SOMEONE’S SITTING IN THE SHADE TODAY BECAUSE SOMEONE PLANTED A TREE A LONG TIME AGO. — Warren Buffett
Lawyers Financial is committed to helping you grow and maintain your financial security. That’s why Warren Buffett’s insightful quote about building long-term wealth is among our favourites. And it’s why we’re delighted to announce the launch of a redesigned CBIA/Lawyers Financial Investment Program (LFIP)!
Effective November 1st, 2017, the LFIP will include a significantly enhanced lineup of funds offered through Morneau Shepell, Canada’s largest retirement and benefits plan administrator, and Great-West Life, one of Canada’s largest financial services companies.
Other value-added enhancements include:
- Lower costs. Already low Investment Management Fees (IMFs) are being reduced for most funds.
- More investment options. A 200% increase in the number of available funds.
- New fund categories, including socially responsible, target risk, mortgage, foreign and alternative bond, real estate, low volatility, dividend, low volatility and infrastructure.
- More funds from your favourite managers, including Vanguard, Trimark, Fidelity, PH&N, Putnam, TD and Mackenzie.
- More passive/index funds.
- Non-registered accounts.
- Cost transparency. Your cost of investing will be itemized on your statement. For non-registered accounts, these costs are tax deductible, but please check with your tax professional for details.
- Improved technology. Morneau Shepell is a leader in client-centric investment tools. You will have access to a powerful retirement income calculator, and the ability to rebalance your portfolio with the click of a mouse.
In addition, we will continue to offer our Loyalty and CBA Member discounts*:
- The LFIP Loyalty Program. We believe in rewarding loyal clients. As your account grows, you benefit from even lower IMFs. Account balances between $50,000 and $499,999.99 receive a discount of 0.10%, and account balances of $500,000 or more receive a discount of 0.20% off our already low IMFs.
- CBA Member Discount. CBA members receive an additional discount of 0.40% off our already low IMFs.
- Combined discounts. The CBA Member Discount can be combined with the LFIP Loyalty Program for significant savings!
For more information:
- Read our FAQs.
- Contact your Lawyers Financial Advisor.
- Contact CBIA/Lawyers Financial at 1-800-267-2242 or firstname.lastname@example.org.
- Come back and visit on November 1 when the new plan officially launches.
*The LFIP Loyalty Program and CBA Member Discounts are only available for individual investor plans.
The Lawyers Financial Investment Program is issued by The Great-West Life Assurance Company or its subsidiaries and administered by Morneau Shepell Ltd. Lawyers Financial products and plans are sponsored by The Canadian Bar Insurance Association (CBIA). Lawyers Financial is a trade mark of CBIA and is used under license by Morneau Shepell Ltd. and The Great-West Life Assurance Company.