Page 27 - CCCA Magazine Winter 2017

NEW! Investment Program

exclusively for Lawyers,

their Families, and Staff

Lower costs – already low investment management fees (IMFs) are being reduced
even further for most funds. Loyalty discounts offer savings up to an additional 0.60%.
More investment options – a 200% increase in the number of funds to choose from.

New fund categories – socially responsible, target risk, real estate, foreign and alternative
bond, low volatility, and more.
Cost transparency – all costs will be fully itemized so you can maximize potential tax
deductions in non-registered accounts.
Improved technology – access to a robust retirement income calculator and the ability
to re-balance your portfolio with the click of a mouse.

Let’s review your current portfolio to ensure you are building wealth and minimizing costs.
Speak to your local Lawyers Financial Advisor or visit www.lawyersfnancial.ca/investments

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 trademark of CBIA and is used under license by Morneau Shepell Ltd. and the Great-West Life Assurance Company.