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CC&L Group Retirement

CC&L currently offers a family of Pooled Funds (the “Group Pooled Funds”)
designed specifically for distribution into the group retirement
marketplace through strategic relationships with our alliance partners,
which include the largest life insurance companies in Canada. CC&L Group
Pooled Funds are designed to address the unique needs of our alliance
partners and have been selected by these reputable financial institutions
to provide investment expertise as part of their comprehensive capital
accumulation plan sponsor and plan member services.

Risk disclosure

  • Investors should be aware of the material risks of CC&L’s Group Retirement strategies, which may include, but are not limited to concentration, credit, currency, derivatives, emerging markets, equity, fixed income, high yield securities, interest rate, liquidity, market, performance and small company risk. For more information on the material risks of each investment strategy, please contact CC&L.

Our group retirement solutions

Investment Objectives Disclosure


The strategy’s investment objectives are targets only. There is no guarantee that the investment
objectives will be achieved. In determining the strategy’s return, risk, added value or tracking
error investment objectives, CC&L may consider the strategy’s performance during historical
periods, the level of estimated risk over a market cycle as well as the parameters used in
the strategy’s portfolio construction process.

For more information about services available to you as a
CC&L Investment Management client, please contact:

Phil Cotterill.

Phil Cotterill

Director & Portfolio Manager,
Head of Client Solutions

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Brent Wilkins.

Brent Wilkins

Senior Vice President,
Head of Institutional Sales, Canada

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