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Financial Documents

Information About Our Plans

PDF
IDEO+ Plans Prospectus

Document also available on SEDAR.com
PDF
IDEO+ Conservative Plan Summary

Document also available on SEDAR.com
PDF
IDEO+ Responsible Plan Summary

Document also available on SEDAR.com
PDF
IDEO+ Adaptive Plan Summary

Document also available on SEDAR.com
PDF
REFLEX Plan and INDIVIDUAL Plan Prospectus

Document also available on SEDAR.com
PDF
UNIVERSITAS Plan Prospectus

Document also available on SEDAR.com
PDF
REFLEX Plan Summary

Document also available on SEDAR.com
PDF
INDIVIDUAL Plan Summary

Document also available on SEDAR.com
PDF
UNIVERSITAS Plan Summary

Document also available on SEDAR.com
PDF
Flyer - QC
PDF
Flyer - NB
PDF
Information Pamphlet - QC
PDF
Information Pamphlet - NB
PDF
Relationship Disclosure | IDEO+
PDF
IDEO+ | Conflict of Interest Disclosure
PDF
Relationship Disclosure Information | UNIVERSITAS, REFLEX, INDIVIDUAL
PDF
Conflict of Interest Disclosure | UNIVERSITAS, REFLEX, INDIVIDUAL

Fund Performance

PDF
Management Report of Fund Performance – REFLEX Plan

For the financial year ended December 31, 2021

Document available on SEDAR.com.
PDF
Management Report of Fund Performance – INDIVIDUAL Plan

For the financial year ended December 31, 2021

Document also available on SEDAR.com
PDF
Management Report of Fund Performance – UNIVERSITAS Plan

For the financial year ended December 31, 2021

Document also available on SEDAR.com

Financial Statements

PDF
Financial Statements - REFLEX Plan 2021-2020

For the years ended December 31, 2021 and 2020

Document also available on the SEDAR.com
PDF
Financial Statements - INDIVIDUAL Plan 2021-2020

For the years ended December 31, 2021 and 2020

Document also available on SEDAR.com
PDF
Financial Statements - UNIVERSITAS Plan 2021-2020

For the years ended December 31, 2021 and 2020

Document also available on SEDAR.com
PDF
Financial Statements - REFLEX Plan 2021-2020

For the six-month periods ended June 30, 2021 and 2020
PDF
Financial Statements - INDIVIDUAL Plan 2021-2020

For the six-month periods ended June 30, 2021 and 2020
PDF
Financial Statements - UNIVERSITAS Plan 2021-2020

For the six-month periods ended June 30, 2021 and 2020

Investments and Returns

PDF
Proxy voting records: Jarislowsky Fraser Limited
PDF
Proxy voting records: AlphaFixe Capital Inc.

(French only)
PDF
Proxy voting records: Fiera Capital Corporation

(French only)
PDF
Proxy voting records: Montrusco Bolton Investments Inc.
PDF
Proxy voting records: State Street Ltee

Group Life and Disability Insurance

PDF
Summary Group Life and Disability Insurance | IDEO+
PDF
Summary Group Life and Disability Insurance
PDF
Notice of Cancellation of an Insurance Contract | IDEO+
PDF
Notice of Cancellation of an Insurance Contract
PDF
Fact Sheet - Insurance

Other Documents

PDF
Independent Review Committee Report - 2021

Document also available on SEDAR.com
PDF
Actuarial Certificate
PDF
2021 Highlights

Report presenting Kaleido's highlights of 2021.
PDF
2019 Highlights

Report presenting Kaleido's highlights of 2019.