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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
Relationship Disclosure | IDEO+
PDF
IDEO+ | Conflict of Interest Disclosure
PDF
Relationship Disclosure Information | UNIVERSITAS, REFLEX, INDIVIDUAL
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Conflict of Interest Disclosure | UNIVERSITAS, REFLEX, INDIVIDUAL

Fund Performance

PDF
Management Report of Fund Performance—IDEO+ CONSERVATIVE Plan

For the financial year ended December 31, 2022

Document also available on SEDAR.com
PDF
Management Report of Fund Performance—IDEO+ RESPONSIBLE Plan

For the financial year ended December 31, 2022

Document also available on SEDAR.com
PDF
Management Report of Fund Performance—IDEO+ ADAPTIVE Plan

For the financial year ended December 31, 2022

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

For the financial year ended December 31, 2022

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

For the financial year ended December 31, 2022

Document also available on SEDAR.com
PDF
Management Report of Fund Performance—REFLEX Plan

For the financial year ended December 31, 2022

Document available on SEDAR.com.

Financial Statements

PDF
Financial Statements—IDEO+ CONSERVATIVE Plan

For the year ended December 31, 2022

Document also available on SEDAR.com
PDF
Financial Statements—IDEO+ RESPONSIBLE Plan

For the year ended December 31, 2022

Document also available on SEDAR.com
PDF
Financial Statements—IDEO+ ADAPTIVE Plan

For the year ended December 31, 2022

Document also available on SEDAR.com
PDF
Financial Statements—INDIVIDUAL Plan

For the years ended December 31, 2022 and 2021

Document also available on SEDAR.com
PDF
Financial Statements—UNIVERSITAS Plan

For the years ended December 31, 2022 and 2021

Document also available on SEDAR.com
PDF
Financial Statements—REFLEX Plan

For the years ended December 31, 2022 and 2021

Document also available on the SEDAR.com
PDF
Financial Statements—IDEO+ CONSERVATIVE Plan

For the six months period ended June 30, 2023 and for the 149 days period ended June 30, 2022
PDF
Financial Statements—IDEO+ RESPONSIBLE Plan

For the six months period ended June 30, 2023 and for the 149 days period ended June 30, 2022
PDF
Financial Statements—IDEO+ ADAPTIVE Plan

For the six months period ended June 30, 2023 and for the 149 days period ended June 30, 2022
PDF
Financial Statements—INDIVIDUAL Plan

For the six-month periods ended June 30, 2023 and 2022
PDF
Financial Statements—UNIVERSITAS

For the six-month periods ended June 30, 2023 and 2022
PDF
Financial Statements—REFLEX Plan

For the six-month periods ended June 30, 2023 and 2022

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
PDF
Proxy voting records: Amundi

(French only)

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 - 2022

Document also available on SEDAR.com
PDF
Actuarial Certificate
PDF
2022 Highlights

Report presenting Kaleido's highlights of 2022.
PDF
2021 Highlights

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

Report presenting Kaleido's highlights of 2019.