| Date |
Fund |
Outgoing Management |
New Management |
| November 15, 2004 |
Synergy American Momentum |
David K. Picton |
Synergy Asset Mgmt. – Team |
| Synergy American Momentum (US$) |
David K. Picton |
Synergy Asset Mgmt. – Team |
| Synergy American Momentum RSP |
David K. Picton |
Synergy Asset Mgmt. – Team |
| Synergy Canadian Momentum Class |
David K. Picton |
Synergy Asset Mgmt. – Team |
| Synergy Canadian Momentum Sector |
David K. Picton |
Synergy Asset Mgmt. – Team |
| Synergy Cdn. Style Mgmt. Class |
Peter J. Hodson, David K. Picton, Kim Shannon |
Synergy Asset Mgmt. – Team |
| Synergy Extreme Canadian Equity |
Peter J. Hodson, David K. Picton, Andrew S. McCreath |
Synergy Asset Mgmt. – Team |
| Synergy Extreme Global Equity |
Michael Mahoney, David K. Picton, Andrew S. McCreath, Robert Treich and
Tom Marsico |
Synergy Asset Mgmt. – Team |
| Synergy Extreme Global Equity (US$) |
Michael Mahoney, David K. Picton, Andrew S. McCreath, Robert Treich and
Tom Marsico |
Synergy Asset Mgmt. – Team |
| Synergy Extreme Global Equity RSP |
Michael Mahoney, David K. Picton, Andrew S. McCreath, Robert Treich and
Tom Marsico |
Synergy Asset Mgmt. – Team |
| Synergy Global Momentum Class |
Michael Mahoney |
Synergy Asset Mgmt. – Team |
| Synergy Global Momentum Class (US$) |
Michael Mahoney |
Synergy Asset Mgmt. – Team |
| Synergy Global Momentum RSP |
Michael Mahoney |
Synergy Asset Mgmt. – Team |
| Synergy Global Style Mgmt. Class |
William Sterling, David K. Picton, Michael Mahoney, John Hock, Bill
Miller, William Priest |
Synergy Asset Mgmt. – Team |
| October 22nd, 2004 |
Dynamic Global Small Cap Value |
Goodman & Company - Mgmt.Team |
David Fingold |
| Dynamic Power Small Cap |
Rohit Sehgal |
Rohit Sehgal and Alexander Lane |
| October 15th, 2004 |
AIM European Growth |
Dominic Wallington |
Clas G. Olsson |
| AIM European Growth (US$) |
|
Jason T. Holzer |
| AIM European Growth Class |
|
Borge Endersen |
| AIM European Growth Class (US$) |
|
Matt Dennis |
| AIM Indo-Pacific |
Henry Chan |
Paul Chesson |
| AIM Indo-Pacific (US$) |
|
Stuart Parks |
| October 5th, 2004 |
Dynamic U.S. Small Cap Value |
Mario Gabelli |
Goodman & Company – Mgmt. Team |
| Dynamic International Value Class |
Tim Sanderson, Todd Beallor, Chuk Wong |
Todd Beallor, Chuk Wong |
| October 5th, 2004 |
AIM Global Health Sciences |
Thomas R. Wald |
Heather Peirce |
| AIM Global Health Sciences (US$) |
Scott Breaux and Brent Olson |
Jim Young |
| AIM Global Health Sci Class |
Thomas R. Wald |
Heather Peirce |
| AIM Global Health Sci Class (US$) |
Scott Breaux and Brent Olson |
Jim Young |
| October 5th, 2004 |
London Life European Equity (S) |
Sceptre Invest. Counsel – Mgmt. Team |
Setanta Asset Management – Mgmt. Team |
| October 1st, 2004 |
Maritime Life Aggressive Equity-A&C |
Alex Sasso, BComm, CFA |
Christian Cyr, CFA |
| Maritime Life Aggressive Equity-B |
Alex Sasso, BComm, CFA |
Christian Cyr, CFA |
| Maritime Life Cdn Small Cap A&C |
Brad Cann, CFA, MBA |
Ted Whitehead, B.Comm, CFA |
| Maritime Life Cdn Small Cap-B |
Brad Cann, CFA, MBA |
Ted Whitehead, B.Comm, CFA |
| Maritime Life Cdn Growth-R |
Brian Trenholm, MBA |
Ted Whitehead, B.Comm, CFA |
| Maritime Life Cdn Growth II-R |
Brian Trenholm, MBA |
Ted Whitehead, B.Comm, CFA |
| September 29, 2004 |
Altamira Special Growth |
Alex Sasso |
Christian Cyr |
| Altamira Select American |
Alex Sasso, Bill Onslow and Craig Millar |
Robert Beauregard, Christian Cyr and Craig Millar |
| Altamira Global Small Co. |
Alex Sasso and Craig Millar |
Robert Beauregard, Christian Cyr and Craig Millar |
| September 21, 2004 |
Clarica Balanced |
AIM Trimark Invest Mgmt. - Mgmt. Team |
Gerald F. Coleman |
| Clarica Cdn Large Cap Value |
AIM Trimark Invest Mgmt. - Mgmt. Team |
Gerald F. Coleman |
| Clarica Global Large Cap Value |
AIM Trimark Invest Mgmt. - Mgmt. Team |
Gerald F. Coleman & Stephen Jenkins |
| CI Canadian Small Cap |
Robert Tattersall, CFA, MBA, MA |
Kim Shannon, MBA, CFA |
| Synergy Cdn. Style Mgmt. Class |
Robert Tattersall, CFA, MBA, MA |
Kim Shannon, MBA, CFA |
| Synergy Tactical Asset Allocation |
Robert Tattersall, CFA, MBA, MA |
Kim Shannon, MBA, CFA |
| August 18, 2004 |
Mawer Canadian Bond |
Gary J. Feltham |
Michael Crofts |
| August 12, 2004 |
Northwest EAFE |
ABN AMRO Asset Management - Mgmt. Team, Sanford C. Bernstein - Mgmt Team |
Jenny Witterick |
| August 6, 2004 |
AIM Global Health Sci Class |
Andy Summers |
Scott Breaux and Brent Olson |
| AIM Global Health Sci Class (US$) |
Andy Summers |
Scott Breaux and Brent Olson |
| AIM Global Health Sciences |
Andy Summers |
Scott Breaux and Brent Olson |
| AIM Global Health Sciences (US$) |
Andy Summers |
Scott Breaux and Brent Olson |
| August 4, 2004 |
OTG Money Market |
AMI Partners-Mgmt Team |
AEGON Capital Management Inc.-Mgmt. Team |
| OTG Diversified |
AMI Partners-Mgmt Team |
AEGON Capital Management Inc.-Mgmt. Team |
| OTG Balanced |
AMI Partners-Mgmt Team |
AEGON Capital Management Inc.-Mgmt. Team |
| OTG Growth |
AMI Partners-Mgmt Team |
Jones Heward Invest.- Mgmt. Team |
| OTG Dividend |
AMI Partners-Mgmt Team |
Jones Heward Invest.- Mgmt. Team |
| OTG Mortgage & Income |
AMI Partners-Mgmt Team |
HSBC Asset Mgmt. (Canada) - Mgmt. Team |
| OTG Global Value |
AMI Partners-Mgmt Team |
HSBC Asset Mgmt. (Canada) - Mgmt. Team |
| August 3, 2004 |
CI European |
Nandu Narayanan |
Greg Gigliotti |
| CI European (US$) |
Nandu Narayanan |
Greg Gigliotti |
| CI European Sector Shares |
Nandu Narayanan |
Greg Gigliotti |
| CI European Sector Share (US$) |
Nandu Narayanan |
Greg Gigliotti |
| CI European RSP |
Nandu Narayanan |
Greg Gigliotti |
| Clarica MVP European Growth |
Nandu Narayanan |
Greg Gigliotti |
| Clarica SF CI European |
Nandu Narayanan |
Greg Gigliotti |
| Clarica SF CI European A |
Nandu Narayanan |
Greg Gigliotti |
| July 30, 2004 |
Mackenzie Univ Wld Emer Gwth Cap Cl |
Divya Mathur |
Rick Schmidt |
| Mackenzie Univ Wld Emer GwCp(US$)-A |
Divya Mathur |
Rick Schmidt |
| Mackenzie Univ Wld Emer Gwth Cap-M |
Divya Mathur |
Rick Schmidt |
| July 19, 2004 |
AIC Canadian Focused |
Michael Lee-Chin and James Cole |
James Cole |
| AIC Canadian Focused Corporate Cl |
Michael Lee-Chin and James Cole |
James Cole |
| AIC Canadian Balanced |
Michael Lee-Chin, Randy LeClair and James Cole |
Randy LeClair and James Cole |
| July 19, 2004 |
GWL Int'l Equity (P) DSC |
Putnam Investment - Mgmt. Team |
PUBS Glbl Asset Mgmt (Cda) Co. -Mgmt Team |
| GWL Int'l Equity (P) NL |
Putnam Investment - Mgmt. Team |
PUBS Glbl Asset Mgmt (Cda) Co. -Mgmt Team |
| GWL Equity (S) DSC |
Sceptre Invest. Counsel - Mgmt. Team |
Bissett Investment Mgmt. - Mgmt. Team |
| GWL Equity (S) NL |
Sceptre Invest. Counsel - Mgmt. Team |
Bissett Investment Mgmt. - Mgmt. Team |
| GWL Bond (S) DSC |
Sceptre Invest. Counsel - Mgmt. Team |
London Life Investment - Mgmt. Team |
| GWL Bond (S) NL |
Sceptre Invest. Counsel - Mgmt. Team |
London Life Investment - Mgmt. Team |
| GWL Int'l Opportunity (P) DSC |
Putnam Investment - Mgmt. Team |
Fleming Asset Management - Mgmt. Team |
| GWL Int'l Opportunity (P) NL |
Putnam Investment - Mgmt. Team |
Fleming Asset Management - Mgmt. Team |
| GWL International Bond (P) DSC |
Putnam Investment - Mgmt. Team |
Brandywine Asset Mgmt-Mgmt Team |
| GWL International Bond (P) NL |
Putnam Investment - Mgmt. Team |
Brandywine Asset Mgmt-Mgmt Team |
| GWL European Equity (S) DSC |
Sceptre Invest. Counsel - Mgmt. Team |
Setanta Asset Managament - Mgmt. Team |
| GWL European Equity (S) NL |
Sceptre Invest. Counsel - Mgmt. Team |
Setanta Asset Managament - Mgmt. Team |
| July 8, 2004 |
Investors North American Growth |
Paul Hancock, Bill Chornous and Lambros Piscopos |
Paul Hancock and Bill Chornous |
| Investors North American Gwth Cl |
Paul Hancock, Bill Chornous and Lambros Piscopos |
Paul Hancock and Bill Chornous |
| Investors U.S. Large Cap Growth |
Lambros Piscopos |
Dom Grestoni |
| Investors U.S. Large Cap Gro Cls |
Lambros Piscopos |
Dom Grestoni |
| June 30, 2004 |
AGF China Focus Class |
Raymond Tse |
Keith Cheung |
| June 28, 2004 |
Ethical Growth |
Martin Gerber & Larry Lunn |
Robert Hammill |
| June 22, 2004 |
All-Canadian CapitalFund |
Michael A. Parente, J. C. Stefan Spicer and J. L. Michele Spicer |
Peter Kistemaker and Mark Mullins |
| All-Canadian Compound |
Michael A. Parente, J. C. Stefan Spicer and J. L. Michele Spicer |
Peter Kistemaker and Mark Mullins |
| All-Canadian Resources Corp. |
All-Canadian Mgmt. - Mgmt. Team |
Peter Kistemaker and Mark Mullins |
| June 21, 2004 |
MDPIM US Equity Pool (Cl A) |
Lancet Asset Mgmt. Inc. - Mgmt. Team |
NWQ Investment Mgmt. - Mgmt. Team and Jensen Investment Mgmt-Mgmt Team |
| MDPIM Canadian Equity Pool (Cl A) |
Lancet Asset Mgmt. Inc. - Mgmt. Team |
Howson Tattersall - Mgmt. Team |
| June 9, 2004 |
CI Landmark Canadian |
Derek H. Webb & Robert Davies |
David K. Picton |
| CI Landmark American |
Derek H. Webb & Robert Davies |
David K. Picton |
| CI Landmark American Sector Shares |
Derek H. Webb & Robert Davies |
David K. Picton |
| CI Landmark Global Sector |
Derek H. Webb & Robert Davies |
David K. Picton |
| CI Tactonics |
Derek H. Webb |
David K. Picton |
| CI American Managers Sector |
Derek H. Webb, Robert Davies & William Priest |
David K. Picton |
| CI Landmark Global Opportunities |
Derek H. Webb |
John Hock |
| June 9, 2004 |
Dominion Equity Resource |
Dean Prodan |
William Bonner |
| May 19, 2004 |
CI Canadian Bond |
J. Zechner Associates Inc |
Signature Funds Group |
| CI Long-Term Bond |
J. Zechner Associates Inc |
Signature Funds Group |
| CI Short-Term Bond |
J. Zechner Associates Inc |
Signature Funds Group |
| Clarica Premier Bond |
J. Zechner Associates Inc |
Signature Funds Group |
| May 5, 2004 |
Trimark Fund – SC, Trimark Fund (US$) |
Richard Jenkins, MBA; Bill Kanko, CFA |
Tye Bousada, CFA; Dana Love, MSc |
| Trimark Fund – A, Trimark Fund - A (US$) |
Judith Adams, CFA, MBA, MSc; Tye Bousada, CFA |
Tye Bousada, CFA; Dana Love, MSc |
| Trimark RSP Fund |
|
Tye Bousada, CFA; Dana Love, MSc |
| May 5, 2004 |
Fidelity Global Opportunities-A |
Bahaa Fam, Bill Fink and Kevin McCarey |
Bahaa Fam, Mike Jenkins and Kevin McCarey |
| May 4, 2004 |
AGF Aggressive Japan Class |
Toshiyuki Fukushima |
Takeshi Yamaguchi, CMA |
| April 30, 2004 |
AIM Global Theme Class |
Jason T. Holzer and Barrett K. Sides |
Eric Thaller |
| AIM Global Theme Class (US$) |
Jason T. Holzer and Barrett K. Sides |
Eric Thaller |
| AIM Core Global Equity Class |
Jason T. Holzer and Barrett K. Sides |
Eric Thaller |
| AIM Core Global Equity Class (US$) |
Jason T. Holzer and Barrett K. Sides |
Eric Thaller |
| April 28, 2004 |
Paradigm Mkt Neutral Preservation |
Dr. James Park (Sub-Advisor) |
Boaz Manor |
| Paradigm Mkt Neutral Preservation II |
Dr. James Park (Sub-Advisor) |
Boaz Manor |
| April 1, 2004 |
Ethical Money Market |
Jim Lorimer, BA |
Central Financial Corp. – Mgmt Team |
| March 29, 2004 |
Mackenzie Univ International Stock |
Nick Peters |
Manraj Sekhon, CFA |
| Mackenzie Univ Intl Stock Cap Class |
Nick Peters |
Manraj Sekhon, CFA |
| Mackenzie Univ RSP Internat'l Stock |
Nick Peters |
Manraj Sekhon, CFA |
| Mackenzie Sel Mgr Intl Cap Cl |
|
Manraj Sekhon, CFA |
| Mackenzie Sel Mgrs Cda Capital |
|
Manraj Sekhon, CFA |
| Mackenzie Select Managers Cda |
|
Manraj Sekhon, CFA |
| March 26, 2004 |
AGF Cdn Small Cap |
Gerard Ferguson, HBA, CFA |
Charles Oliver, CFA |
| March 24, 2004 |
CI Global Biotechnology Sector |
Maxim Jacobs |
Bradley Wilds |
| CI Global Biotechnology RSP |
Maxim Jacobs |
Bradley Wilds |
| CI Global Biotech Sector (US$) |
Maxim Jacobs |
Bradley Wilds |
| March 22, 2004 |
Meritas International Equity |
Martina O. Vasconcelles, MBA, BA and Kathleen Harris, MBA |
Brian McMahon and William Fries, CFA and Brad Kinkelaar |
| March 18, 2004 |
Maritime Life All American Port-A&C |
Bernice S. Behar, CFA |
Jamie Rome, CFA |
| Maritime Life All American Port-B |
Bernice S. Behar, CFA |
Jamie Rome, CFA |
| March 18, 2004 |
Maritime Life Discovery-A&C |
Anurag Pandit, CFA and Thomas P. Norton, CFA |
Jamie Rome, CFA |
| Maritime Life Discovery-B |
Anurag Pandit, CFA and Thomas P. Norton, CFA |
Jamie Rome, CFA |
| March 11, 2004 |
BMO Emerging Markets |
Austin Forey |
Edward D. Baker III |
| BMO Japanese |
Yukiko Sugimoto |
John Millar |
| BMO International Equity |
Joshua L. Byrne, Simon Davis |
David I. Fisher, Hartmut Giesecke, Arthur J. Gromadzki, Richard N. Havas,
Nancy J. Kyle, Christopher A. Reed, Lionel M. Sauvage, Nilly Sikorsky,
Rudolf M. Staehlin |
| February 10, 2004 |
GWL Balanced (AT) DSC |
Mackenzie Financial - Mgmt. Team |
AIM Trimark Invest Mgmt. - Mgmt. Team |
| GWL Balanced (M) NL |
Mackenzie Financial - Mgmt. Team |
AIM Trimark Invest Mgmt. - Mgmt. Team |
| GWL Dividend/Growth (M) DSC |
Mackenzie Financial - Mgmt. Team |
AIM Trimark Invest Mgmt. - Mgmt. Team |
| GWL Dividend/Growth (M) NL |
Mackenzie Financial - Mgmt. Team |
AIM Trimark Invest Mgmt. - Mgmt. Team |
| February 6, 2004 |
Maritime Life Global Equity-A&C |
John L. F. Wills, Miren Etcheverry, Gerardo Espinoza |
SEAMARK Asset - Mgmt. Team. and Boston Partner Asset - Mgmt. Team |
| Maritime Life Pacific Basin-A&C |
John L. F. Wills, Miren Etcheverry, Gerardo Espinoza |
Hugh Simon and Vincent Cheng |
| February 5, 2004 |
University Avenue Balanced |
Michael Spengemann |
All-Canadian Mgmt. – Mgmt Team |
| University Avenue Canadian |
Michael Spengemann |
All-Canadian Mgmt. – Mgmt Team |
| University Avenue Growth |
Michael Spengemann |
All-Canadian Mgmt. – Mgmt Team |
| University Avenue Money |
T.H. & A. Bodnar |
All-Canadian Mgmt. – Mgmt Team |
| University Avenue US Small Cap |
Larry Jeddeloh, MBA |
All-Canadian Mgmt. – Mgmt Team |
| University Avenue World |
Larry Jeddeloh, MBA |
All-Canadian Mgmt. – Mgmt Team |
| February 3, 2004 |
Clarington U.S. Growth |
Andrew Gallagher |
Tony Genua and Paul O'Neil |
| February 3, 2004 |
Astra AIC Canadian Equity |
Jonathan Wellum, CFA, MBA |
McLean Budden - Mgmt. Team |
| February 3, 2004 |
GWB Canadian Wealth Builder |
Ken Trider |
Ian Madsen |
| GWB High Income Wealth Builder |
Ken Trider |
Ian Madsen |
| January 27, 2004 |
Optima Strategy Glob Fxd Inc Pool |
Assante Asset Management Ltd. |
Trilogy Advisors, LLC |
| Optima Strategy RSP Glo Fx Inc Pool |
Assante Asset Management Ltd. |
Trilogy Advisors, LLC |
| Optima Strategy Short Term Inc Pool |
Assante Asset Management Ltd. |
CI Mutual Funds |
| Optima Strategy Cdn Fixed Inc Pool |
Assante Asset Management Ltd. |
CI Mutual Funds |
| January 26, 2004 |
Scotia Total Return |
Montrusco Bolton Inc. |
Connor, Clark & Lunn - Mgmt. Team |
| Scotia Global Growth |
Montrusco Bolton Inc. |
Capital International - Mgmt. Team |
| January 20, 2004 |
Synergy American Growth Class |
Tom Marsico |
Bill Miller, CFA |
| Synergy American Growth RSP |
Tom Marsico |
Bill Miller, CFA |
| Synergy Global Growth Class |
Tom Marsico & Jim Gendelman |
William Sterling, PhD |
| Synergy Global Growth RSP |
Tom Marsico & Jim Gendelman |
William Sterling, PhD |
| January 16, 2004 |
MD Balanced |
Invesco Glbl Mgmt. Team Atlanta |
Walter Scott and Partners - Mgmt. Team |
| January 16, 2004 |
Disciplined Leadership Cdn Equity |
David Burrows |
Bruce Hartman |
| Disciplined Leadership High Income |
David Burrows |
Bruce Hartman |
| Disciplined Leadership US Equ (US$) |
David Burrows |
Bruce Hartman |
| January 13, 2004 |
CIBC Canadian Small Companies |
David Graham, Stephen Caldwell |
Jennifer Law |
| CIBC Capital Appreciation |
David Graham, Stephen Caldwell |
Jennifer Law |
| CIBC N. A. Demographics |
Stephen Kahn |
Susan Da Sie |
| January 13, 2004 |
Accumulus N.A. Index Momentum RSP |
David Passalent |
Felcom Mgmt Corp. - Mgmt. Team |
| January 6, 2004 |
Redwood Energy |
Mark Maxwell |
Mark L Arthur |
| December 15, 2003 |
CI Explorer |
John Sartz |
Peter J. Hodson |
| CI Explorer Sector |
John Sartz |
Peter J. Hodson |
| CI Explorer Sector (US$) |
John Sartz |
Peter J. Hodson |
| CI Explorer Seg II |
John Sartz |
Peter J. Hodson |
| CI Explorer Segregated I |
John Sartz |
Peter J. Hodson |
| CI World Equity |
David Mannheim & Marcus L. Smith |
John Hock |
| December 15, 2003 |
Commonwealth World Balanced Ltd |
CDP Capital - Mgmt. Team |
Michael McHugh |
| Commonwealth World Balanced (US$) |
CDP Capital - Mgmt. Team |
Michael McHugh |
| Dynamic Canadian Bond |
CDP Capital - Mgmt. Team |
Michael McHugh |
| Dynamic Canadian Dividend Ltd |
CDP Capital - Mgmt. Team |
David Taylor |
| Dynamic Canadian Government Bond |
CDP Capital - Mgmt. Team |
Michael McHugh |
| Dynamic Value Balanced |
CDP Capital - Mgmt. Team |
Michael McHugh |
| November 25, 2003 |
Trimark Enterprise |
Catherine (Kiki) Delaney |
Ian Hardacre |
| November 4, 2003 |
Synergy Canadian Growth Class |
Andrew McCreath |
David Picton |
| Synergy Canadian Income |
Suzann Pennington |
Eric Bushell & Ben Cheng & James Dutkiewicz |
| Synergy Cdn. S.T. Income Class |
Suzann Pennington |
James Dutkiewicz |
| Synergy Cdn. Style Mgmt. Class |
Andrew McCreath & Suzann Pennington |
Kim Shannon & Robert Tattersall |
| Synergy Canadian Value Class |
Suzann Pennington |
Kim Shannon |
| Synergy Global Short-Term Income Cl |
Michael Mahoney |
James Dutkiewicz |
| Synergy Glo Short-Term Inc Cl (US$) |
Michael Mahoney |
James Dutkiewicz |
| Synergy Global Value Class |
William Fries |
John Hock |
| Synergy Global Value Class (US$) |
William Fries |
John Hock |
| Synergy Global Value RSP |
William Fries |
John Hock |
| Synergy Global Style Mgmt. Class |
John Hock & William Priest |
Michael McLaughlin |
| Synergy Global Style Management RSP |
John Hock & William Priest |
Michael McLaughlin |
| Synergy Global Style Mgmt Cl (US$) |
John Hock & William Priest |
Michael McLaughlin |
| Synergy Tactical Asset Allocation |
Suzann Pennington |
Eric Bushell & Ben Cheng & James Dutkiewicz |
| October 28, 2003 |
CDA Money Market (Fiera) |
Elantis – Mgmt Team |
Fiera Capital Management Team |
| CDA Bond & Mortgage (Fiera) |
Elantis – Mgmt Team |
Fiera Capital Management Team |
| October 17, 2003 |
GWB Canadian Wealth Builder |
Alan Gunn |
Ken Trider |
| GWB Global Wealth Builder |
Alan Gunn |
Ken Trider |
| GWB High Income Wealth Builder |
Alan Gunn |
Ken Trider |
| October 16, 2003 |
Talvest U.S. Equity Fund |
Alan N. Hoffman |
John C. Leonard
Thomas M. Cole
Thomas J. Digeman of UBS Global Asset Management (Canada) Co |
| September 17, 2003 |
MD Growth |
Franklin Templeton Mgmt- Mgmt. Team |
Franklin Templeton Mgmt- Mgmt. Team (lead)
Howson Tattersall - Mgmt. Team
Walter Scott and Partners - Mgmt. Team
Brandes Invstmt Partners & Co. |
| August 7, 2003 |
CI American Growth |
Peggy Adams |
Bill Miller, CFA |
| CI European Growth |
MFS Institutional Adv - Mgmt Team |
Nandu Narayanan |
| CI Canadian Stock |
David Antonelli, MBA, CPA |
Eric B. Bushell, BA, CFA |
| July 29, 2003 |
AIC Diver Sci & Tech Corp Cl (US$) |
Ronald Elijah, MBA |
Jonathan Wellum |
| AIC Diver Science & Tech (US$) |
Roderick Berry, MBA |
Jonathan Wellum |
| AIC Diver Science & Tech Corp Class |
Jonathan Wellum |
Jonathan Wellum |
| AIC Diver Science & Technology |
Jonathan Wellum |
| AIC RSP Diver Science & Technology |
|
Jonathan Wellum |
| July 23, 2003 |
MD U.S. Small Cap Growth |
Douglas S. Foreman, Charles Larsen, CFA, CIC and Nicholas J. Capuano |
Westfield Capital Mgmt. Team |
| MD Balanced |
Jarislowsky Fraser - Mgmt. Team |
Invesco Glbl Mgmt. Team Atlanta |
| July 22, 2003 |
Horizons Tactical Hedge |
Cornerstenp Trading Co. |
IIU Mgmt. Team and Cornerstone Trading Mgmt. Team |
| July 22, 2003 |
Horizons Tactical Hedge |
Cornerstenp Trading Co. |
IIU Mgmt. Team and Cornerstone Trading Mgmt. Team |
| July 21, 2003 |
TD Canadian Value |
John Pepperell, CFA |
Rachel Kizell and Doug Warwick, BA, CFA |
| July 21, 2003 |
TD Balanced |
Satish Rai, BMath, CFA and Geoff Wilson, BComm |
Geoff Wilson, BComm and Rachel Kizell |
| July 16, 2003 |
Mavrix American Growth |
Greg Edwards and YMG Capital management Inc |
Mavrix Fund Management Inc. - Mgmt. Team |
| July 10, 2003 |
Trimark Enterprise |
Robert Mikalachki, CFA and Keith Graham |
Robert Mikalachki, CFA |
| June 20, 2003 |
Talvest Global Small Cap RSP |
Catherine Somhegyi, BSC, MBA Manager of Nicholas Applegate Capital
Management |
Jamie Rome & Ed Makin of Wellington Management Company LLP |
| Talvest Global Small Cap |
Catherine Somhegyi, BSC, MBA Manager of Nicholas Applegate Capital
Management |
Jamie Rome & Ed Makin of Wellington Management Company LLP |
| June 9, 2003 |
Counsel Select Sector |
Bill R. Keither, John Hock, John Schroer, Stephen Waite |
AIM Funds Mgmt. - Mgmt. Team, CI Global Advisors LLP - Mgmt. Team |
| Counsel Select Sector RSP |
Bill R. Keither, John Hock, John Schroer, Stephen Waite |
AIM Funds Mgmt. - Mgmt. Team, CI Global Advisors LLP - Mgmt. Team |
| Counsel Managed |
Gerry Connor |
John Poulter |
| June 5, 2003 |
Trimark Canadian Small Companies |
G. Keith Graham, MBA, CFA |
Robert Mikalachki, CFA |
| Trimark U.S. Small Companies Class |
Robert Mikalachki, CFA |
Geoff MacDonald, MBA, CFA, BBA |
| Trimark U.S. Small Comp Cl (US$) |
Rex Chong, CFA, MBA |
Geoff MacDonald, MBA, CFA, BBA |
| Trimark Income Growth – SC |
Vince Hunt, CFA |
Rex Chong, CFA, MBA |
| Trimark Income Growth – DSC |
G. Keith Graham, MBA, CFA |
Vince Hunt, CFA |
| June 5, 2003 |
TD Global RSP Bond |
Satish Rai |
David McCulla (with existing Lead Manager Geoff Wilson) |
| TD Short-Term Bond |
Satish Rai |
David McCulla (with existing Lead Manager Geoff Wilson) |
| TD Balanced |
Satish Rai |
Rachel Kizell (with existing Lead Manager Geoff Wilson) |
| TD Canadian Index |
Thomas Kain |
Terry Horaski (existing Lead Manager) |
| May 25, 2003 |
Mackenzie Balanced |
Chris Kresic, CFA |
Timothy Gleeson, CFA, Mark Faircloth and John Soukas |
| May 9, 2003 |
MIX AIM American Mid Cap Growth Cl |
Robert M. Kippes |
David Pointer & Ronald Sloan |
| May 1, 2003 |
Maritime Life Canada 60 Index-A&C |
Robert Moffat |
Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life Canada 60 Index-B |
Robert Moffat |
Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life Canada 60 Index-R |
Robert Moffat |
Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life Europe-A&C |
Robert Moffat |
Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life Europe-B |
Robert Moffat |
Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life Eurasia-A&C |
Robert Moffat |
Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life Eurasia-B |
Robert Moffat |
Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life S&P 500-A&C |
Robert Moffat |
Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life S&P 500-B |
Robert Moffat |
Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life U.S. 500 Index-A&C |
Robert Moffat |
Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life U.S. 500 Index-B |
Robert Moffat |
Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life U.S. 500 Index-R |
Robert Moffat |
Toronto Dominion Quantitative Capital - Mgmt. Team |
| May 1, 2003 |
Royal Bond |
Jim Davis |
RBC Global Investment Mgmt. - Mgmt. Team |
| Royal Global Bond |
Jim Davis |
RBC Global Investment Mgmt. - Mgmt. Team |
| Royal Global Balanced |
Jim Davis |
RBC Global Investment Mgmt. - Mgmt. Team |
| RBC Advisor Global Balanced Class |
Jim Davis |
RBC Global Investment Mgmt. - Mgmt. Team |
| April 21, 2003 |
Cote 100 Excel |
Pierre Vaudrin/Andre Benoit |
Marc L’Ecuyer |
| Cote VTA American Equity (US$) |
Pierre Vaudrin/Andre Benoit |
Marc L’Ecuyer |
| Cote VTA Asset Allocation |
Pierre Vaudrin/Andre Benoit |
Marc L’Ecuyer |
| Cote VTA Canadian Equity |
Pierre Vaudrin/Andre Benoit |
Marc L’Ecuyer |
| Cote VTA Income |
Pierre Vaudrin/Andre Benoit |
Marc L’Ecuyer |
| April 3, 2003 |
Altamira High Yield Bond |
Dorothea Mell |
Natcan Investment Mgmt. |
| April 2, 2003 |
AGF India |
Asha Wagle/Jay Mitra |
Patricia Perez-Coutts |
| April 1, 2003 |
RBC Advisor Global Resources Sector |
John Embry |
Gordon Zive |
| Royal Global Resources Sector |
John Embry |
Gordon Zive |
| Royal Balanced |
John Embry |
John Kellett |
| Royal Canadian Equity |
John Embry |
John Kellett |
| Royal Precious Metals |
John Embry |
Gordon Zive |
| March 6, 2003 |
AIC Glo Advantage Seg (100%) |
Neil Murdoch |
Jonathan Wellum |
| AIC Glo Advantage Seg (75%) |
Neil Murdoch |
Jonathan Wellum |
| AIC Global Advantage |
Neil Murdoch |
Jonathan Wellum |
| AIC Global Advantage (US$) |
Neil Murdoch |
Jonathan Wellum |
| AIC Global Advantage Corp Cl (US$) |
Neil Murdoch |
Jonathan Wellum |
| AIC Global Advantage Corporate Cl |
Neil Murdoch |
Jonathan Wellum |
| AIC RSP Global Advantage |
Neil Murdoch |
Jonathan Wellum |
| AIC RSP World Equity |
Neil Murdoch |
Anne-Mette de Place Filippini |
| AIC World Equity |
Neil Murdoch |
Anne-Mette de Place Filippini |
| AIC World Equity (US$) |
Neil Murdoch |
Anne-Mette de Place Filippini |
| AIC World Equity Corporate Cl (US$) |
Neil Murdoch |
Anne-Mette de Place Filippini |
| AIC World Equity Corporate Class |
Neil Murdoch |
Anne-Mette de Place Filippini |
| AIC World Equity Seg (100%) |
Neil Murdoch |
Anne-Mette de Place Filippini |
| AIC World Equity Seg (75%) |
Neil Murdoch |
Anne-Mette de Place Filippini |
| February 24, 2003 |
Clarica Equifund |
NatCan Investment Mgmt. - Mgmt. Team |
Eric B. Bushell |
| Clarica Canadian Blue Chip |
NatCan Investment Mgmt. - Mgmt. Team |
Eric B. Bushell |
| Clarica Canadian Blue Chip A |
NatCan Investment Mgmt. - Mgmt. Team |
Eric B. Bushell |
| Clarica SF Canadian Blue Chip |
NatCan Investment Mgmt. - Mgmt. Team |
Eric B. Bushell |
| Clarica SF Canadian Blue Chip A |
NatCan Investment Mgmt. - Mgmt. Team |
Eric B. Bushell |
| Clarica Income |
Perigee Investment Counsel - Mgmt. Team |
Jeffrey S. Herold |
| Clarica Income A |
Perigee Investment Counsel - Mgmt. Team |
Jeffrey S. Herold |
| Clarica SF Income |
Perigee Investment Counsel - Mgmt. Team |
Jeffrey S. Herold |
| Clarica SF Income A |
Perigee Investment Counsel - Mgmt. Team |
Jeffrey S. Herold |
| Clarica Premier Bond |
Perigee Investment Counsel - Mgmt. Team |
Jeffrey S. Herold |
| Clarica Premier Bond A |
Perigee Investment Counsel - Mgmt. Team |
Jeffrey S. Herold |
| Clarica SF Premier Bond |
Perigee Investment Counsel - Mgmt. Team |
Jeffrey S. Herold |
| Clarica SF Premier Bond A |
Perigee Investment Counsel - Mgmt. Team |
Jeffrey S. Herold |
| February 3, 2003 |
Talvest Cdn. Equity Leaders Fund |
Sharon M. Ranson |
Mclean Budden Management team |
| January 30, 2003 |
Mackenzie Univ RSP U.S. Blue Chip |
Paul Baran |
James Wineland |
| Mackenzie Univ U.S. Blue Chip |
Paul Baran |
James Wineland |
| Mackenzie Univ U.S. Blue Chip (US$) |
Paul Baran |
James Wineland |
| Mackenzie Univ U.S. Blue Chip Seg |
Paul Baran |
James Wineland |
| Mackenzie Univ US Blue Chip Capital |
Paul Baran |
James Wineland |
| Mackenzie Univ RSP Select Managers |
Paul Baran |
Daniel Becker and Philip Sanders |
| Mackenzie Univ Sel Mgrs Cap Class |
Paul Baran |
Daniel Becker and Philip Sanders |
| Mackenzie Univ Sel Mgrs USA Cap-B |
Paul Baran |
Daniel Becker and Philip Sanders |
| Mackenzie Univ Sel Mgrs USA Capital |
Paul Baran |
Daniel Becker and Philip Sanders |
| Mackenzie Univ Select Manager Seg |
Paul Baran |
Daniel Becker and Philip Sanders |
| Mackenzie Univ Select Managers |
Paul Baran |
Daniel Becker and Philip Sanders |
| Mackenzie Univ Select Managers(US$) |
Paul Baran |
Daniel Becker and Philip Sanders |
| January 20, 2003 |
Fidelity Europe Class |
Thierry Serero |
Ian Hart |
| Fidelity Europe-A |
Thierry Serero |
Ian Hart |
| Fidelity Europe-A (US$) |
Thierry Serero |
Ian Hart |
| Fidelity RSP Europe-A |
Thierry Serero |
Ian Hart |
| January 13, 2003 |
Fidelity Latin America-A |
Margaret Reynolds |
Claudio Brocado |
| Fidelity Latin America-A (US$) |
Margaret Reynolds |
Claudio Brocado |
| January 13, 2003 |
CIBC U.S. Equity Index |
Susan Ellison |
Karl Gauvin |
| CIBC U.S. Equity Index (US$) |
Susan Ellison |
Karl Gauvin |
| January 2, 2003 |
Fidelity Focus Natural Res-A (US$) |
John Porter |
Pratima Abichandani |
| Fidelity Focus Natural Resources Cl |
John Porter |
Pratima Abichandani |
| Fidelity Focus Natural Resources-A |
John Porter |
Pratima Abichandani |
| December 13, 2002 |
Hillsdale Cdn Aggressive Hedged A |
Pierre Raymond |
Tony Batek |
| December 5, 2002 |
Elliott & Page Equity Fund |
PCJ Investment Counsel |
MFC Global Investments Management (Canada) |
| December 5, 2002 |
Talvest Dividend Fund |
Réal Trépanier |
Domenic Monteferrante |
| December 4, 2002 |
CIBC Canadian Small Companies |
Jean Michaud |
David Graham & Stephen Caldwell |
| CIBC Capital Appreciation |
Jean Michaud |
David Graham & Stephen Caldwell |
| December 3, 2002 |
FCDA S&P 500 Index (BGI) |
Josephine Marks |
Barclays Global Investors - Mgmt. Team |
| December 1, 2002 |
Fidelity Focus Consumer Ind-A (US$) |
Brian Hanson |
Christian Zann |
| Fidelity Focus Consumer Indust. Cl |
Brian Hanson |
Christian Zann |
| Fidelity Focus Consumer Indust.-A |
Brian Hanson |
Christian Zann |
| November 28, 2002 |
AGF RSP World Companies |
Chris Jenkins |
Steve Way |
| AGF RSP World Equity |
David Kiddle & Anna Piney |
Steve Way |
| AGF World Companies |
Chris Jenkins |
Steve Way |
| AGF World Equity |
David Kiddle & Anna Piney |
Steve Way |
| November 25, 2002 |
Opus 2 U.S. Growth Equity Fund |
YMG Capital Management Inc. |
Fremont Investment Advisors Inc., |
| Opus 2 U.S. Value Equity Fund |
Fremont Investment Advisors Inc. |
Lord, Abbett & Co. LLC |
| November 14, 2002 |
Fidelity True North |
Alan Radlo |
Steven Binder |
| September 4, 2002 |
Talvest Cdn Equity Growth |
Dennis Ouellet |
Réal Trépanier |
| Talvest Dividend |
Dennis Ouellet |
Réal Trépanier |
| August 30, 2002 |
Spectrum Canadian Investment Fund |
Mercury Asset Management Canada |
Sionna Investment Managers Inc.*(Kim Shannon) |
| Spectrum Canadian Equity Fund |
McLean Budden Limited |
Sionna Investment Managers Inc.* (Kim Shannon) |
| Spectrum Canadian Growth Fund |
Howson Tattersall Investment Counsel Ltd., Mulvihill Capital Management
Inc., Mercury Asset Management |
Howson Tattersall Investment Counsel Ltd. (Bob Tattersall |
| Spectrum Canadian Small-Mid Cap Fund |
Mulvihill Capital Management Inc. |
Howson Tattersall Investment Counsel Ltd. (Bob Tattersall) |
| Spectrum Canadian Resource Fund |
Mercury Asset Management Canada |
CI Mutual Funds Inc. (Robert Lyon) |
| Spectrum Global Growth Fund |
Mercury Asset Management Canada |
Steinberg Priest & Sloane Capital Management, LLC (William Priest) |
| Spectrum Global Diversified Fund |
Mercury Asset Management Canada |
CI Global Advisors LLP (William Sterling) |
| Signature Global Small Companies Fund |
CI Mutual Funds Inc. |
Steinberg Priest & Sloane Capital Management, LLC (William Priest) |
| Signature American Small Companies Fund |
CI Mutual Funds Inc. |
Steinberg Priest & Sloane Capital Management, LLC (William Priest) |
| Spectrum American Value Fund |
MFS Institutional Advisors, Inc. |
Steinberg Priest & Sloane Capital Management, LLC (William Priest) |
| Spectrum Optimax USA Fund |
Weiss, Peck & Greer |
Steinberg Priest & Sloane Capital Management, LLC (William Priest) |
| Clarica Premier American |
Perigee Investment Counsel Inc. |
Legg Mason Inc. (Bill Miller) |
| Spectrum Asset Allocation Fund |
AMI Partners Inc. |
Sionna Investment Managers Inc.* (Kim Shannon) |
| Spectrum Diversified Fund |
McLean Budden Limited |
CI Mutual Funds Inc. (Gerry Coleman) |
| Clarica Canadian Diversified Fund |
McLean Budden Limited |
CI Mutual Funds Inc. (Eric Bushell) |
| Clarica Diversifund 40 |
McLean Budden Limited |
CI Mutual Funds Inc. (Eric Bushell) |
| Spectrum European Growth Fund |
Mercury Asset Management Canada |
MFS Institutional Advisors, Inc. |
| Spectrum Asian Dynasty Fund |
MFS Institutional Advisors, Inc. |
Trident Investment Management, LLC (Nandu Narayanan) |
| Spectrum Emerging Markets Fund |
Mercury Asset Management Canada |
Trident Investment Management, LLC (Nandu Narayanan) |
| Spectrum Dividend Fund |
McLean Budden Limited |
CI Mutual Fund Inc. (Eric Bushell) |
| Spectrum Canadian Money Market Fund |
McLean Budden Limited |
CI Mutual Funds Inc. |
| Spectrum US Dollar Money Market Fund |
McLean Budden Limited |
CI Mutual Funds Inc. |
| Spectrum Savings Fund |
McLean Budden Limited |
CI Mutual Fund Inc. |
| Spectrum Short-Term Bond Fund |
McLean Budden Limited |
J. Zechner Associates Inc. (Jeffrey Herold) |
| Spectrum Mid-Term Bond Fund |
McLean Budden Limited |
J. Zechner Associates Inc. (Jeffrey Herold) |
| Spectrum Long-Term Bond Fund |
McLean Budden Limited |
J. Zechner Associates Inc. (Jeffrey Herold) |
| Spectrum RRSP International Bond Fund |
McLean Budden Limited |
CI Global Advisors LLP (William Sterling) |
| Spectrum Global Bond Fund |
Mercury Asset Management Canada |
CI Global Advisors LLP (William Sterling) |
| August 30, 2002 |
TD Global Select |
Bob Yerbury |
William L. Wilby |
| TD Global Select GIF II |
Bob Yerbury |
William L. Wilby |
| TD Global Select RSP |
Bob Yerbury |
William L. Wilby |
| TD Global Select RSP-A |
Bob Yerbury |
William L. Wilby |
| TD Global Select-A |
Bob Yerbury |
William L. Wilby |
| August 9, 2002 |
Mackenzie Ivy European |
Carol L. Franklin/Nicholas Bratt/Joan R. Gregory |
Jerry Javasky |
| Mackenzie Ivy European-M |
Carol L. Franklin/Nicholas Bratt/Joan R. Gregory |
Jerry Javasky |
| Mackenzie Univ Amer Growth |
Robert T. Hoffman/Lori J. Ensinger |
Bluewater Investment Mgmt. - Mgmt. Team |
| Mackenzie Univ American Growth-M |
Robert T. Hoffman/Lori J. Ensinger |
Bluewater Investment Mgmt. - Mgmt. Team |
| Mackenzie Short Term Bond |
Adam M. Greshin/ Gary P. Johnson |
Chris Kresic |
| Mackenzie Short Term Bond-M |
Adam M. Greshin/ Gary P. Johnson |
Chris Kresic |
| May 31, 2002 |
Trimark Interest |
Patrick Farmer |
Rex Chong & Vince Hunt |
| Trimark Interest - DSC |
Patrick Farmer |
Rex Chong & Vince Hunt |
| Trimark Interest Segregated (AIG) |
Patrick Farmer |
Rex Chong & Vince Hunt |
| Trimark Government Income |
Patrick Farmer |
Rex Chong & Vince Hunt |
| Trimark Canadian Bond |
Patrick Farmer |
Rex Chong & Vince Hunt |
| Trimark Canadian Bond Seg (AIG) |
Patrick Farmer |
Rex Chong & Vince Hunt |
| Trimark Advantage Bond |
Patrick Farmer |
Rex Chong & Vince Hunt |
| Trimark US Money Market (US$) |
Patrick Farmer |
Rex Chong & Vince Hunt |
| Trimark US Money Market (US$)-DSC |
Patrick Farmer |
Rex Chong & Vince Hunt |
| Trimark Global High Yield Bond |
Patrick Farmer |
Rex Chong & Vince Hunt |
| Trimark Global High Yld Bond (US$) |
Patrick Farmer |
Rex Chong & Vince Hunt |
| Trimark RSP Global High Yield Bond |
Patrick Farmer |
Rex Chong & Vince Hunt |
| Trimark Income Growth - DSC |
Patrick Farmer |
Rex Chong, G. Keith Graham & Vince Hunt |
| Trimark Income Growth - SC |
Patrick Farmer |
Rex Chong, G. Keith Graham & Vince Hunt |
| Trimark Select Balanced |
Patrick Farmer |
Rex Chong, Carmen Veloso, Ian Hardacre & Vince Hunt |
| Trimark Select Balanced Seg (AIG) |
Patrick Farmer |
Rex Chong, Carmen Veloso, Ian Hardacre & Vince Hunt |
| Trimark Global Balanced |
Patrick Farmer |
Rex Chong, Richard Jenkins, Dana Love & Vince Hunt |
| Trimark Global Balanced (US$) |
Patrick Farmer |
Rex Chong, Richard Jenkins, Dana Love & Vince Hunt |
| Trimark RSP Global Balanced |
Patrick Farmer |
Rex Chong, Richard Jenkins, Dana Love & Vince Hunt |
| AIM Global Technology |
Michelle Espelien |
Bill R. Keithler |
| AIM Global Technology (US$) |
Michelle Espelien |
Bill R. Keithler |
| AIM Global Technology Class |
Michelle Espelien |
Bill R. Keithler |
| AIM Global Technology Class (US$) |
Michelle Espelien |
Bill R. Keithler |
| AIM RSP Global Technology |
Michelle Espelien |
Bill R. Keithler |
| AIM Global Theme Class |
Dale Griffen, Ben Hock, Jonathan Schoolar and Monika Degan |
Derek S. Izuel, Barrett K. Sides, Clas G. Olsson & Jason T. Holzer |
| AIM Global Theme Class (US$) |
Dale Griffen, Ben Hock, Jonathan Schoolar and Monika Degan |
Derek S. Izuel, Barrett K. Sides, Clas G. Olsson & Jason T. Holzer |
| AIM RSP Global Theme |
Dale Griffen, Ben Hock, Jonathan Schoolar and Monika Degan |
Derek S. Izuel, Barrett K. Sides, Clas G. Olsson & Jason T. Holzer |
| AIM Core Global Equity Class |
Dale Griffen, Ben Hock, Jonathan Schoolar and Monika Degan |
Bill Kanko, Barrett K. Sides, Derek S. Izuel, Jason T. Holzer, Judith
Adams & Tye Bousada |
| AIM Core Global Equity Class (US$) |
Dale Griffen, Ben Hock, Jonathan Schoolar and Monika Deganr |
Bill Kanko, Barrett K. Sides, Derek S. Izuel, Jason T. Holzer, Judith
Adams & Tye Bousada |
| AIM RSP Core Global Equity |
Dale Griffen, Ben Hock, Jonathan Schoolar and Monika Degan |
Bill Kanko, Barrett K. Sides, Derek S. Izuel, Jason T. Holzer, Judith
Adams & Tye Bousada |
| May 1, 2002 |
Spectrum Canadian Resource |
Gaelen Morphet |
Graham Birch & Evy Hambro |
| April 8, 2002 |
Astra Dynamique |
Franklin Templeton Mgmt. - Mgmt. Team |
Jarislowsky Fraser Ltd. - Mgmt. Team |
| Astra Equilibre |
Franklin Templeton Mgmt. - Mgmt. Team |
Jarislowsky Fraser Ltd. - Mgmt. Team |
| Astra Securitaire |
Franklin Templeton Mgmt. - Mgmt. Team |
Jarislowsky Fraser Ltd. - Mgmt. Team |
| March 30, 2002 |
TD Global Government Bond Fund |
David Gibbon and Mark Settles |
Satish Rai and Geoff Wilson |
| March 1, 2002 |
Cartier U.S. Equity Fund |
Alain Guilmette & associés |
Holdun Investment Management Inc. |
| March 8, 2002 |
AGF Managed Futures Fund |
John Di Tomasso |
AGF Management Team |
| March 4, 2002 |
Fidelity Focus Consumer Ind-A (US$) |
John Porter |
Brian Hanson |
| Fidelity Focus Consumer Indust. Cl |
John Porter |
Brian Hanson |
| Fidelity Focus Consumer Indust.-A |
John Porter |
Brian Hanson |
| Fidelity Focus Health Care Class |
Yolanda Strock |
Steve Calhoun |
| Fidelity Focus Health Care-A |
Yolanda Strock |
Steve Calhoun |
| Fidelity Focus Health Care-A (US$) |
Yolanda Strock |
Steve Calhoun |
| Fidelity RSP Focus Healthcare-A |
Yolanda Strock |
Steve Calhoun |
| Fidelity Focus Natural Res-A (US$) |
Scott Offen |
John Porter |
| Fidelity Focus Natural Resources Cl |
Scott Offen |
John Porter |
| Fidelity Focus Natural Resources-A |
Scott Offen |
John Porter |
| February 28, 2002 |
AIM Global Sector Managers Cl (US$) |
Jeffery Morris |
Joseph Skornicka |
| AIM Global Sector Managers Cl (US$) |
Jeffery Morris |
Joseph Skornicka |
| AIM RSP Global Sector Managers |
Jeffery Morris |
Joseph Skornicka |
| AIM Global Financial Ser Cl (US$) |
Jeffery Morris |
Joseph Skornicka |
| AIM Global Financial Services Class |
Jeffery Morris |
Joseph Skornicka |
| AIM RSP Global Financial Services |
Jeffery Morris |
Joseph Skornicka |
| January 23, 2002 |
Fidelity Focus Technology Class |
Chris Zepf |
Telis Bertsekas |
| Fidelity Focus Technology-A |
Chris Zepf |
Telis Bertsekas |
| Fidelity Focus Technology-A (US$) |
Chris Zepf |
Telis Bertsekas |
| Fidelity RSP Focus Technology-A |
Chris Zepf |
Telis Bertsekas |
| December 1, 2001 |
CI Global Telecom. Sector S (US$) |
Stephen Waite |
Andre Desautel |
| CI Global Telecommunications Sect |
Stephen Waite |
Andre Desautel |
| CI Global Telecommunications RSP |
Stephen Waite |
Andre Desautel |
| CI Global Tech. Sector Shar (US$) |
Stephen Waite |
Andre Desautel |
| CI Global Technology RSP |
Stephen Waite |
Andre Desautel |
| CI Global Technology Sector |
Stephen Waite |
Andre Desautel |
| CI Global Biotech Sector (US$) |
Stephen Waite |
Maxim Jacobs |
| CI Global Biotechnology RSP |
Stephen Waite |
Maxim Jacobs |
| CI Global Biotechnology Sector |
Stephen Waite |
Maxim Jacobs |
| CI Glo Business-to-Business (US$) |
Stephen Waite |
Francois Campeau |
| CI Glo Business-to-Business RSP |
Stephen Waite |
Francois Campeau |
| CI Glo Business-to-Business Sec |
Stephen Waite |
Francois Campeau |
| CCI Global Boomernomics (US$) |
Stephen Waite |
Robert Beckwitt |
| CI Global Boomernomics GIF-A |
Stephen Waite |
Robert Beckwitt |
| CI Global Boomernomics GIF-B |
Stephen Waite |
Robert Beckwitt |
| CI Global Boomernomics RSP |
Stephen Waite |
Robert Beckwitt |
| CI Global Boomernomics RSP GIF-A |
Stephen Waite |
Robert Beckwitt |
| CI Global Boomernomics RSP GIF-B |
Stephen Waite |
Robert Beckwitt |
| CI Global Boomernomics Sector |
Stephen Waite |
Robert Beckwitt |
| November 28, 2001 |
StrategicNova Cdn High Yield Bond |
Michael Labanowich |
Barry Allan |
| November 13, 2001 |
StrategicNova Emerging Market Fund |
Robert Conlon |
Neil Hobson |
| November 2, 2001 |
IG AGF International Equity Fund |
Rupert Robinson |
Chris Jenkins |
| October 18, 2001 |
AGF Latin America |
Peter Gruber |
Patricia Perez-Coutts |
| AGF Latin America (US$) |
Peter Gruber |
Patricia Perez-Coutts |
| October 10, 2001 |
Talvest Cdn. Asset Allocation |
Jean-Guy Desjardin |
TAL Global Asset Management - Mgmt. Team |
| Talvest Global Asset Allocation RSP |
Jean-Guy Desjardin |
TAL Global Asset Management - Mgmt. Team |
| October 6, 2001 |
MAXXUM Canadian Balanced |
Gerald T. Boychuk, Doug Crawford & Martin Anstee |
Timonthy Gleeson, Chuck Roth & Chris Kresic |
| MAXXUM Canadian Equity Growth |
Jacqueline Pratt |
Chuck Roth |
| MAXXUM Dividend |
Jacqueline Pratt |
Bill Procter |
| MAXXUM Income |
Gerald T. Boychuk |
Timonthy Glesson & Chris Kresic |
| MAXXUM Money Market |
Doug Crawford |
Timonthy Glesson & Chris Kresic |
| MAXXUM Natural Resource |
Jacqueline Pratt |
Frederick Sturm |
| MAXXUM Precious Metals |
Martin Anstee |
Frederick Sturm |
| October 3, 2001 |
AIC American Balanced |
-- |
Michele Calpin |
| AIC American Balanced (US$) |
-- |
Michele Calpin |
| AIC American Balanced Corp Cl (US$) |
-- |
Michele Calpin |
| AIC American Balanced Corp Class |
-- |
Michele Calpin |
| AIC Amer Income Equity Seg (100%) |
-- |
Michele Calpin |
| AIC Amer Income Equity Seg (75%) |
-- |
Michele Calpin |
| AIC Global Balanced |
-- |
Anne-Mette de Place Filippini |
| AIC Global Balanced (US$) |
-- |
Anne-Mette de Place Filippini |
| AIC RSP Global Balanced |
-- |
Anne-Mette de Place Filippini |
| August 22, 2001 |
Mavrix American Growth Fund |
YMG |
Greg Edwards, YMG Capital Management Inc. (subadvisor) |
| Mavrix Balanced Fund |
YMG |
Mal Spooner, Mavrix Fund Management Inc. |
| Mavrix Bond Fund |
YMG |
YMG Capital Management Inc. |
| Mavrix Canadian Value Fund |
YMG |
Mal Spooner & Ray Steele , Mavrix Fund Management Inc. |
| Mavrix Emerging Companies Fund |
YMG |
Mal Spooner, Mavrix Fund Management Inc. |
| Mavrix Enterprise Fund |
YMG |
Ray Steele, Mavrix Fund Management Inc. |
| Mavrix Growth Fund |
YMG |
Mal Spooner, Mavrix Fund Management Inc. |
| Mavrix Income Fund |
YMG |
Bill Shaw, Mavrix Fund Management Inc. |
| Mavrix Money Market |
YMG |
YMG Capital Capital Management Inc. |
| Mavrix Strategic Fixed Income Fund |
YMG |
Art Yeates, YMG Capital Management Inc. (subadvisor) |
| Mavrix Sustainable Development Fund |
YMG |
Jones Heward Investment Counsel Inc. |
| July 24, 2001 |
Optima International Equ Diver Pool |
Assante Asset Management Ltd. - Mgmt. Team |
Alliance Capital Mgmt.(USA) - Mgmt. Team |
| July 24, 2001 |
Optima RSP Int'l Equity Divers Pool and Optima RSP US Equ Diversified
Pool |
Rex Sinquefield |
Dave Plecha |
| July 6, 2001 |
AGF Global Total Return Bond |
Joseph Harch, Michael Lewitt & Tom Krasner |
Scott Colbourne & Yvonne Brett |
| June 28, 2001 |
Batterymarch U.S. Equity Fund |
Perigee Investment Counsel Inc. |
Batterymarch Financial Management |
| June 13, 2001 |
Assumption/FDI Focus Technology, Fidelity Focus Technology-A, Fidelity
Focus Technology-A (US$) and Fidelity RSP Focus Technology-A |
Larry Rakers |
Chris Zephf |
| June 6, 2001 |
Fidelity Emerging Mkts Portfolio-A |
Patricia Satterthwaite |
John Carlson |
| March 21, 2001 |
CI Canadian Balanced |
John Zechner |
Wally Kusters |
| March 21, 2001 |
CI Canadian Growth, CI Canadian Income, CI Canadian Income GIF, CI
Canadian Sector Shares |
John Zechner |
Eric Bushell |
| January 01, 2001 |
Investors Corporate Bond |
Jeff Hall |
Paul Hancock |
| January 01, 2001 |
Investors Canadian Equity |
RPaul Hancock |
Scott Penman |
| December 15, 2000 |
Global Strategy World Opportunities |
John Startzs |
Steve Way |
| December 15, 2000 |
Global Strat Rothschild Euro Plus |
Chris Jenkins |
John Arnold |
| December 15, 2000 |
Global Strategy Europe Plus RSP |
Chris Jenkins |
John Arnold |
| December 15, 2000 |
Global Strat Roths World Bal RSP |
Chris Jenkins |
John Arnold |
| December 15, 2000 |
Global Strat Rothschild Wrld Bal |
Chris Jenkins |
John Arnold |
| December 15, 2000 |
Global Strategy Japan Plus RSP |
Rupert Robinson |
Steve Way |
| December 15, 2000 |
Global Strat Rothschild US Equity |
Mark Tavel |
Steve Rogers |
| December 15, 2000 |
Global Strat Rothschild World Bond |
Dale Thomas |
Clive Coombs & Scott Colbourne |
| December 15, 2000 |
Global Strategy Rothschild Bond |
Dale Thomas |
Clive Coombs & Scott Colbourne |
| December 15, 2000 |
Global Strategy World Bond RSP |
Dale Thomas |
Clive Coombs & Scott Colbourne |
| December 15, 2000 |
Global Strategy Money Market |
Scott Elphinstone |
Tristan Sones |
| December 15, 2000 |
Global Strat Roths World Co RSP |
Montgomert Asset Management |
Chris Jenkin |
| December 15, 2000 |
Global Strat Rothschild Wrld Cos |
Montgomert Asset Management |
Chris Jenkin |
| December 15, 2000 |
Global Strat Rothschild Wrld Equ |
Capital International |
Rupert Robinson |
| December 15, 2000 |
Global Strategy World Equity RSP |
Capital International |
Rupert Robinson |
| December, 2000 |
Investors Summa |
-- |
Scott Morrison |
| December, 2000 |
CI Global Technology Sector |
-- |
Stephen Waite |
| December 15, 2000 |
Global Strategy World Companies Fund and Global Strategy World Equity
Fund |
-- |
Rothschild Asset Management |
| December 15, 2000 |
Global Strategy Europe Plus Fund and Global Strategy World Balanced Fund |
-- |
AGF International Advisors Company Ltd. |
| December 15, 2000 |
Global Strategy World Bond Fund (and RSP version), Global Strategy Money
Market Fund, Global Strategy Japan Plus RSP Fund, Global Strategy U.S.
Equity Fund, Global Strategy Bond Fund, Global Strategy Europe Plus RSP
Fund, Global Strategy World Equity RSP Fund, Global Strategy World Companies
RSP Fund, and Global Strategy World Balanced RSP Fund |
-- |
AGF Funds Inc. |
| November 20, 2000 |
Global Strategy Canadian Opportunities and Global Strategy Canadian
Small Cap |
John Startzs |
Gerard Ferguson |
| November 20, 2000 |
Global Strategy Canadian Companies and Global Strategy Growth & Income |
Richard Wernham |
Martin Hubbes |
| November 20, 2000 |
Global Strategy Canada Growth |
Tony Massie |
Joel Raby |
| November 20, 2000 |
Global Strategy Income Plus |
Tony Massie |
Christine Hughes |
| November 20, 2000 |
Global Strategy Gold Plus |
Tony Massie |
Bob Farquharson |
| October 16, 2000 |
Ethical Pacific Rim Fund |
n/a |
Alliance Capital Management Canada, Inc. |
| October 1, 2000 |
Ethical Balanced Fund |
n/a |
Greystone Managed Investments Inc. |
| November 20, 2000 |
Global Strategy Canadian Opportunities and Global Strategy Canadian
Small Cap |
John Startzs |
Gerard Ferguson |
| October 13, 2000 |
Sceptre Global Equity fund |
Lennox J.D. McNeedy |
Putnam Advisory Company |
| September 22, 2000 |
ING Direct Canadian fund |
Christian Langevin |
Patrick Roy |
| September 1, 2000 |
Bissett Large Cap Fund |
N/A |
Garey J. Aitken with Fred Pynn |
| August 2000 |
AGF China Focus Class Fund |
Yuki Aiga |
Raymond Tse of Normura Asset Management |
| July 7, 2000 |
Can-Am, Can-Asian, Can-Euro, Can-Daq 100, Can-Emerge, Can-Global Bond,
Canadian 25 Index, American Equity Index, European Equity Index,
International Bond Index and American Asset Allocation |
NN Life's (ING Life) |
Transamerica's Canadian Investment Management team |
| July 7, 2000 |
C.I. World Bond, C.I. Global Bond RSP |
William Sterling & Kent Osband |
Greg Diliberto |
| July 7, 2000 |
Hansberger European, Hansberger European Sector Shares |
Nandu Narayannan |
Lauretta (Retz) Reeves, MBA |
| June 27, 2000 |
Dynamic Small Cap Fund. |
Ned Goodman |
Todd Beallor |
| June 23, 2000 |
C.I. American Fund, C.I. American RSP Fund, C.I. American Sector Shares,
C.I. American Seg, C.I. American RSP GIF and the C.I. American GIF Fund.
|
Bill Priest and
Susan Everly of CSAM. |
Derek Webb of C.I. Mutual Funds |
| June 20, 2000 |
C.I. Global Technology Sector Fund and the C.I. Global Technology RSP
Fund |
Susan Everly and
Scott Lewis of CSAM. |
Scott Morrison of C.I. Mutual Funds |
| June 5, 2000 |
C.I. Global Health Sciences Sector Shares and the C.I. Global Health
Sciences RSP Fund |
James Abate |
Andrew Waight of C.I. Mutual Funds |
| May 8, 2000 |
C.I. Global Financial Services Sector Shares, C.I. Global Consumer
Products Sector Shares and their RSP equivalents |
James Abate |
John Hock of C.I. Mutual Funds |
| May 1, 2000 |
Universal World Value, Universal World Balanced RRSP, Universal World
Growth RRSP |
Barbara Trebbi |
Sheridan Reilly |
| May 1, 2000 |
C.I. Global Managers Sector Shares and its RSP equivalent |
James Abate |
John Hock |
| May 1, 2000 |
C.I. American Fund and its RSP equivalent |
James Abate |
Bill Priest and Susan Everly of CSAM |
| May 1, 2000 |
C.I. Global Technology Sector Shares and its RSP equivalent |
James Abate |
Susan Everly, Scott Lewis and Esther Schreiber of CSAM |
| May 1, 2000 |
C.I. Global Health Sciences Sector Shares ant its RSP equivalent |
James Abate |
Susan Everly and Peter Wen of CSAM |
| April 3, 2000 |
IG Scudder Emerging Markets Growth |
Joyce E. Cornell |
Jennifer Bloomfield and Mehdi Dazi |
| March 31, 2000 |
YMG International |
Michael Doran |
Bill Chinery |
| February 1, 2000 |
The Canadian Equity portion of the Guardian fund portfolio |
Larry Kennedy |
Kevin Kassen |
| January 1, 2000 |
Investors Special |
Bill Chornous |
Geoff Barth |
| January 1, 2000 |
Investors Mutual of Canada |
Geoff Barth |
Christine Décarie |
| January 1, 2000 |
Investors Canadian Small-Cap |
Mark Rarog |
Scott Penman & Geoff Barth |
| January, 2000 |
BPI Global Small Companies |
BPI Global Asset Management LLP (BGAM) |
Andrew Waight of C.I. Mutual Funds |
| January, 2000 |
BPI American Small Companies |
BPI Global Asset Management LLP (BGAM) |
Scott Morrison of C.I. Mutual Funds |
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