Documentation

Investment

• Estate Planning Brochure (PDF, 296 kB)
• Handy product reminder (PDF, 134 kB)
• Our online services: making your life easier! (PDF, 710 kB)
• Printed Documents Order Form – Investment Products (PDF, 39 kB)
• See what we offer for your investments and retirement savings  (PDF, 144 kB)

SSQ Equity GIA

• SSQ Equity GIA Flyer (PDF, 533 kB)
• SSQ Equity GIA brochure (PDF, 715 kB)
• SSQ Equity GIA: a simple and winning strategy (PDF, 112 kB)
• SSQ Equity GIA: simple and full of possibilities! (PDF, 87 kB)

Laddered GIA

• Laddered GIA (PDF, 444 kB)

High Yield Account

• High yield account (PDF, 534 kB)

Segregated funds

• Marketing material - SSQ Beutel Goodman U.S. Equity GIF (PDF, 74 kB)
• Marketing material - SSQ Fiera Capital U.S. Equity GIF and SSQ Fiera Capital Hedged U.S. Equity GIF
• Marketing material - SSQ Hillsdale U.S. Equity GIF (PDF, 93 kB)
• Marketing material - SSQ Fisher Emerging Markets Equity GIF and SSQ Fisher Global Small Cap Equity GIF (PDF, 81 kB)
• Marketing material – SSQ GQG Partners International Equity and GQG Partners Global Equity GIF (PDF, 84 kB)
• Marketing material - SSQ Fiera Capital Global Equity GIF (PDF, 66 kB)
• Marketing material - SSQ AlphaFixe Bond and Bank Loan GIF (PDF, 113 kB)
• Marketing material – SSQ CI Global Real Estate GIF (PDF, 84 kB)
• Marketing material - SSQ CI Signature Corporate Bond GIF (PDF, 90 kB)
• Marketing material - SSQ Smart Beta Plus Portfolios GIF (PDF, 154 kB)
• Marketing material - SSQ CI Signature Global Income and Growth GIF (PDF, 478 kB)
• Marketing material - SSQ CI Cambridge Canadian Asset Allocation GIF (PDF, 196 kB)
• Marketing material - SSQ Guardian Conservative Monthly Income GIF and SSQ Guardian Monthly Income GIF (PDF,100 kB)
• SSQ Funds - Audited financial statements as at December 31, 2018 (PDF, 2 MB)
• SSQ Funds - Interim unaudited financial statements as at June 30, 2019 (PDF, 2 MB)
• Currency hedging (PDF, 85 kB)
• The unique advantages of segregated funds (PDF, 79 kB)
• Our investment portfolio options (PDF, 422 kB)
• Information folder and contract (PDF, 6.09 MB)
• Guaranteed Investment Funds summary (PDF, 383 kB)
• Manager selection and monitoring (PDF, 97 kB)
• SSQ Insurance guaranteed investment funds (GIF) - the right choice for you and your clients! (PDF, 644 kB)

Portfolio Funds

• Investor profile (PDF, 372 kB)
• Outstanding turnkey portfolios (PDF, 401 kB)
• SSQ GIF portfolios (PDF, 778 kB)
• Managers and allocation of SSQ GIF portfolio funds (PDF, 180 kB)

Segregated Funds Guarantee

• A contract that adapts to any life stage (PDF, 85 kB)
• SSQ Guaranteed Investment Fund guarantees (PDF, 536 kB)

Private wealth management

• Private Wealth Management (PDF, 4.26 MB)

RRSP loans

• Application process RSP loans B2B (PDF, 131 kB)
• RRSP loan program overview (PDF, 86 kB)

TFSA Loans

• B2B Bank TFSA loan application process (PDF, 135 kB)

Plans

TFSA

• Brochure: The TFSA - a practical addition to your client's savings portfolio (PDF, 340 kB)
• Flyer: The TFSA - the plan that completes your savings portfolio (PDF, 293 kB)
• TFSA or RRSP? (PDF, 165 kB)

RRIF and locked-in RRIF

• Brochure: Registered retirement income fund (RRIF) - Maximum flexibility for retirement savings (PDF, 625 kB)
• Flyer: Registered retirement income fund (RRIF) - Registered retirement income fund (RRIF) - Maximum flexibility for retirement savings (PDF, 495 kB)

RRSP

• TFSA or RRSP? (PDF, 165 kB)

IPP

• Brochure: Individual pension plan (IPP) (PDF, 671 kB)
• Flyer: Individual pension plan (IPP) - A quick, easy way to maximize your retirement savings (PDF, 237 kB)

Policies

• eSignature Policy (PDF, 66 kB)