For Investors
Returns as at December 31, 2011
Mutual Fund Median
1 Mth 1 Year
CDN Equity -1.48% -10.33%
CDN Sm Equity -1.52% -15.27%
US Equity 0.10% -1.49%
Int'l Equity -2.43% -12.62%
Cdn Bal 0.30% -1.27%
Cdn Bond 1.45% 7.03%

Group RRSP/DC Plans
Sample Fund Returns
1 Mth
Cdn Equity  
AGF Cdn Stock -1.46%
Mac Unv Cdn Growth 0.29%
Cdn Sm Equity  
Front Street Growth -2.51%
IA Clarington Small 1.20%
Int'l Equity  
AGF Int'l Stock -3.24%
Mac Ivy European -1.83%
Cdn Bal  
AGF Cdn Asset Allocation -0.58%
Mac Ivy Growth & Income 0.35%
Mac Maxxum Mthly Inc. 0.90%
Cdn Bond  
Mac Sentinel Corp. 2.26%
Mac Sentinel Bond 1.37%
Mutual Fund Data Provided by
FUNDATA.COM
For Investors needing a professional opinion and service with ..

Investment Counselling

 DV Associates has combined its actuarial expertise with an extensive background and over 15 years of experience in the development of both registered and non-registered investment portfolios. DVA provides investment counselling to both pension plan sponsors and to individual plan members.

Pooled Pension Funds

 DV Associates has combined its actuarial expertise with an extensive background and over 15 years of experience in the development of both registered and non-registered investment portfolios. DVA provides investment counselling to both pension plan sponsors and to individual plan members.

Mutual Funds

 Mutual funds are the most suitable investment vehicle for individual investors and employer sponsored plans such as Group RRSPs that have accumulated relatively small amounts. DV Associates has developed an unparalleled package of knowledge and data to assist investors and plan sponsors in the selection and ongoing monitoring of mutual funds.

Trend Graphs

 For 50 or more years investment results for pension plans and other investment funds have been presented, usually with the use of bar charts, for a single measurement date. Typically the measurement date is the latest calendar quarter ending date.
More Information

For more information download our brochure or contact us at:
Phone: 416-447-7900
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Our prime focus is to take the hassle out of all aspects of our clients' employee benefits and retirement savings programs.
Within a couple of weeks of appointment as manager of our Group RRSP/DPSP, Donaldson Vincent Associates had established order and eliminated confusion with respect to each members' investment holdings. The employees were much happier and had gained some confidence that the retirement savings program would meet their objectives."
Ralph Lake, President
L & M Precision Products Inc.