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                                                                         La Capitale Financial Group

Company profile

For over 70 years, we have offered insurance products and financial services to ensure the economic well-being of some 600,000 members working in over 900 institutions in the Quebec public and parapublic sectors.

La Capitale Insurance and Financial Services

Provides group insurance products to the private and public sectors, as well as individual products to individuals outside the public sector.

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Penncorp Life Insurance Company

Ontario subsidiary specializing in individual accident and disability insurance in Canada.

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AGA Financial Group

Company specialized in providing consulting and administration services for corporate insurance and pension plans.

Profile of Investment and Management Companies

La Capitale is proud to have chosen four investment management companies that are renowned across Canada for their performance, stability and reputation.

Dynamic Company Profile

Tracing its roots back more than 50 years, Dynamic Funds is the award-winning mutual fund brand of DundeeWealth, a wholly-owned subsidiary of Scotiabank. With a team of industry-leading portfolio managers and more than 80 funds available, Dynamic Funds offers a diverse range of investment solutions.

National Bank Securities Profile

National Bank Securities Inc. (NBSI) is a National Bank affiliate specializing in the creation and management of mutual funds. NBSI offers a wide range of investment solutions designed for diverse investor profiles. In its capacity as the investment fund manager of certain mutual funds, NBSI has over $16 billion in assets under management.

AGF Company Profile

Founded in 1957, AGF is one of Canada’s premier investment management companies with offices across Canada and subsidiaries around the world. With approximately $50 billion in total assets under management, AGF Management Limited serves more than one million investors. 2007 marked AGF’s 50th anniversary of providing Canadians with innovative investment solutions across the wealth continuum. AGF has exported its success and is now one of the most global Canadian fund companies. In addition to offices across Canada, AGF has international operations in London, Dublin, Singapore, Tokyo and Beijing.

Fidelity Investments Company Profile

Fidelity Investments Canada ULC is the country’s sixth largest mutual fund company and part of the Fidelity Investments organization of Boston, one of the world’s largest providers of financial services. In Canada, Fidelity manages a total of $64 billion in mutual fund and institutional assets. This includes $13 billion in assets for institutional clients including public and corporate defined benefit pension plans, endowments, foundations and other corporate assets on behalf of clients across Canada. Fidelity Canada provides Canadian investors a full range of domestic, international and income oriented mutual funds. Fidelity funds are available through a number of advice based distribution channels including financial planners, investment dealers, banks, and insurance companies. Fidelity is a proud supporter of the Boys and Girls Clubs of Canada and we are dedicated to helping young Canadians realize their full potential as productive, responsible and caring citizens.

TD Asset Management Company Profile

TD Asset Management is a North American investment management firm with leading market positions in passive, quantitative, enhanced and active portfolio management. Serving a large and diversified client base including pension funds, corporations, institutions, endowments, foundations and high-net-worth individuals. We also offer private money management services and fixed income and short-term liquidity funds. In addition, we manage retail mutual funds in both Canada and the U.S.

 


La Capitale Insurance and Financial Services Inc. is the sole issuer of the individual variable annuity contract.

A description of the key features of the individual variable annuity contract is contained in the La Capitale Insurance and Financial Services Inc. variable annuity contract. SUBJECT TO ANY APPLICABLE DEATH GUARANTEE, ANY PART OF THE PREMIUM OR OTHER AMOUNT THAT IS ALLOCATED TO A SEGREGATED FUND IS INVESTED AT THE RISK OF THE POLICYHOLDER AND MAY INCREASE ACCORDING TO FLUCTUATIONS IN THE MARKET VALUE OF THE ASSETS OF THE SEGREGATED FUND.

La Capitale is a trademark of La Capitale Insurance and Financial Services Inc. La Capitale logo are trademarks of La Capitale Insurance and Financial Services Inc. and are used under license.

This information is provided to you from the La Capitale website, brochures, marketing material and Agent's Guide Fund Facts  and Annuity Contract documents. While every effort is taken to ensure that all the information is accurate and up-to-date, in case of discrepancies between the content on the La Capitale website, brochures, marketing material and Agent's Guide Fund Facts and Annuity Contract Documents and the content published on this website, the original information on the La Capitale Insurance and Financial Services Inc. website, brochures, marketing material and Agent's Guide Fund Facts and Annuity Contract Documents shall prevail.





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GMS

Guaranteed Investment Funds


     

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