MANAGED
Types of Accounts
TFSA
RRSP
Non-Registered
Portfolio Performance
Net of Fees
As of January 30, 2026
Equity Growth
100% Equity
1M
0.79
%
3M
-1.25
%
YRD
0.79
%
1 Year
8.71
%
3 Year
21.26
%
5 Year
15.97
%
10 Year*
15.13
%
Balanced Growth
70% Equity
30% Fixed Income
1M
0.79
%
3M
-1.25
%
YRD
0.79
%
1 Year
8.71
%
3 Year
21.26
%
5 Year
15.97
%
10 Year*
15.13
%
Balanced
50% Equity
50% Fixed Income
1M
0.79
%
3M
-1.25
%
YRD
0.79
%
1 Year
8.71
%
3 Year
21.26
%
5 Year
15.97
%
10 Year*
15.13
%
Balanced Income
70% Fixed Income
30% Money Market
1M
0.79
%
3M
-1.25
%
YRD
0.79
%
1 Year
8.71
%
3 Year
21.26
%
5 Year
15.97
%
10 Year*
15.13
%
Cautious Income
100% Money Market
1M
0.79
%
3M
-1.25
%
YRD
0.79
%
1 Year
8.71
%
3 Year
21.26
%
5 Year
15.97
%
10 Year*
15.13
%
*10 year performance for the IntelligentInvesting portfolios is not available. Numbers are based on historical S&P indices that closely match the composition of the IntelligentInvesting portfolios.
Benchmark**
S&P 500 (CAD)
As of January 30, 2026
1M
0.79
%
3M
-1.25
%
YRD
0.79
%
1 Year
8.71
%
3 Year
21.26
%
5 Year
15.97
%
10 Year*
15.13
%
** Benchmark returns are shown gross of fees. Portfolio returns reflect actual net-of-fee performance.
Regulator
IntelligentInvesting Wealth Management Inc. is registered in each province and territory where it conducts business and is subject to regulation by the applicable provincial or territorial securities regulatory authority, with the Autorité des Marchés Financiers (AMF) serving as its principal regulator.
CIPF Coverage
Investment accounts held with CI Investment Services Inc., a custodian, are protected by CIPF in accordance with its coverage policy. A brochure describing the scope and nature of coverage, as well as the limitations and exclusions of coverage, is available upon request or at CI Investment Services Inc. is a CIRO member.
Portfolio Manager
Investment accounts are opened with IntelligentInvesting Wealth Management Inc., a registered portfolio manager.
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Past returns are no guarantee of future performance.
‍
Managed investing accounts are opened with IntelligentInvesting Wealth Management Inc., a registered portfolio manager.
IntelligentInvesting Wealth Management Inc. accounts that are held with CI Investment Services Inc., a custodian, are protected by CIPF in accordance with its coverage policy. CI Investment Services Inc. is a CIRO member. Self-directed investing accounts are offered by IntelligentInvesting Securities Inc., an investment dealer regulated by the Canadian Investment Regulatory Organization (CIRO). IntelligentInvesting Securities Inc. is a CIPF member. IntelligentInvesting Securities Inc. accounts are covered by CIPF. A brochure describing the scope and nature of coverage, as well as the limitations and exclusions of coverage, is available upon request or at www.cipf.ca.
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