COVID-19 Updates

Thank you for your continued business and support during this challenging period. Our office will continue to be open to serve clients from 10am – 4pm. While we are open to the public, we still encourage our customers to reach us remotely via phone or email to ensure we can continue to keep our staff, clients and community safe. We look forward to seeing you soon.

Investment Performance

Monthly Reports

CGI Market Commentary Download Report
Newsletter Download Report
Fund Performance Summary Download Report
Lifestyle Allocations Download Report
Fund Descriptions Download Report

Stock Fund Options

Vanguard Global Stock Index Fund Prospectus Fact Sheet
Vanguard US Opportunities Fund Prospectus Fact Sheet
Fidelity European Growth Fund Prospectus Fact Sheet
iShares Russell 2000 Index Fund Prospectus Fact Sheet
MFS Global Equity Fund Prospectus Fact Sheet
Fidelity Asia Focus Fund Prospectus Fact Sheet
Global Voyager Tetrem NA Equity Fund Prospectus Fact Sheet

Bond Fund Options

Global Voyager Global Fixed Income Fund Prospectus Fact Sheet

Money Market / Fixed Deposit Options

Vanguard U.S. Ultra-Short-Term Bond Fund Prospectus Fact Sheet

Balanced Fund Options

MFS Global Total Return Fund Prospectus Fact Sheet

Performance results are net of investment management fees (at the vendor level) but are reported gross Colonial Life policy and investment fees as negotiated.