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ABC COMPANY
JENNIFER SMITH
388 ALBERT, TORONTO, ONTARIO, CANADA, H3G 1G3
RS100037/001
Legend
+
Investment category
Click on a market-related investment name to view its quarterly fund review
For demo purposes, the results shown reflect sample data.
asset rebalancing
»
request
REGISTERED RETIREMENT SAVINGS PLAN
By clicking the Rebalance my assets button below you can rebalance your current assets (Current Asset Mix) to ensure that they are aligned with your investment instructions(Target Investment Mix). Asset rebalancing is performed on an account-by-account basis. Please ensure you have carefully read about
asset rebalancing
prior to submitting your request.
Important:
Please note that asset rebalancing is subject to the
Policy and procedure with respect to excessive trading
.
If you wish to change your current investment instruction prior to rebalancing your assets for this account, go to
investment instructions - SAR
under the
Manage your plans
section or
click here
.
Employee Contributions
Investments
Balance $
Asset Mix %
Target Investment Mix %
+
SL of Canada - 2 Year CIA
5,193.45
18.08
20.00
+
10 - Diversified Manager C
11,208.26
39.02
12.00
+
19 - Bond Manager B
2,441.38
8.50
30.00
+
17 - Canadian Equity Manager A
5,974.90
20.80
13.00
+
49 - US Equity Manager C
2,650.45
9,23
12.00
+
25 - International Equity Manager B
1,254.90
4.37
13.00
Total:
$ 28,723.34
100%
100%