Special Meeting of Unitholders – September 2019
We have called a special meeting of investors of Counsel Income Portfolio and Counsel Balanced Growth Portfolio to vote on two proposals respectively. The first proposal is to merge Counsel Income Portfolio into Counsel High Income Portfolio. The second proposal is to change the investment objective of Counsel Balanced Growth Portfolio to provide investors with a Fund that invests primarily in exchange-traded funds, with exposure to securities from around the world, and seeks to invest in a socially responsible manner.
We believe the merger of the Counsel Income Portfolio into the Counsel High Income Portfolio, and the objective change for the Counsel Balanced Growth Portfolio are in the best interests of investors and we recommend that you vote to approve the resolutions, as applicable.
For details of the proposed changes and to learn about your rights as an investor, please review the Information Circular and Notice of Special Meeting(s), click here to download a copy. We recommend that you review these documents carefully.
Notice and Proxy
If you have any questions, we encourage you to speak to your financial advisor or to contact us at 1-877-625-9885.
Thank you for continuing to make Counsel a part of your long-term investment plan.
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Corporate Class Fund Mergers – September 2018
Certain Counsel Corporate Class funds will be merged into its corresponding mutual fund trust fund on or about September 7, 2018. The continuing trust funds have substantially similar investment objectives and investment portfolios.
For details of the mergers, please review the Investor Notice, click here to download a copy.
If you have any questions, we encourage you to speak to your financial advisor or to contact us at 1-877-625-9885.
