Resource Centre

Welcome to the ivari CI Portfolio resource centre. Here you will find support materials that you can download and use with your financial advisor.

At a Glance
Investment Risk Profile questionnaire – ivari Seg. Funds
Client brochure
Portfolio Review – Quarterly analysis and commentary

Annual Financial Statements – as at December 31, 2017

ivari CI Conservative Portfolio
ivari CI Canadian Balanced Portfolio
ivari CI Balanced Portfolio
ivari CI Growth Portfolio
ivari CI Maximum Growth Portfolio

Semi-Annual Financial Statements – as at June 30, 2018

ivari CI Conservative Portfolio
ivari CI Canadian Balanced Portfolio
ivari CI Balanced Portfolio
ivari CI Growth Portfolio
ivari CI Maximum Growth Portfolio