Investing Alongside Us
We have partnered with CI Direct Investing. CI Direct Investing is majority owned by CI Financial, one of Canada's largest investment fund companies. We chose CI Direct Investing as a partner because its platform is easy-to-use, flexible and low-cost.
Together, we and CI Direct Investing have created a mix of investment portfolios that should meet your retirement needs. As the Portfolio Manager, CI Direct Investing will work with you to determine what is a suitable portfolio for you. In the 3P Max portfolio option, investors will invest 100% into The Osler Fund.
The Osler Fund (TOF) is an investment fund designed by doctors for doctors. The Osler Fund's mandate is to focus on investing with a margin of safety and a multi-decade time horizon. We feel this approach is best suited for retirement accounts.
TOF is a registered investment meaning you are able to:
- invest via a cash;
- invest via a registered account such as a RRSP, TFSA, RESP, or RRIF;
- invest via a 3P Pension. For more information on a 3P Pension, please click here
Please keep in mind we are delighted you are interested in joining us so please do not hesitate to contact us with any questions. The Osler Fund is managed by McElvaine Investment Management Ltd.