We stay patient, even in turbulent times. Because let’s face it, the market isn’t always predictable and has many ups and downs. Staying the course and remaining focused on the big picture is what gives our customers peace of mind. We aim to protect your investments by taking a long-term approach, and investing with the end goal in mind—that you can help pay for your child’s post-secondary education.

We do this by creating mutual funds that are invested in a range of different assets, including both stocks and bonds, in global and domestic markets, and across a combination of broadly diversified exchange traded funds. This all helps to lower the overall funds  investment risk and improve your return when the market rebounds. And to make sure your child is equipped to go out into the world and thrive, they transition to more conservative investments as they age, aiming for growth when they’re young and preserving gains as they get ready to spread their wings.