Approved 3rd Party Mutual Funds
The Mutual Fund families listed below are all approved for our investment loans.1 The funds must be in Canadian dollars and traded daily. TD Canada Trust reserves the right to exclude any funds.
Disclosure
Loans for 3rd party Mutual Funds can only be arranged through Mutual Fund Dealerships who have an agreement in place authorizing TD Canada Trust – Investment Lending Services to act as its intermediary. If your Dealership does not have such an agreement in place please see the loan programs for our Segregated Fund providers, Franklin Templeton Mutual Funds, AEGON Mutual Funds, Dynamic Funds, Standard Life Canada and TD Mutual Funds. To confirm that TD Canada Trust is authorized to act as your Dealership's intermediary please contact us
- Aegon Fund Management Inc. (AFM Funds)
- AGF Funds Inc. (AGF Funds)
- BMO Guardian Funds (GGF Funds only)
- Capital International Asset Management (CIF Funds)
- Castlerock Investment (HIC Funds)
- C.I. Mutual Funds Inc. (CIG Funds)
- CIBC Asset Management (ATL Funds)
- Desjardins Financial Security (DJT Funds, no pooled Funds)
- Dynamic Mutual Funds (DYN Funds)
- EdgePoint Wealth Management Inc. (EDG Funds)
- Fidelity Investments Canada (FID Funds)
- Franklin Templeton Investments (TML Funds)
- IA Clarington Investments (CCM Funds)
- Invesco Canada Ltd. (AIM Funds)
- Mackenzie Financial Corp. (MFC Funds)
- Manulife Financial (MMF Funds)
- Meritage Portfolios (MTG Funds)
- NEI Investments (NWT Funds)
- RBC Asset Management (PHN funds only)
- Standard Life Mutual Funds (SLM Funds)
- TD Asset Management Inc. (TDB Funds)
For advisor use only.
1 Loans are repayable on demand. Loans may be demanded even if there is no default under the Loan and Security Agreement and even if all margin requirements have been met.
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