Investment Information

To meet your diverse investment needs, we offer a broad range of investments in our RRSP and TFSA.

Asset Class Fund Fund Code CBA Member  GIA Interest & Fund IMF
      Account Balance < $50,000 Account Balance $50,000 – $499,999 Account Balance > $500,000
GIAs 1 year  1001 Current Rate Current rate +0.15% Current Rate +0.25%
  3 year 1003  “
  5 year 1005
Money Market MLI Canadian Money Market (MAM) 3132 0.90% 0.75% 0.65%
Canadian Bond MLI MAM Canadian Bond Index 4191 0.90% 0.75% 0.65%
  MLI PH&N Bond 4271 1.25% 1.10% 1.00%
Balanced MLI Greystone Balanced 5481 1.25% 1.10% 1.00%
  MLI Jarislowsky Fraser Balanced* 5241 1.25% 1.10% 1.00%
  MLI Leith Wheeler Diversified Pooled* 5301 1.30%  1.15%  1.05%
Canadian Equity MLI Mawer Canadian Equity 7451 1.275%  1.125% 1.025%
  MLI Jarislowsky Fraser Canadian Equity 7241 1.25% 1.10% 1.00%
  MLI CC&L Group Canadian Q Growth Fund 7313 1.20%  1.05%  0.95%
U.S. Equity MLI U.S. Diversified Growth Equity (Wellington) 8196 1.50% 1.35%  1.25%
  MLI BlackRock U.S. Equity Index* 8322 1.10% 0.95%  0.85%
International Equity MLI Sprucegrove International* 8361 1.60% 1.45%  1.35%
Global Equity MLI Fidelity Global 8141 1.80% 1.65%  1.55%
  MLI JPMorgan Global Intrepid* 8431 1.50% 1.35% 1.25%
           
Retirement Date MLI Retirement Income Fund   1.50% 1.35% 1.25%
  MLI Retirement Date 2020 2020 1.50% 1.35% 1.25%
  MLI Retirement Date 2025 2025 1.50% 1.35% 1.25%
  MLI Retirement Date 2030 2030 1.50% 1.35% 1.25%
  MLI Retirement Date 2035 2035 1.50%  1.35% 1.25%
  MLI Retirement Date 2040 2040 1.50% 1.35% 1.25%
  MLI Retirement Date 2045 2045 1.50% 1.35% 1.25%
  MLI Retirement Date 2050 2050 1.50% 1.35% 1.25%
  MLI Retirement Date 2055 2055 1.50% 1.35% 1.25%
  MLI Retirement Date 2060 2060 1.50%  1.35% 1.25%
           

*These funds are not available in the TFSA.

IMFs in Law Firm Group RRSPs may be different. If you are part of a Law Firm Group RRSP, please contact your Plan Administrator or log into your account for the details specific to your plan.

To meet your diverse investment needs, we offer a broad range of investments in our RRSP and TFSA.

Asset Class Fund Fund Code Non-CBA Member GIA Interest and Fund IMF
      Account Balance < $50,000 Account Balance $50,000 – $499,999 Account Balance > $500,000
GIAs 1 year 1001 Current Rate Current rate  Current Rate 
  3 year 1003  “
  5 year 1005
Money Market MLI Canadian Money Market (MAM) 3132 1.30% 1.15% 1.05%
Canadian Bond MLI MAM Canadian Bond Index 4191 1.30% 1.15% 1.05%
  MLI PH&N Bond 4271 1.65% 1.50% 1.40%
Balanced MLI Greystone Balanced 5481 1.65% 1.50% 1.40%
  MLI Jarislowsky Fraser Balanced* 5241 1.65% 1.50% 1.40%
  MLI Leith Wheeler Diversified Pooled* 5301 1.70%  1.55%  1.45%
Canadian Equity MLI Mawer Canadian Equity 7451 1.675%  1.525% 1.425%
  MLI Jarislowsky Fraser Canadian Equity 7241 1.65% 1.50% 1.40%
  MLI CC&L Group Canadian Q Growth Fund 7313 1.60%  1.45%  1.35%
U.S. Equity MLI U.S. Diversified Growth Equity (Wellington) 8196 1.90% 1.75%  1.65%
  MLI BlackRock U.S. Equity Index* 8322 1.50% 1.35%  1.25%
International Equity MLI Sprucegrove International* 8361 2.00% 1.85%  1.75%
Global Equity MLI Fidelity Global 8141 2.20% 2.05%  1.95%
  MLI JPMorgan Global Intrepid* 8431 1.90% 1.75% 1.65%
           
Retirement Date  MLI Retirement Income Fund   1.90% 1.75% 1.65%
  MLI Retirement Date 2020 2020 1.90% 1.75% 1.65%
  MLI Retirement Date 2025 2025 1.90% 1.75% 1.65%
  MLI Retirement Date 2030 2030 1.90% 1.75% 1.65%
  MLI Retirement Date 2035 2035 1.90% 1.75% 1.65%
  MLI Retirement Date 2040 2040 1.90% 1.75% 1.65%
  MLI Retirement Date 2045 2045 1.90% 1.75% 1.65%
  MLI Retirement Date 2050 2050 1.90% 1.75% 1.65%
  MLI Retirement Date 2055 2055 1.90% 1.75% 1.65%
  MLI Retirement Date 2060 2060 1.90%  1.75% 1.65%
           

*These funds are not available in the TFSA.

IMFs in Law Firm Group RRSPs may be different. If you are part of a Law Firm Group RRSP, please contact your Plan Administrator or log into your account for the details specific to your plan.

Contact Us

For all general inquiries, please contact us at

1.888.707.2911

or leave a message below.

If you would like to contact a particular office or individual, please click here.

Thankyou.

News Slider
Latest News

Contact Us

For all general inquiries,
please contact us at

1.888.707.2911

custserv@barfinancial.com

If you would like to
contact a particular office
or individual, please
click here.

Primary Slider