savings portfolio (PDF, 293 kB)
- TFSA or RRSP? (PDF, 165 kB)
RRIF and locked-in RRIF
- Brochure: Registered retirement income fund (RRIF) - Maximum flexibility for retirement savings (PDF, 625 kB)
- Flyer: Registered retirement income fund (RRIF) - Registered retirement income fund (RRIF) - Maximum flexibility for retirement savings (PDF, 495 kB)