Products

Investment Program

 

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).

 

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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.
  • RRIFs/LIFs.
  • 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:

 

*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.