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Fund Manager Changes

Fund Changes

From January 1, 2000, to the present

Date Fund Outgoing Management New Management
November 15, 2004 Synergy American Momentum David K. Picton Synergy Asset Mgmt. – Team
Synergy American Momentum (US$) David K. Picton Synergy Asset Mgmt. – Team
Synergy American Momentum RSP David K. Picton Synergy Asset Mgmt. – Team
Synergy Canadian Momentum Class David K. Picton Synergy Asset Mgmt. – Team
Synergy Canadian Momentum Sector David K. Picton Synergy Asset Mgmt. – Team
Synergy Cdn. Style Mgmt. Class Peter J. Hodson, David K. Picton, Kim Shannon Synergy Asset Mgmt. – Team
Synergy Extreme Canadian Equity Peter J. Hodson, David K. Picton, Andrew S. McCreath Synergy Asset Mgmt. – Team
Synergy Extreme Global Equity Michael Mahoney, David K. Picton, Andrew S. McCreath, Robert Treich and Tom Marsico Synergy Asset Mgmt. – Team
Synergy Extreme Global Equity (US$) Michael Mahoney, David K. Picton, Andrew S. McCreath, Robert Treich and Tom Marsico Synergy Asset Mgmt. – Team
Synergy Extreme Global Equity RSP Michael Mahoney, David K. Picton, Andrew S. McCreath, Robert Treich and Tom Marsico Synergy Asset Mgmt. – Team
Synergy Global Momentum Class Michael Mahoney Synergy Asset Mgmt. – Team
Synergy Global Momentum Class (US$) Michael Mahoney Synergy Asset Mgmt. – Team
Synergy Global Momentum RSP Michael Mahoney Synergy Asset Mgmt. – Team
Synergy Global Style Mgmt. Class William Sterling, David K. Picton, Michael Mahoney, John Hock, Bill Miller, William Priest Synergy Asset Mgmt. – Team
October 22nd, 2004 Dynamic Global Small Cap Value Goodman & Company - Mgmt.Team David Fingold
Dynamic Power Small Cap Rohit Sehgal Rohit Sehgal and Alexander Lane
October 15th, 2004 AIM European Growth Dominic Wallington Clas G. Olsson
AIM European Growth (US$)   Jason T. Holzer
AIM European Growth Class   Borge Endersen
AIM European Growth Class (US$)   Matt Dennis
AIM Indo-Pacific Henry Chan Paul Chesson
AIM Indo-Pacific (US$)   Stuart Parks
October 5th, 2004 Dynamic U.S. Small Cap Value Mario Gabelli Goodman & Company – Mgmt. Team
Dynamic International Value Class Tim Sanderson, Todd Beallor, Chuk Wong Todd Beallor, Chuk Wong
October 5th, 2004 AIM Global Health Sciences Thomas R. Wald Heather Peirce
AIM Global Health Sciences (US$) Scott Breaux and Brent Olson Jim Young
AIM Global Health Sci Class Thomas R. Wald Heather Peirce
AIM Global Health Sci Class (US$) Scott Breaux and Brent Olson Jim Young
October 5th, 2004 London Life European Equity (S) Sceptre Invest. Counsel – Mgmt. Team Setanta Asset Management – Mgmt. Team
October 1st, 2004 Maritime Life Aggressive Equity-A&C Alex Sasso, BComm, CFA Christian Cyr, CFA
Maritime Life Aggressive Equity-B Alex Sasso, BComm, CFA Christian Cyr, CFA
Maritime Life Cdn Small Cap A&C Brad Cann, CFA, MBA Ted Whitehead, B.Comm, CFA
Maritime Life Cdn Small Cap-B Brad Cann, CFA, MBA Ted Whitehead, B.Comm, CFA
Maritime Life Cdn Growth-R Brian Trenholm, MBA Ted Whitehead, B.Comm, CFA
Maritime Life Cdn Growth II-R Brian Trenholm, MBA Ted Whitehead, B.Comm, CFA
September 29, 2004 Altamira Special Growth Alex Sasso Christian Cyr
Altamira Select American Alex Sasso, Bill Onslow and Craig Millar Robert Beauregard, Christian Cyr and Craig Millar
Altamira Global Small Co. Alex Sasso and Craig Millar Robert Beauregard, Christian Cyr and Craig Millar
September 21, 2004 Clarica Balanced AIM Trimark Invest Mgmt. - Mgmt. Team Gerald F. Coleman
Clarica Cdn Large Cap Value AIM Trimark Invest Mgmt. - Mgmt. Team Gerald F. Coleman
Clarica Global Large Cap Value AIM Trimark Invest Mgmt. - Mgmt. Team Gerald F. Coleman & Stephen Jenkins
CI Canadian Small Cap Robert Tattersall, CFA, MBA, MA Kim Shannon, MBA, CFA
Synergy Cdn. Style Mgmt. Class Robert Tattersall, CFA, MBA, MA Kim Shannon, MBA, CFA
Synergy Tactical Asset Allocation Robert Tattersall, CFA, MBA, MA Kim Shannon, MBA, CFA
August 18, 2004 Mawer Canadian Bond Gary J. Feltham Michael Crofts
August 12, 2004 Northwest EAFE ABN AMRO Asset Management - Mgmt. Team, Sanford C. Bernstein - Mgmt Team Jenny Witterick
August 6, 2004 AIM Global Health Sci Class Andy Summers Scott Breaux and Brent Olson
AIM Global Health Sci Class (US$) Andy Summers Scott Breaux and Brent Olson
AIM Global Health Sciences Andy Summers Scott Breaux and Brent Olson
AIM Global Health Sciences (US$) Andy Summers Scott Breaux and Brent Olson
August 4, 2004 OTG Money Market AMI Partners-Mgmt Team AEGON Capital Management Inc.-Mgmt. Team
OTG Diversified AMI Partners-Mgmt Team AEGON Capital Management Inc.-Mgmt. Team
OTG Balanced AMI Partners-Mgmt Team AEGON Capital Management Inc.-Mgmt. Team
OTG Growth AMI Partners-Mgmt Team Jones Heward Invest.- Mgmt. Team
OTG Dividend AMI Partners-Mgmt Team Jones Heward Invest.- Mgmt. Team
OTG Mortgage & Income AMI Partners-Mgmt Team HSBC Asset Mgmt. (Canada) - Mgmt. Team
OTG Global Value AMI Partners-Mgmt Team HSBC Asset Mgmt. (Canada) - Mgmt. Team
August 3, 2004 CI European Nandu Narayanan Greg Gigliotti
CI European (US$) Nandu Narayanan Greg Gigliotti
CI European Sector Shares Nandu Narayanan Greg Gigliotti
CI European Sector Share (US$) Nandu Narayanan Greg Gigliotti
CI European RSP Nandu Narayanan Greg Gigliotti
Clarica MVP European Growth Nandu Narayanan Greg Gigliotti
Clarica SF CI European Nandu Narayanan Greg Gigliotti
Clarica SF CI European A Nandu Narayanan Greg Gigliotti
July 30, 2004 Mackenzie Univ Wld Emer Gwth Cap Cl Divya Mathur Rick Schmidt
Mackenzie Univ Wld Emer GwCp(US$)-A Divya Mathur Rick Schmidt
Mackenzie Univ Wld Emer Gwth Cap-M Divya Mathur Rick Schmidt
July 19, 2004 AIC Canadian Focused Michael Lee-Chin and James Cole James Cole
AIC Canadian Focused Corporate Cl Michael Lee-Chin and James Cole James Cole
AIC Canadian Balanced Michael Lee-Chin, Randy LeClair and James Cole Randy LeClair and James Cole
July 19, 2004 GWL Int'l Equity (P) DSC Putnam Investment - Mgmt. Team PUBS Glbl Asset Mgmt (Cda) Co. -Mgmt Team
GWL Int'l Equity (P) NL Putnam Investment - Mgmt. Team PUBS Glbl Asset Mgmt (Cda) Co. -Mgmt Team
GWL Equity (S) DSC Sceptre Invest. Counsel - Mgmt. Team Bissett Investment Mgmt. - Mgmt. Team
GWL Equity (S) NL Sceptre Invest. Counsel - Mgmt. Team Bissett Investment Mgmt. - Mgmt. Team
GWL Bond (S) DSC Sceptre Invest. Counsel - Mgmt. Team London Life Investment - Mgmt. Team
GWL Bond (S) NL Sceptre Invest. Counsel - Mgmt. Team London Life Investment - Mgmt. Team
GWL Int'l Opportunity (P) DSC Putnam Investment - Mgmt. Team Fleming Asset Management - Mgmt. Team
GWL Int'l Opportunity (P) NL Putnam Investment - Mgmt. Team Fleming Asset Management - Mgmt. Team
GWL International Bond (P) DSC Putnam Investment - Mgmt. Team Brandywine Asset Mgmt-Mgmt Team
GWL International Bond (P) NL Putnam Investment - Mgmt. Team Brandywine Asset Mgmt-Mgmt Team
GWL European Equity (S) DSC Sceptre Invest. Counsel - Mgmt. Team Setanta Asset Managament - Mgmt. Team
GWL European Equity (S) NL Sceptre Invest. Counsel - Mgmt. Team Setanta Asset Managament - Mgmt. Team
July 8, 2004 Investors North American Growth Paul Hancock, Bill Chornous and Lambros Piscopos Paul Hancock and Bill Chornous
Investors North American Gwth Cl Paul Hancock, Bill Chornous and Lambros Piscopos Paul Hancock and Bill Chornous
Investors U.S. Large Cap Growth Lambros Piscopos Dom Grestoni
Investors U.S. Large Cap Gro Cls Lambros Piscopos Dom Grestoni
June 30, 2004 AGF China Focus Class Raymond Tse Keith Cheung
June 28, 2004 Ethical Growth Martin Gerber & Larry Lunn Robert Hammill
June 22, 2004 All-Canadian CapitalFund Michael A. Parente, J. C. Stefan Spicer and J. L. Michele Spicer Peter Kistemaker and Mark Mullins
All-Canadian Compound Michael A. Parente, J. C. Stefan Spicer and J. L. Michele Spicer Peter Kistemaker and Mark Mullins
All-Canadian Resources Corp. All-Canadian Mgmt. - Mgmt. Team Peter Kistemaker and Mark Mullins
June 21, 2004 MDPIM US Equity Pool (Cl A) Lancet Asset Mgmt. Inc. - Mgmt. Team NWQ Investment Mgmt. - Mgmt. Team and Jensen Investment Mgmt-Mgmt Team
MDPIM Canadian Equity Pool (Cl A) Lancet Asset Mgmt. Inc. - Mgmt. Team Howson Tattersall - Mgmt. Team
June 9, 2004 CI Landmark Canadian Derek H. Webb & Robert Davies David K. Picton
CI Landmark American Derek H. Webb & Robert Davies David K. Picton
CI Landmark American Sector Shares Derek H. Webb & Robert Davies David K. Picton
CI Landmark Global Sector Derek H. Webb & Robert Davies David K. Picton
CI Tactonics Derek H. Webb David K. Picton
CI American Managers Sector Derek H. Webb, Robert Davies & William Priest David K. Picton
CI Landmark Global Opportunities Derek H. Webb John Hock
June 9, 2004 Dominion Equity Resource Dean Prodan William Bonner
May 19, 2004 CI Canadian Bond J. Zechner Associates Inc Signature Funds Group
CI Long-Term Bond J. Zechner Associates Inc Signature Funds Group
CI Short-Term Bond J. Zechner Associates Inc Signature Funds Group
Clarica Premier Bond J. Zechner Associates Inc Signature Funds Group
May 5, 2004 Trimark Fund – SC, Trimark Fund (US$) Richard Jenkins, MBA; Bill Kanko, CFA Tye Bousada, CFA; Dana Love, MSc
Trimark Fund – A, Trimark Fund - A (US$) Judith Adams, CFA, MBA, MSc; Tye Bousada, CFA Tye Bousada, CFA; Dana Love, MSc
Trimark RSP Fund   Tye Bousada, CFA; Dana Love, MSc
May 5, 2004 Fidelity Global Opportunities-A Bahaa Fam, Bill Fink and Kevin McCarey Bahaa Fam, Mike Jenkins and Kevin McCarey
May 4, 2004 AGF Aggressive Japan Class Toshiyuki Fukushima Takeshi Yamaguchi, CMA
April 30, 2004 AIM Global Theme Class Jason T. Holzer and Barrett K. Sides Eric Thaller
AIM Global Theme Class (US$) Jason T. Holzer and Barrett K. Sides Eric Thaller
AIM Core Global Equity Class Jason T. Holzer and Barrett K. Sides Eric Thaller
AIM Core Global Equity Class (US$) Jason T. Holzer and Barrett K. Sides Eric Thaller
April 28, 2004 Paradigm Mkt Neutral Preservation Dr. James Park (Sub-Advisor) Boaz Manor
Paradigm Mkt Neutral Preservation II Dr. James Park (Sub-Advisor) Boaz Manor
April 1, 2004 Ethical Money Market Jim Lorimer, BA Central Financial Corp. – Mgmt Team
March 29, 2004 Mackenzie Univ International Stock Nick Peters Manraj Sekhon, CFA
Mackenzie Univ Intl Stock Cap Class Nick Peters Manraj Sekhon, CFA
Mackenzie Univ RSP Internat'l Stock Nick Peters Manraj Sekhon, CFA
Mackenzie Sel Mgr Intl Cap Cl   Manraj Sekhon, CFA
Mackenzie Sel Mgrs Cda Capital   Manraj Sekhon, CFA
Mackenzie Select Managers Cda   Manraj Sekhon, CFA
March 26, 2004 AGF Cdn Small Cap Gerard Ferguson, HBA, CFA Charles Oliver, CFA
March 24, 2004 CI Global Biotechnology Sector Maxim Jacobs Bradley Wilds
CI Global Biotechnology RSP Maxim Jacobs Bradley Wilds
CI Global Biotech Sector (US$) Maxim Jacobs Bradley Wilds
March 22, 2004 Meritas International Equity Martina O. Vasconcelles, MBA, BA and Kathleen Harris, MBA Brian McMahon and William Fries, CFA and Brad Kinkelaar
March 18, 2004 Maritime Life All American Port-A&C Bernice S. Behar, CFA Jamie Rome, CFA
Maritime Life All American Port-B Bernice S. Behar, CFA Jamie Rome, CFA
March 18, 2004 Maritime Life Discovery-A&C Anurag Pandit, CFA and Thomas P. Norton, CFA Jamie Rome, CFA
Maritime Life Discovery-B Anurag Pandit, CFA and Thomas P. Norton, CFA Jamie Rome, CFA
March 11, 2004 BMO Emerging Markets Austin Forey Edward D. Baker III
BMO Japanese Yukiko Sugimoto John Millar
BMO International Equity Joshua L. Byrne, Simon Davis David I. Fisher, Hartmut Giesecke, Arthur J. Gromadzki, Richard N. Havas, Nancy J. Kyle, Christopher A. Reed, Lionel M. Sauvage, Nilly Sikorsky, Rudolf M. Staehlin
February 10, 2004 GWL Balanced (AT) DSC Mackenzie Financial - Mgmt. Team AIM Trimark Invest Mgmt. - Mgmt. Team
GWL Balanced (M) NL Mackenzie Financial - Mgmt. Team AIM Trimark Invest Mgmt. - Mgmt. Team
GWL Dividend/Growth (M) DSC Mackenzie Financial - Mgmt. Team AIM Trimark Invest Mgmt. - Mgmt. Team
GWL Dividend/Growth (M) NL Mackenzie Financial - Mgmt. Team AIM Trimark Invest Mgmt. - Mgmt. Team
February 6, 2004 Maritime Life Global Equity-A&C John L. F. Wills, Miren Etcheverry, Gerardo Espinoza SEAMARK Asset - Mgmt. Team. and Boston Partner Asset - Mgmt. Team
Maritime Life Pacific Basin-A&C John L. F. Wills, Miren Etcheverry, Gerardo Espinoza Hugh Simon and Vincent Cheng
February 5, 2004 University Avenue Balanced Michael Spengemann All-Canadian Mgmt. – Mgmt Team
University Avenue Canadian Michael Spengemann All-Canadian Mgmt. – Mgmt Team
University Avenue Growth Michael Spengemann All-Canadian Mgmt. – Mgmt Team
University Avenue Money T.H. & A. Bodnar All-Canadian Mgmt. – Mgmt Team
University Avenue US Small Cap Larry Jeddeloh, MBA All-Canadian Mgmt. – Mgmt Team
University Avenue World Larry Jeddeloh, MBA All-Canadian Mgmt. – Mgmt Team
February 3, 2004 Clarington U.S. Growth Andrew Gallagher Tony Genua and Paul O'Neil
February 3, 2004 Astra AIC Canadian Equity Jonathan Wellum, CFA, MBA McLean Budden - Mgmt. Team
February 3, 2004 GWB Canadian Wealth Builder Ken Trider Ian Madsen
GWB High Income Wealth Builder Ken Trider Ian Madsen
January 27, 2004 Optima Strategy Glob Fxd Inc Pool Assante Asset Management Ltd. Trilogy Advisors, LLC
Optima Strategy RSP Glo Fx Inc Pool Assante Asset Management Ltd. Trilogy Advisors, LLC
Optima Strategy Short Term Inc Pool Assante Asset Management Ltd. CI Mutual Funds
Optima Strategy Cdn Fixed Inc Pool Assante Asset Management Ltd. CI Mutual Funds
January 26, 2004 Scotia Total Return Montrusco Bolton Inc. Connor, Clark & Lunn - Mgmt. Team
Scotia Global Growth Montrusco Bolton Inc. Capital International - Mgmt. Team
January 20, 2004 Synergy American Growth Class Tom Marsico Bill Miller, CFA
Synergy American Growth RSP Tom Marsico Bill Miller, CFA
Synergy Global Growth Class Tom Marsico & Jim Gendelman William Sterling, PhD
Synergy Global Growth RSP Tom Marsico & Jim Gendelman William Sterling, PhD
January 16, 2004 MD Balanced Invesco Glbl Mgmt. Team Atlanta Walter Scott and Partners - Mgmt. Team
January 16, 2004 Disciplined Leadership Cdn Equity David Burrows Bruce Hartman
Disciplined Leadership High Income David Burrows Bruce Hartman
Disciplined Leadership US Equ (US$) David Burrows Bruce Hartman
January 13, 2004 CIBC Canadian Small Companies David Graham, Stephen Caldwell Jennifer Law
CIBC Capital Appreciation David Graham, Stephen Caldwell Jennifer Law
CIBC N. A. Demographics Stephen Kahn Susan Da Sie
January 13, 2004 Accumulus N.A. Index Momentum RSP David Passalent Felcom Mgmt Corp. - Mgmt. Team
January 6, 2004 Redwood Energy Mark Maxwell Mark L Arthur
December 15, 2003 CI Explorer John Sartz Peter J. Hodson
CI Explorer Sector John Sartz Peter J. Hodson
CI Explorer Sector (US$) John Sartz Peter J. Hodson
CI Explorer Seg II John Sartz Peter J. Hodson
CI Explorer Segregated I John Sartz Peter J. Hodson
CI World Equity David Mannheim & Marcus L. Smith John Hock
December 15, 2003 Commonwealth World Balanced Ltd CDP Capital - Mgmt. Team Michael McHugh
Commonwealth World Balanced (US$) CDP Capital - Mgmt. Team Michael McHugh
Dynamic Canadian Bond CDP Capital - Mgmt. Team Michael McHugh
Dynamic Canadian Dividend Ltd CDP Capital - Mgmt. Team David Taylor
Dynamic Canadian Government Bond CDP Capital - Mgmt. Team Michael McHugh
Dynamic Value Balanced CDP Capital - Mgmt. Team Michael McHugh
November 25, 2003 Trimark Enterprise Catherine (Kiki) Delaney Ian Hardacre
November 4, 2003 Synergy Canadian Growth Class Andrew McCreath David Picton
Synergy Canadian Income Suzann Pennington Eric Bushell & Ben Cheng & James Dutkiewicz
Synergy Cdn. S.T. Income Class Suzann Pennington James Dutkiewicz
Synergy Cdn. Style Mgmt. Class Andrew McCreath & Suzann Pennington Kim Shannon & Robert Tattersall
Synergy Canadian Value Class Suzann Pennington Kim Shannon
Synergy Global Short-Term Income Cl Michael Mahoney James Dutkiewicz
Synergy Glo Short-Term Inc Cl (US$) Michael Mahoney James Dutkiewicz
Synergy Global Value Class William Fries John Hock
Synergy Global Value Class (US$) William Fries John Hock
Synergy Global Value RSP William Fries John Hock
Synergy Global Style Mgmt. Class John Hock & William Priest Michael McLaughlin
Synergy Global Style Management RSP John Hock & William Priest Michael McLaughlin
Synergy Global Style Mgmt Cl (US$) John Hock & William Priest Michael McLaughlin
Synergy Tactical Asset Allocation Suzann Pennington Eric Bushell & Ben Cheng & James Dutkiewicz
October 28, 2003 CDA Money Market (Fiera) Elantis – Mgmt Team Fiera Capital Management Team
CDA Bond & Mortgage (Fiera) Elantis – Mgmt Team Fiera Capital Management Team
October 17, 2003 GWB Canadian Wealth Builder Alan Gunn Ken Trider
GWB Global Wealth Builder Alan Gunn Ken Trider
GWB High Income Wealth Builder Alan Gunn Ken Trider
October 16, 2003 Talvest U.S. Equity Fund Alan N. Hoffman John C. Leonard
Thomas M. Cole
Thomas J. Digeman of UBS Global Asset Management (Canada) Co
September 17, 2003 MD Growth Franklin Templeton Mgmt- Mgmt. Team Franklin Templeton Mgmt- Mgmt. Team (lead)
Howson Tattersall - Mgmt. Team
Walter Scott and Partners - Mgmt. Team
Brandes Invstmt Partners & Co.
August 7, 2003 CI American Growth Peggy Adams Bill Miller, CFA
CI European Growth MFS Institutional Adv - Mgmt Team Nandu Narayanan
CI Canadian Stock David Antonelli, MBA, CPA Eric B. Bushell, BA, CFA
July 29, 2003 AIC Diver Sci & Tech Corp Cl (US$) Ronald Elijah, MBA Jonathan Wellum
AIC Diver Science & Tech (US$) Roderick Berry, MBA Jonathan Wellum
AIC Diver Science & Tech Corp Class Jonathan Wellum Jonathan Wellum
AIC Diver Science & Technology Jonathan Wellum
AIC RSP Diver Science & Technology   Jonathan Wellum
July 23, 2003 MD U.S. Small Cap Growth Douglas S. Foreman, Charles Larsen, CFA, CIC and Nicholas J. Capuano Westfield Capital Mgmt. Team
MD Balanced Jarislowsky Fraser - Mgmt. Team Invesco Glbl Mgmt. Team Atlanta
July 22, 2003 Horizons Tactical Hedge Cornerstenp Trading Co. IIU Mgmt. Team and Cornerstone Trading Mgmt. Team
July 22, 2003 Horizons Tactical Hedge Cornerstenp Trading Co. IIU Mgmt. Team and Cornerstone Trading Mgmt. Team
July 21, 2003 TD Canadian Value John Pepperell, CFA Rachel Kizell and Doug Warwick, BA, CFA
July 21, 2003 TD Balanced Satish Rai, BMath, CFA and Geoff Wilson, BComm Geoff Wilson, BComm and Rachel Kizell
July 16, 2003 Mavrix American Growth Greg Edwards and YMG Capital management Inc Mavrix Fund Management Inc. - Mgmt. Team
July 10, 2003 Trimark Enterprise Robert Mikalachki, CFA and Keith Graham Robert Mikalachki, CFA
June 20, 2003 Talvest Global Small Cap RSP Catherine Somhegyi, BSC, MBA Manager of Nicholas Applegate Capital Management Jamie Rome & Ed Makin of Wellington Management Company LLP
Talvest Global Small Cap Catherine Somhegyi, BSC, MBA Manager of Nicholas Applegate Capital Management Jamie Rome & Ed Makin of Wellington Management Company LLP
June 9, 2003 Counsel Select Sector Bill R. Keither, John Hock, John Schroer, Stephen Waite AIM Funds Mgmt. - Mgmt. Team, CI Global Advisors LLP - Mgmt. Team
Counsel Select Sector RSP Bill R. Keither, John Hock, John Schroer, Stephen Waite AIM Funds Mgmt. - Mgmt. Team, CI Global Advisors LLP - Mgmt. Team
Counsel Managed Gerry Connor John Poulter
June 5, 2003 Trimark Canadian Small Companies G. Keith Graham, MBA, CFA Robert Mikalachki, CFA
Trimark U.S. Small Companies Class Robert Mikalachki, CFA Geoff MacDonald, MBA, CFA, BBA
Trimark U.S. Small Comp Cl (US$) Rex Chong, CFA, MBA Geoff MacDonald, MBA, CFA, BBA
Trimark Income Growth – SC Vince Hunt, CFA Rex Chong, CFA, MBA
Trimark Income Growth – DSC G. Keith Graham, MBA, CFA Vince Hunt, CFA
June 5, 2003 TD Global RSP Bond Satish Rai David McCulla (with existing Lead Manager Geoff Wilson)
TD Short-Term Bond Satish Rai David McCulla (with existing Lead Manager Geoff Wilson)
TD Balanced Satish Rai Rachel Kizell (with existing Lead Manager Geoff Wilson)
TD Canadian Index Thomas Kain Terry Horaski (existing Lead Manager)
May 25, 2003 Mackenzie Balanced Chris Kresic, CFA Timothy Gleeson, CFA, Mark Faircloth and John Soukas
May 9, 2003 MIX AIM American Mid Cap Growth Cl Robert M. Kippes David Pointer & Ronald Sloan
May 1, 2003 Maritime Life Canada 60 Index-A&C Robert Moffat Toronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life Canada 60 Index-B Robert Moffat Toronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life Canada 60 Index-R Robert Moffat Toronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life Europe-A&C Robert Moffat Toronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life Europe-B Robert Moffat Toronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life Eurasia-A&C Robert Moffat Toronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life Eurasia-B Robert Moffat Toronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life S&P 500-A&C Robert Moffat Toronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life S&P 500-B Robert Moffat Toronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life U.S. 500 Index-A&C Robert Moffat Toronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life U.S. 500 Index-B Robert Moffat Toronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life U.S. 500 Index-R Robert Moffat Toronto Dominion Quantitative Capital - Mgmt. Team
May 1, 2003 Royal Bond Jim Davis RBC Global Investment Mgmt. - Mgmt. Team
Royal Global Bond Jim Davis RBC Global Investment Mgmt. - Mgmt. Team
Royal Global Balanced Jim Davis RBC Global Investment Mgmt. - Mgmt. Team
RBC Advisor Global Balanced Class Jim Davis RBC Global Investment Mgmt. - Mgmt. Team
April 21, 2003 Cote 100 Excel Pierre Vaudrin/Andre Benoit Marc L’Ecuyer
Cote VTA American Equity (US$) Pierre Vaudrin/Andre Benoit Marc L’Ecuyer
Cote VTA Asset Allocation Pierre Vaudrin/Andre Benoit Marc L’Ecuyer
Cote VTA Canadian Equity Pierre Vaudrin/Andre Benoit Marc L’Ecuyer
Cote VTA Income Pierre Vaudrin/Andre Benoit Marc L’Ecuyer
April 3, 2003 Altamira High Yield Bond Dorothea Mell Natcan Investment Mgmt.
April 2, 2003 AGF India Asha Wagle/Jay Mitra Patricia Perez-Coutts
April 1, 2003 RBC Advisor Global Resources Sector John Embry Gordon Zive
Royal Global Resources Sector John Embry Gordon Zive
Royal Balanced John Embry John Kellett
Royal Canadian Equity John Embry John Kellett
Royal Precious Metals John Embry Gordon Zive
March 6, 2003 AIC Glo Advantage Seg (100%) Neil Murdoch Jonathan Wellum
AIC Glo Advantage Seg (75%) Neil Murdoch Jonathan Wellum
AIC Global Advantage Neil Murdoch Jonathan Wellum
AIC Global Advantage (US$) Neil Murdoch Jonathan Wellum
AIC Global Advantage Corp Cl (US$) Neil Murdoch Jonathan Wellum
AIC Global Advantage Corporate Cl Neil Murdoch Jonathan Wellum
AIC RSP Global Advantage Neil Murdoch Jonathan Wellum
AIC RSP World Equity Neil Murdoch Anne-Mette de Place Filippini
AIC World Equity Neil Murdoch Anne-Mette de Place Filippini
AIC World Equity (US$) Neil Murdoch Anne-Mette de Place Filippini
AIC World Equity Corporate Cl (US$) Neil Murdoch Anne-Mette de Place Filippini
AIC World Equity Corporate Class Neil Murdoch Anne-Mette de Place Filippini
AIC World Equity Seg (100%) Neil Murdoch Anne-Mette de Place Filippini
AIC World Equity Seg (75%) Neil Murdoch Anne-Mette de Place Filippini
February 24, 2003 Clarica Equifund NatCan Investment Mgmt. - Mgmt. Team Eric B. Bushell
Clarica Canadian Blue Chip NatCan Investment Mgmt. - Mgmt. Team Eric B. Bushell
Clarica Canadian Blue Chip A NatCan Investment Mgmt. - Mgmt. Team Eric B. Bushell
Clarica SF Canadian Blue Chip NatCan Investment Mgmt. - Mgmt. Team Eric B. Bushell
Clarica SF Canadian Blue Chip A NatCan Investment Mgmt. - Mgmt. Team Eric B. Bushell
Clarica Income Perigee Investment Counsel - Mgmt. Team Jeffrey S. Herold
Clarica Income A Perigee Investment Counsel - Mgmt. Team Jeffrey S. Herold
Clarica SF Income Perigee Investment Counsel - Mgmt. Team Jeffrey S. Herold
Clarica SF Income A Perigee Investment Counsel - Mgmt. Team Jeffrey S. Herold
Clarica Premier Bond Perigee Investment Counsel - Mgmt. Team Jeffrey S. Herold
Clarica Premier Bond A Perigee Investment Counsel - Mgmt. Team Jeffrey S. Herold
Clarica SF Premier Bond Perigee Investment Counsel - Mgmt. Team Jeffrey S. Herold
Clarica SF Premier Bond A Perigee Investment Counsel - Mgmt. Team Jeffrey S. Herold
February 3, 2003 Talvest Cdn. Equity Leaders Fund Sharon M. Ranson Mclean Budden Management team
January 30, 2003 Mackenzie Univ RSP U.S. Blue Chip Paul Baran James Wineland
Mackenzie Univ U.S. Blue Chip Paul Baran James Wineland
Mackenzie Univ U.S. Blue Chip (US$) Paul Baran James Wineland
Mackenzie Univ U.S. Blue Chip Seg Paul Baran James Wineland
Mackenzie Univ US Blue Chip Capital Paul Baran James Wineland
Mackenzie Univ RSP Select Managers Paul Baran Daniel Becker and Philip Sanders
Mackenzie Univ Sel Mgrs Cap Class Paul Baran Daniel Becker and Philip Sanders
Mackenzie Univ Sel Mgrs USA Cap-B Paul Baran Daniel Becker and Philip Sanders
Mackenzie Univ Sel Mgrs USA Capital Paul Baran Daniel Becker and Philip Sanders
Mackenzie Univ Select Manager Seg Paul Baran Daniel Becker and Philip Sanders
Mackenzie Univ Select Managers Paul Baran Daniel Becker and Philip Sanders
Mackenzie Univ Select Managers(US$) Paul Baran Daniel Becker and Philip Sanders
January 20, 2003 Fidelity Europe Class Thierry Serero Ian Hart
Fidelity Europe-A Thierry Serero Ian Hart
Fidelity Europe-A (US$) Thierry Serero Ian Hart
Fidelity RSP Europe-A Thierry Serero Ian Hart
January 13, 2003 Fidelity Latin America-A Margaret Reynolds Claudio Brocado
Fidelity Latin America-A (US$) Margaret Reynolds Claudio Brocado
January 13, 2003 CIBC U.S. Equity Index Susan Ellison Karl Gauvin
CIBC U.S. Equity Index (US$) Susan Ellison Karl Gauvin
January 2, 2003 Fidelity Focus Natural Res-A (US$) John Porter Pratima Abichandani
Fidelity Focus Natural Resources Cl John Porter Pratima Abichandani
Fidelity Focus Natural Resources-A John Porter Pratima Abichandani
December 13, 2002 Hillsdale Cdn Aggressive Hedged A Pierre Raymond Tony Batek
December 5, 2002 Elliott & Page Equity Fund PCJ Investment Counsel MFC Global Investments Management (Canada)
December 5, 2002 Talvest Dividend Fund Réal Trépanier Domenic Monteferrante
December 4, 2002 CIBC Canadian Small Companies Jean Michaud David Graham & Stephen Caldwell
CIBC Capital Appreciation Jean Michaud David Graham & Stephen Caldwell
December 3, 2002 FCDA S&P 500 Index (BGI) Josephine Marks Barclays Global Investors - Mgmt. Team
December 1, 2002 Fidelity Focus Consumer Ind-A (US$) Brian Hanson Christian Zann
Fidelity Focus Consumer Indust. Cl Brian Hanson Christian Zann
Fidelity Focus Consumer Indust.-A Brian Hanson Christian Zann
November 28, 2002 AGF RSP World Companies Chris Jenkins Steve Way
AGF RSP World Equity David Kiddle & Anna Piney Steve Way
AGF World Companies Chris Jenkins Steve Way
AGF World Equity David Kiddle & Anna Piney Steve Way
November 25, 2002 Opus 2 U.S. Growth Equity Fund YMG Capital Management Inc. Fremont Investment Advisors Inc.,
Opus 2 U.S. Value Equity Fund Fremont Investment Advisors Inc. Lord, Abbett & Co. LLC
November 14, 2002 Fidelity True North Alan Radlo Steven Binder
September 4, 2002 Talvest Cdn Equity Growth Dennis Ouellet Réal Trépanier
Talvest Dividend Dennis Ouellet Réal Trépanier
August 30, 2002 Spectrum Canadian Investment Fund Mercury Asset Management Canada Sionna Investment Managers Inc.*(Kim Shannon)
Spectrum Canadian Equity Fund McLean Budden Limited Sionna Investment Managers Inc.* (Kim Shannon)
Spectrum Canadian Growth Fund Howson Tattersall Investment Counsel Ltd., Mulvihill Capital Management Inc., Mercury Asset Management Howson Tattersall Investment Counsel Ltd. (Bob Tattersall
Spectrum Canadian Small-Mid Cap Fund Mulvihill Capital Management Inc. Howson Tattersall Investment Counsel Ltd. (Bob Tattersall)
Spectrum Canadian Resource Fund Mercury Asset Management Canada CI Mutual Funds Inc. (Robert Lyon)
Spectrum Global Growth Fund Mercury Asset Management Canada Steinberg Priest & Sloane Capital Management, LLC (William Priest)
Spectrum Global Diversified Fund Mercury Asset Management Canada CI Global Advisors LLP (William Sterling)
Signature Global Small Companies Fund CI Mutual Funds Inc. Steinberg Priest & Sloane Capital Management, LLC (William Priest)
Signature American Small Companies Fund CI Mutual Funds Inc. Steinberg Priest & Sloane Capital Management, LLC (William Priest)
Spectrum American Value Fund MFS Institutional Advisors, Inc. Steinberg Priest & Sloane Capital Management, LLC (William Priest)
Spectrum Optimax USA Fund Weiss, Peck & Greer Steinberg Priest & Sloane Capital Management, LLC (William Priest)
Clarica Premier American Perigee Investment Counsel Inc. Legg Mason Inc. (Bill Miller)
Spectrum Asset Allocation Fund AMI Partners Inc. Sionna Investment Managers Inc.* (Kim Shannon)
Spectrum Diversified Fund McLean Budden Limited CI Mutual Funds Inc. (Gerry Coleman)
Clarica Canadian Diversified Fund McLean Budden Limited CI Mutual Funds Inc. (Eric Bushell)
Clarica Diversifund 40 McLean Budden Limited CI Mutual Funds Inc. (Eric Bushell)
Spectrum European Growth Fund Mercury Asset Management Canada MFS Institutional Advisors, Inc.
Spectrum Asian Dynasty Fund MFS Institutional Advisors, Inc. Trident Investment Management, LLC (Nandu Narayanan)
Spectrum Emerging Markets Fund Mercury Asset Management Canada Trident Investment Management, LLC (Nandu Narayanan)
Spectrum Dividend Fund McLean Budden Limited CI Mutual Fund Inc. (Eric Bushell)
Spectrum Canadian Money Market Fund McLean Budden Limited CI Mutual Funds Inc.
Spectrum US Dollar Money Market Fund McLean Budden Limited CI Mutual Funds Inc.
Spectrum Savings Fund McLean Budden Limited CI Mutual Fund Inc.
Spectrum Short-Term Bond Fund McLean Budden Limited J. Zechner Associates Inc. (Jeffrey Herold)
Spectrum Mid-Term Bond Fund McLean Budden Limited J. Zechner Associates Inc. (Jeffrey Herold)
Spectrum Long-Term Bond Fund McLean Budden Limited J. Zechner Associates Inc. (Jeffrey Herold)
Spectrum RRSP International Bond Fund McLean Budden Limited CI Global Advisors LLP (William Sterling)
Spectrum Global Bond Fund Mercury Asset Management Canada CI Global Advisors LLP (William Sterling)
August 30, 2002 TD Global Select Bob Yerbury William L. Wilby
TD Global Select GIF II Bob Yerbury William L. Wilby
TD Global Select RSP Bob Yerbury William L. Wilby
TD Global Select RSP-A Bob Yerbury William L. Wilby
TD Global Select-A Bob Yerbury William L. Wilby
August 9, 2002 Mackenzie Ivy European Carol L. Franklin/Nicholas Bratt/Joan R. Gregory Jerry Javasky
Mackenzie Ivy European-M Carol L. Franklin/Nicholas Bratt/Joan R. Gregory Jerry Javasky
Mackenzie Univ Amer Growth Robert T. Hoffman/Lori J. Ensinger Bluewater Investment Mgmt. - Mgmt. Team
Mackenzie Univ American Growth-M Robert T. Hoffman/Lori J. Ensinger Bluewater Investment Mgmt. - Mgmt. Team
Mackenzie Short Term Bond Adam M. Greshin/ Gary P. Johnson Chris Kresic
Mackenzie Short Term Bond-M Adam M. Greshin/ Gary P. Johnson Chris Kresic
May 31, 2002 Trimark Interest Patrick Farmer Rex Chong & Vince Hunt
Trimark Interest - DSC Patrick Farmer Rex Chong & Vince Hunt
Trimark Interest Segregated (AIG) Patrick Farmer Rex Chong & Vince Hunt
Trimark Government Income Patrick Farmer Rex Chong & Vince Hunt
Trimark Canadian Bond Patrick Farmer Rex Chong & Vince Hunt
Trimark Canadian Bond Seg (AIG) Patrick Farmer Rex Chong & Vince Hunt
Trimark Advantage Bond Patrick Farmer Rex Chong & Vince Hunt
Trimark US Money Market (US$) Patrick Farmer Rex Chong & Vince Hunt
Trimark US Money Market (US$)-DSC Patrick Farmer Rex Chong & Vince Hunt
Trimark Global High Yield Bond Patrick Farmer Rex Chong & Vince Hunt
Trimark Global High Yld Bond (US$) Patrick Farmer Rex Chong & Vince Hunt
Trimark RSP Global High Yield Bond Patrick Farmer Rex Chong & Vince Hunt
Trimark Income Growth - DSC Patrick Farmer Rex Chong, G. Keith Graham & Vince Hunt
Trimark Income Growth - SC Patrick Farmer Rex Chong, G. Keith Graham & Vince Hunt
Trimark Select Balanced Patrick Farmer Rex Chong, Carmen Veloso, Ian Hardacre & Vince Hunt
Trimark Select Balanced Seg (AIG) Patrick Farmer Rex Chong, Carmen Veloso, Ian Hardacre & Vince Hunt
Trimark Global Balanced Patrick Farmer Rex Chong, Richard Jenkins, Dana Love & Vince Hunt
Trimark Global Balanced (US$) Patrick Farmer Rex Chong, Richard Jenkins, Dana Love & Vince Hunt
Trimark RSP Global Balanced Patrick Farmer Rex Chong, Richard Jenkins, Dana Love & Vince Hunt
AIM Global Technology Michelle Espelien Bill R. Keithler
AIM Global Technology (US$) Michelle Espelien Bill R. Keithler
AIM Global Technology Class Michelle Espelien Bill R. Keithler
AIM Global Technology Class (US$) Michelle Espelien Bill R. Keithler
AIM RSP Global Technology Michelle Espelien Bill R. Keithler
AIM Global Theme Class Dale Griffen, Ben Hock, Jonathan Schoolar and Monika Degan Derek S. Izuel, Barrett K. Sides, Clas G. Olsson & Jason T. Holzer
AIM Global Theme Class (US$) Dale Griffen, Ben Hock, Jonathan Schoolar and Monika Degan Derek S. Izuel, Barrett K. Sides, Clas G. Olsson & Jason T. Holzer
AIM RSP Global Theme Dale Griffen, Ben Hock, Jonathan Schoolar and Monika Degan Derek S. Izuel, Barrett K. Sides, Clas G. Olsson & Jason T. Holzer
AIM Core Global Equity Class Dale Griffen, Ben Hock, Jonathan Schoolar and Monika Degan Bill Kanko, Barrett K. Sides, Derek S. Izuel, Jason T. Holzer, Judith Adams & Tye Bousada
AIM Core Global Equity Class (US$) Dale Griffen, Ben Hock, Jonathan Schoolar and Monika Deganr Bill Kanko, Barrett K. Sides, Derek S. Izuel, Jason T. Holzer, Judith Adams & Tye Bousada
AIM RSP Core Global Equity Dale Griffen, Ben Hock, Jonathan Schoolar and Monika Degan Bill Kanko, Barrett K. Sides, Derek S. Izuel, Jason T. Holzer, Judith Adams & Tye Bousada
May 1, 2002 Spectrum Canadian Resource Gaelen Morphet Graham Birch & Evy Hambro
April 8, 2002 Astra Dynamique Franklin Templeton Mgmt. - Mgmt. Team Jarislowsky Fraser Ltd. - Mgmt. Team
Astra Equilibre Franklin Templeton Mgmt. - Mgmt. Team Jarislowsky Fraser Ltd. - Mgmt. Team
Astra Securitaire Franklin Templeton Mgmt. - Mgmt. Team Jarislowsky Fraser Ltd. - Mgmt. Team
March 30, 2002 TD Global Government Bond Fund David Gibbon and Mark Settles Satish Rai and Geoff Wilson
March 1, 2002 Cartier U.S. Equity Fund Alain Guilmette & associés Holdun Investment Management Inc.
March 8, 2002 AGF Managed Futures Fund John Di Tomasso AGF Management Team
March 4, 2002 Fidelity Focus Consumer Ind-A (US$) John Porter Brian Hanson
Fidelity Focus Consumer Indust. Cl John Porter Brian Hanson
Fidelity Focus Consumer Indust.-A John Porter Brian Hanson
Fidelity Focus Health Care Class Yolanda Strock Steve Calhoun
Fidelity Focus Health Care-A Yolanda Strock Steve Calhoun
Fidelity Focus Health Care-A (US$) Yolanda Strock Steve Calhoun
Fidelity RSP Focus Healthcare-A Yolanda Strock Steve Calhoun
Fidelity Focus Natural Res-A (US$) Scott Offen John Porter
Fidelity Focus Natural Resources Cl Scott Offen John Porter
Fidelity Focus Natural Resources-A Scott Offen John Porter
February 28, 2002 AIM Global Sector Managers Cl (US$) Jeffery Morris Joseph Skornicka
AIM Global Sector Managers Cl (US$) Jeffery Morris Joseph Skornicka
AIM RSP Global Sector Managers Jeffery Morris Joseph Skornicka
AIM Global Financial Ser Cl (US$) Jeffery Morris Joseph Skornicka
AIM Global Financial Services Class Jeffery Morris Joseph Skornicka
AIM RSP Global Financial Services Jeffery Morris Joseph Skornicka
January 23, 2002 Fidelity Focus Technology Class Chris Zepf Telis Bertsekas
Fidelity Focus Technology-A Chris Zepf Telis Bertsekas
Fidelity Focus Technology-A (US$) Chris Zepf Telis Bertsekas
Fidelity RSP Focus Technology-A Chris Zepf Telis Bertsekas
December 1, 2001 CI Global Telecom. Sector S (US$) Stephen Waite Andre Desautel
CI Global Telecommunications Sect Stephen Waite Andre Desautel
CI Global Telecommunications RSP Stephen Waite Andre Desautel
CI Global Tech. Sector Shar (US$) Stephen Waite Andre Desautel
CI Global Technology RSP Stephen Waite Andre Desautel
CI Global Technology Sector Stephen Waite Andre Desautel
CI Global Biotech Sector (US$) Stephen Waite Maxim Jacobs
CI Global Biotechnology RSP Stephen Waite Maxim Jacobs
CI Global Biotechnology Sector Stephen Waite Maxim Jacobs
CI Glo Business-to-Business (US$) Stephen Waite Francois Campeau
CI Glo Business-to-Business RSP Stephen Waite Francois Campeau
CI Glo Business-to-Business Sec Stephen Waite Francois Campeau
CCI Global Boomernomics (US$) Stephen Waite Robert Beckwitt
CI Global Boomernomics GIF-A Stephen Waite Robert Beckwitt
CI Global Boomernomics GIF-B Stephen Waite Robert Beckwitt
CI Global Boomernomics RSP Stephen Waite Robert Beckwitt
CI Global Boomernomics RSP GIF-A Stephen Waite Robert Beckwitt
CI Global Boomernomics RSP GIF-B Stephen Waite Robert Beckwitt
CI Global Boomernomics Sector Stephen Waite Robert Beckwitt
November 28, 2001 StrategicNova Cdn High Yield Bond Michael Labanowich Barry Allan
November 13, 2001 StrategicNova Emerging Market Fund Robert Conlon Neil Hobson
November 2, 2001 IG AGF International Equity Fund Rupert Robinson Chris Jenkins
October 18, 2001 AGF Latin America Peter Gruber Patricia Perez-Coutts
AGF Latin America (US$) Peter Gruber Patricia Perez-Coutts
October 10, 2001 Talvest Cdn. Asset Allocation Jean-Guy Desjardin TAL Global Asset Management - Mgmt. Team
Talvest Global Asset Allocation RSP Jean-Guy Desjardin TAL Global Asset Management - Mgmt. Team
October 6, 2001 MAXXUM Canadian Balanced Gerald T. Boychuk, Doug Crawford & Martin Anstee Timonthy Gleeson, Chuck Roth & Chris Kresic
MAXXUM Canadian Equity Growth Jacqueline Pratt Chuck Roth
MAXXUM Dividend Jacqueline Pratt Bill Procter
MAXXUM Income Gerald T. Boychuk Timonthy Glesson & Chris Kresic
MAXXUM Money Market Doug Crawford Timonthy Glesson & Chris Kresic
MAXXUM Natural Resource Jacqueline Pratt Frederick Sturm
MAXXUM Precious Metals Martin Anstee Frederick Sturm
October 3, 2001 AIC American Balanced -- Michele Calpin
AIC American Balanced (US$) -- Michele Calpin
AIC American Balanced Corp Cl (US$) -- Michele Calpin
AIC American Balanced Corp Class -- Michele Calpin
AIC Amer Income Equity Seg (100%) -- Michele Calpin
AIC Amer Income Equity Seg (75%) -- Michele Calpin
AIC Global Balanced -- Anne-Mette de Place Filippini
AIC Global Balanced (US$) -- Anne-Mette de Place Filippini
AIC RSP Global Balanced -- Anne-Mette de Place Filippini
August 22, 2001 Mavrix American Growth Fund YMG Greg Edwards, YMG Capital Management Inc. (subadvisor)
Mavrix Balanced Fund YMG Mal Spooner, Mavrix Fund Management Inc.
Mavrix Bond Fund YMG YMG Capital Management Inc.
Mavrix Canadian Value Fund YMG Mal Spooner & Ray Steele , Mavrix Fund Management Inc.
Mavrix Emerging Companies Fund YMG Mal Spooner, Mavrix Fund Management Inc.
Mavrix Enterprise Fund YMG Ray Steele, Mavrix Fund Management Inc.
Mavrix Growth Fund YMG Mal Spooner, Mavrix Fund Management Inc.
Mavrix Income Fund YMG Bill Shaw, Mavrix Fund Management Inc.
Mavrix Money Market YMG YMG Capital Capital Management Inc.
Mavrix Strategic Fixed Income Fund YMG Art Yeates, YMG Capital Management Inc. (subadvisor)
Mavrix Sustainable Development Fund YMG Jones Heward Investment Counsel Inc.
July 24, 2001 Optima International Equ Diver Pool Assante Asset Management Ltd. - Mgmt. Team Alliance Capital Mgmt.(USA) - Mgmt. Team
July 24, 2001 Optima RSP Int'l Equity Divers Pool and Optima RSP US Equ Diversified Pool Rex Sinquefield Dave Plecha
July 6, 2001 AGF Global Total Return Bond Joseph Harch, Michael Lewitt & Tom Krasner Scott Colbourne & Yvonne Brett
June 28, 2001 Batterymarch U.S. Equity Fund Perigee Investment Counsel Inc. Batterymarch Financial Management
June 13, 2001 Assumption/FDI Focus Technology, Fidelity Focus Technology-A, Fidelity Focus Technology-A (US$) and Fidelity RSP Focus Technology-A Larry Rakers Chris Zephf
June 6, 2001 Fidelity Emerging Mkts Portfolio-A Patricia Satterthwaite John Carlson
March 21, 2001 CI Canadian Balanced John Zechner Wally Kusters
March 21, 2001 CI Canadian Growth, CI Canadian Income, CI Canadian Income GIF, CI Canadian Sector Shares John Zechner Eric Bushell
January 01, 2001 Investors Corporate Bond Jeff Hall Paul Hancock
January 01, 2001 Investors Canadian Equity RPaul Hancock Scott Penman
December 15, 2000 Global Strategy World Opportunities John Startzs Steve Way
December 15, 2000 Global Strat Rothschild Euro Plus Chris Jenkins John Arnold
December 15, 2000 Global Strategy Europe Plus RSP Chris Jenkins John Arnold
December 15, 2000 Global Strat Roths World Bal RSP Chris Jenkins John Arnold
December 15, 2000 Global Strat Rothschild Wrld Bal Chris Jenkins John Arnold
December 15, 2000 Global Strategy Japan Plus RSP Rupert Robinson Steve Way
December 15, 2000 Global Strat Rothschild US Equity Mark Tavel Steve Rogers
December 15, 2000 Global Strat Rothschild World Bond Dale Thomas Clive Coombs & Scott Colbourne
December 15, 2000 Global Strategy Rothschild Bond Dale Thomas Clive Coombs & Scott Colbourne
December 15, 2000 Global Strategy World Bond RSP Dale Thomas Clive Coombs & Scott Colbourne
December 15, 2000 Global Strategy Money Market Scott Elphinstone Tristan Sones
December 15, 2000 Global Strat Roths World Co RSP Montgomert Asset Management Chris Jenkin
December 15, 2000 Global Strat Rothschild Wrld Cos Montgomert Asset Management Chris Jenkin
December 15, 2000 Global Strat Rothschild Wrld Equ Capital International Rupert Robinson
December 15, 2000 Global Strategy World Equity RSP Capital International Rupert Robinson
December, 2000 Investors Summa -- Scott Morrison
December, 2000 CI Global Technology Sector -- Stephen Waite
December 15, 2000 Global Strategy World Companies Fund and Global Strategy World Equity Fund -- Rothschild Asset Management
December 15, 2000 Global Strategy Europe Plus Fund and Global Strategy World Balanced Fund -- AGF International Advisors Company Ltd.
December 15, 2000 Global Strategy World Bond Fund (and RSP version), Global Strategy Money Market Fund, Global Strategy Japan Plus RSP Fund, Global Strategy U.S. Equity Fund, Global Strategy Bond Fund, Global Strategy Europe Plus RSP Fund, Global Strategy World Equity RSP Fund, Global Strategy World Companies RSP Fund, and Global Strategy World Balanced RSP Fund -- AGF Funds Inc.
November 20, 2000 Global Strategy Canadian Opportunities and Global Strategy Canadian Small Cap John Startzs Gerard Ferguson
November 20, 2000 Global Strategy Canadian Companies and Global Strategy Growth & Income Richard Wernham Martin Hubbes
November 20, 2000 Global Strategy Canada Growth Tony Massie Joel Raby
November 20, 2000 Global Strategy Income Plus Tony Massie Christine Hughes
November 20, 2000 Global Strategy Gold Plus Tony Massie Bob Farquharson
October 16, 2000 Ethical Pacific Rim Fund n/a Alliance Capital Management Canada, Inc.
October 1, 2000 Ethical Balanced Fund n/a Greystone Managed Investments Inc.
November 20, 2000 Global Strategy Canadian Opportunities and Global Strategy Canadian Small Cap John Startzs Gerard Ferguson
October 13, 2000 Sceptre Global Equity fund Lennox J.D. McNeedy Putnam Advisory Company
September 22, 2000 ING Direct Canadian fund Christian Langevin Patrick Roy
September 1, 2000 Bissett Large Cap Fund N/A Garey J. Aitken with Fred Pynn
August 2000 AGF China Focus Class Fund Yuki Aiga Raymond Tse of Normura Asset Management
July 7, 2000 Can-Am, Can-Asian, Can-Euro, Can-Daq 100, Can-Emerge, Can-Global Bond, Canadian 25 Index, American Equity Index, European Equity Index, International Bond Index and American Asset Allocation NN Life's (ING Life) Transamerica's Canadian Investment Management team
July 7, 2000 C.I. World Bond, C.I. Global Bond RSP William Sterling & Kent Osband Greg Diliberto
July 7, 2000 Hansberger European, Hansberger European Sector Shares Nandu Narayannan Lauretta (Retz) Reeves, MBA
June 27, 2000 Dynamic Small Cap Fund. Ned Goodman Todd Beallor
June 23, 2000 C.I. American Fund, C.I. American RSP Fund, C.I. American Sector Shares, C.I. American Seg, C.I. American RSP GIF and the C.I. American GIF Fund. Bill Priest and
Susan Everly of CSAM.
Derek Webb of C.I. Mutual Funds
June 20, 2000 C.I. Global Technology Sector Fund and the C.I. Global Technology RSP Fund Susan Everly and
Scott Lewis of CSAM.
Scott Morrison of C.I. Mutual Funds
June 5, 2000 C.I. Global Health Sciences Sector Shares and the C.I. Global Health Sciences RSP Fund James Abate Andrew Waight of C.I. Mutual Funds
May 8, 2000 C.I. Global Financial Services Sector Shares, C.I. Global Consumer Products Sector Shares and their RSP equivalents James Abate John Hock of C.I. Mutual Funds
May 1, 2000 Universal World Value, Universal World Balanced RRSP, Universal World Growth RRSP Barbara Trebbi Sheridan Reilly
May 1, 2000 C.I. Global Managers Sector Shares and its RSP equivalent James Abate John Hock
May 1, 2000 C.I. American Fund and its RSP equivalent James Abate Bill Priest and Susan Everly of CSAM
May 1, 2000 C.I. Global Technology Sector Shares and its RSP equivalent James Abate Susan Everly, Scott Lewis and Esther Schreiber of CSAM
May 1, 2000 C.I. Global Health Sciences Sector Shares ant its RSP equivalent James Abate Susan Everly and Peter Wen of CSAM
April 3, 2000 IG Scudder Emerging Markets Growth Joyce E. Cornell Jennifer Bloomfield and Mehdi Dazi
March 31, 2000 YMG International Michael Doran Bill Chinery
February 1, 2000 The Canadian Equity portion of the Guardian fund portfolio Larry Kennedy Kevin Kassen
January 1, 2000 Investors Special Bill Chornous Geoff Barth
January 1, 2000 Investors Mutual of Canada Geoff Barth Christine Décarie
January 1, 2000 Investors Canadian Small-Cap Mark Rarog Scott Penman & Geoff Barth
January, 2000 BPI Global Small Companies BPI Global Asset Management LLP (BGAM) Andrew Waight of C.I. Mutual Funds
January, 2000 BPI American Small Companies BPI Global Asset Management LLP (BGAM) Scott Morrison of C.I. Mutual Funds