Financial Documents
Documents
Mandatory form for all clients wishing to apply for the basic Canada Education Savings Grant (CESG), the additional CESG or the Canada Learning Bond (CLB).
Must be completed when the subscriber is not the primary caregiver and/or the custodial parent/legal guardian of the child.
There are 2 possible scenarios:
- The primary caregiver is also the child’s custodial parent or legal guardian: the primary caregiver must complete Annex B.
- The primary caregiver is not the child’s custodial parent or legal guardian: the primary caregiver AND the custodial parent/legal guardian must each complete a separate copy of Annex B.
The form Privacy and Protection of Personal Information must be completed by the primary caregiver and/or custodial parent/legal guardian who completes Annex B of the Application for the Basic CESG, Additional CESG and CLB. In all cases where Annex B is completed, the form Privacy and Protection of Personal Information must also be completed and attached thereto.
We remind you that receiving the SIN is mandatory for the registration of your education savings plan and for your child to receive the government grants.
Document also available on SEDAR.com
Document also available on SEDAR.com
Document also available on SEDAR.com
Document also available on SEDAR.com
Document also available on SEDAR.com
Document also available on SEDAR.com
Fund Performance
For the financial year ended December 31, 2023
Document also available on SEDAR.com
For the financial year ended December 31, 2023
Document also available on SEDAR.com
For the financial year ended December 31, 2023
Document also available on SEDAR.com
For the financial year ended December 31, 2023
Document also available on SEDAR.com
For the financial year ended December 31, 2023
Document also available on SEDAR.com
For the financial year ended December 31, 2023
Document available on SEDAR.com.
Financial Statements
for the six months periods ended June 30, 2024 and 2023
Also available at SEDAR.com
for the six months periods ended June 30, 2024 and 2023
Also available at SEDAR.com
for the six months periods ended June 30, 2024 and 2023
Also available at SEDAR.com
for the six months periods ended June 30, 2024 and 2023
Also available at SEDAR.com
for the six months periods ended June 30, 2024 and 2023
Also available at SEDAR.com
for the six months periods ended June 30, 2024 and 2023
Also available at SEDAR.com
For the year ended December 31, 2023 and the period of 333 days ended December 31, 2022
Document also available on SEDAR.com
For the year ended December 31, 2023 and the period of 333 days ended December 31, 2022
Document also available on SEDAR.com
For the year ended December 31, 2023 and the period of 333 days ended December 31, 2022
Document also available on SEDAR.com
For the years ended December 31, 2023 and 2022
Document also available on the SEDAR.com
For the years ended December 31, 2023 and 2022
Document also available on SEDAR.com
For the years ended December 31, 2023 and 2022
Document also available on SEDAR.com
September 30, 2024
September 30, 2024
September 30, 2024
June 30, 2024
June 30, 2024
June 30, 2024
Investments and Returns
2023-2024 - French only
Q2 2024
Q1 2024
Q4 2023
Q3 2023
2023-2024 - French only
2023-2024
2023-2024
2023-2024
2023-2024
2023-2024
2023-2024
2023-2024
2023-2024
2023-2024
2023-2024
Group Life and Disability Insurance
For insurance policies taken out before December 21, 2023
Other Documents
Document also available on SEDAR.com
Report presenting Kaleido's highlights of 2023.
Report presenting Kaleido's highlights of 2022.
Report presenting Kaleido's highlights of 2021.
Report presenting Kaleido's highlights of 2019.