Pension Fund Survey PDF

Beginning in the late 1960s B. J. Vincent Company Limited, a predecessor company to DV Associates, introduced one of the first surveys of investment returns for pooled funds especially designed for pension plans. The Pooled Pension Fund survey has continued to be published each calendar quarter since that time.

Presented in the PDF below are extracts from the latest Pooled Pension Fund survey. Note that the B. J. Vincent survey presents returns both on the traditional lump sum investment basis and also assuming a uniform monthly deposit over each measurement period. This latter calculation gives a rate of return that would approximate the kind of return a member of a Group RRSP with payroll deduction might experience.

Pension Fund Survey PDF


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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.


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