How to invest in the Longevity Pension Fund
The Longevity Pension Fund can be purchased through licensed financial advisors and wealth management firms, and is also available through several discount/direct brokerages. Please see the following list of licensed dealers through whom investments in the fund can be made.*
* The inclusion of the dealers/platforms above in no way implies endorsement or sponsorship of the Fund. These entities may distribute the fund where appropriate and suitable for their clients. This list is subject to change and may not reflect the most recent list of dealers/platforms.
Always speak to your advisor before investing
We are continually working with other firms and brokerages to make the Longevity Pension Fund available for all investors in Canada. If your brokerage is not listed above, let them know that you’re interested in the fund and would like to see it offered.
The Fund has a unique mutual fund structure. Income in the form of Fund distributions is not guaranteed, and the frequency and amount of distributions may increase or decrease. Most mutual funds redeem at their associated Net Asset Value (NAV). In contrast, redemptions in the decumulation class of the Fund (whether voluntary or at death) will occur at the lesser of NAV or the initial investment amount less any distributions received. You can always access the lesser of unpaid capital (initial value of your investment less any income payments made) or your net asset value. Fees may apply. Please review the prospectus or speak to your advisor for more details.
Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the prospectus before investing. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Investment fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the full amount of your investment in the fund will be returned to you.