Investments

Primerica has been helping Main Street families invest for the future for more than 30 years. While many other financial professionals no longer take on clients with portfolios of less than $100,000, $200,000 or $250,000, Primerica is committed to helping Main Street families save and invest for their short-term and long -term goals.

Mutual Funds

A mutual fund is an opportunity for you, together with many other investors, to pool your money. Professional money managers invest the “pool” according to the investment objective adopted by the fund.

Primerica Destination Funds

Primerica Destination Funds is our investment platform featuring a robust suite of managed investment portfolios and stand-alone funds. With as little as $25 - $50 each month, you can start an investment program with PFSL Investments Canada Ltd., mutual fund dealer, together with our strategic partners:

AGF Investments
Mackenzie Investments

AGF Investments

AGF Platform Funds includes 6 globally focused managed portfolios and 13 stand-alone funds.

AGF Platform Funds Managed Solutions Suite

Multi-level diversification across asset classes, investment styles, sectors and regions to help reduce the risks associated with holding only one type of investment.

6 Globally focused Managed Portfolios including:

2 Growth-oriented portfolios
2 Growth and income portfolios
2 Income and capital preservation portfolios

AGF Platform Funds

8 Core portfolio building blocks providing comprehensive coverage of equity, fixed income and balanced asset classes.

5 Complementary thematic opportunity products providing exposure to ESG, alternatives and income themes.

Mackenzie Investments

Mackenzie FuturePath Funds includes 8 all-in-one managed portfolios and 19 stand-alone funds.

Mackenzie FuturePath Multi-Asset & Monthly Income Portfolios

8 professionally constructed and managed all-in-one portfolios in one simple package, including:

5 Multi-Asset Portfolios
3 Monthly Income Portfolios

Mackenzie FuturePath Funds

17 funds covering all major asset categories and management styles for building one-of-a-kind portfolios, including:

Best-in-class managers from Mackenzie
Addition of select third-party subadvisors to help offer additional choice and compliment Mackenzie capabilities.

For any questions, please email PFSL.Enquiries@primerica.com.

Primerica Concert Allocation Series of Funds (Concert Funds)

For information about the Primerica Concert Allocation Series of Funds (Concert Funds), including Point of Sale documents (ie. Fund Facts), click here https://pfslfunds.primerica.ca/

Note: Each mutual fund invests differently. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

PFSL Investments Canada Ltd., is a member of the Mutual Fund Dealers Association of Canada (MFDA). For more information, please visit www.mfda.ca.

Segregated Funds

A segregated fund is similar to a mutual fund, which allows you together with many other investors, to pool your money and invest in stock and bond holdings through the fund. Additional features of a segregated fund are (1) 75 percent capital guarantee, (2) creditor protection and (3) transferability. Primerica Life Insurance Company of Canada offers the Common Sense Funds family of segregated funds, including:

Asset Builder Funds III - VII
Strategic Retirement Income Fund

CSF Fund Facts:

Common Sense Funds Information Folder

For any questions, please email CSF.Enquiries@primerica.com.

Note: Commissions, trailing commissions, management fees and expenses all may be associated with fund investments. Please read the summary information folder before investing. Other than the guaranteed maturity value and the guaranteed death benefit, the amounts you receive under your contract are not guaranteed. Their values change frequently and past performance may not be repeated.

(1) Subject to any applicable death and maturity guarantee. Any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund. (2) Subject to federal bankruptcy legislation and provincial legislation that could void transactions intended to defeat creditors. Possible creditor protection may also be subject to your particular circumstances, maturity option chosen, beneficiaries selected and the legislative requirements of the province in which you reside. For more information, you should seek independent legal advice. (3) Proceeds of investments can be transferred directly to a named beneficiary upon death without incurring probate fees. Contract Owners are advised to consult their own tax advisors about their individual circumstances.

Please see important disclosures.